We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
DW30
176
Drucker Wealth 3.0
New Jersey
$16.7M -$4.62M -35,271 -21%
OHWA
177
Oak Hill Wealth Advisors
Virginia
$16.5M +$355K +2,714 +2%
HFA
178
Hippocratic Financial Advisors
California
$16.4M +$45.9K +351 +0.3%
FF
179
Francis Financial
$16.4M -$698K -5,332 -4%
FWA
180
Flagship Wealth Advisors
Massachusetts
$16.3M +$4.17M +31,864 +34%
TGAM
181
TBH Global Asset Management
Tennessee
$16.3M +$5.43M +41,446 +42%
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$16.2M
TR
183
Tepp RIA
New Jersey
$16.2M +$1.74M +13,304 +12%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$16M +$544K +4,153 +3%
TCA
185
Transcend Capital Advisors
New Jersey
$16M -$181K -1,381 -1%
PFPT
186
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.8M -$22.4K -171 -0.1%
PAG
187
Private Advisory Group
Washington
$15.8M +$371K +2,836 +2%
PWP
188
Principle Wealth Partners
Connecticut
$15.5M -$765K -5,846 -5%
PIMG
189
Patriot Investment Management Group
Tennessee
$15.2M -$241K -1,841 -2%
ERFOTCOFW
190
Employees Retirement Fund of the City of Fort Worth
Texas
$15.1M
SCM
191
Steele Capital Management
Iowa
$15M +$231K +1,768 +2%
MMA
192
Miracle Mile Advisors
California
$15M +$461K +3,520 +3%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$14.9M +$1.83M +14,014 +14%
BI
194
Ballast Inc
Kentucky
$14.8M +$118K +903 +0.8%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$14.6M -$194K -1,484 -1%
PA
196
Procyon Advisors
Connecticut
$14.6M -$707K -5,397 -5%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$14.5M -$26.6K -203 -0.2%
CAM
198
Cresset Asset Management
Illinois
$14.4M -$714K -5,456 -5%
HL
199
HeadInvest LLC
Maine
$14.3M +$35.9K +274 +0.2%
UA
200
Unison Advisors
District of Columbia
$14.2M -$2.41M -18,431 -14%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.