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Vanguard High Dividend Yield ETF

1,798 hedge funds and large institutions have $24.9B invested in Vanguard High Dividend Yield ETF in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 695 increasing their positions, 565 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 64

164% more call options, than puts

Call options by funds: $113M | Put options by funds: $42.8M

23% more repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 565

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.89B)

12% more funds holding in top 10

Funds holding in top 10: 153172 (+19)

9% more funds holding

Funds holding: 1,6521,798 (+146)

0.65% more ownership

Funds ownership: 37.86%38.51% (+0.65%)

Holders
1,798
Holders Change
+146
Holders Change %
+8.84%
% of All Funds
23.68%
Holding in Top 10
172
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.42%
% of All Funds
2.27%
New
243
Increased
695
Reduced
565
Closed
64
Calls
$113M
Puts
$42.8M
Net Calls
+$69.9M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
TR
201
Tepp RIA
New Jersey
$14.3M +$14.7M +112,423 New
PA
202
PFG Advisors
Arizona
$14.3M -$202K -1,548 -1%
FCI
203
Financial Counselors Inc
Kansas
$14.3M +$11.2M +86,176 +334%
CW
204
CreativeOne Wealth
Kansas
$14.3M +$1.76M +13,518 +14%
HL
205
HeadInvest LLC
Maine
$14.1M -$229K -1,753 -2%
CAWM
206
Capital Advisors Wealth Management
Washington
$13.9M +$237K +1,819 +2%
AAS
207
Ameritas Advisory Services
Nebraska
$13.9M +$1.38M +10,576 +11%
MWM
208
McNaughton Wealth Management
California
$13.6M -$1.56K -12 -0%
IAA
209
Independent Advisor Alliance
North Carolina
$13.6M +$13.9M +106,858 New
PFP
210
Paragon Financial Partners
California
$13.6M -$2.16M -16,574 -13%
HWM
211
Howard Wealth Management
Connecticut
$13.6M +$551K +4,227 +4%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$13.6M -$488K -3,745 -3%
BWA
213
Bordeaux Wealth Advisors
California
$13.2M +$647K +4,964 +5%
AAMC
214
Asset Allocation & Management Company
Illinois
$13.1M
ACA
215
Aptus Capital Advisors
Alabama
$13.1M +$5.1M +39,098 +61%
CA
216
Clearstead Advisors
Ohio
$13.1M +$483K +3,702 +4%
CWL
217
Causey Wealth LLC
Colorado
$13M +$13.3M +101,686 New
VAS
218
Vestmark Advisory Solutions
Massachusetts
$13M +$5.17M +39,670 +64%
VWA
219
VSM Wealth Advisory
Maryland
$12.9M +$13.2M +101,269 New
TGAM
220
TBH Global Asset Management
Tennessee
$12.7M -$1.67M -12,787 -11%
NL
221
NWAM LLC
Washington
$12.5M +$84.6K +649 +0.7%
HW
222
Hancock Whitney
Mississippi
$12.4M -$65.8K -505 -0.5%
SFO
223
Stokes Family Office
Louisiana
$12.4M +$5.87K +45 +0%
IWS
224
Insight Wealth Strategies
California
$12.3M +$298K +2,284 +2%
PCM
225
Pointe Capital Management
Michigan
$12.2M +$203K +1,555 +2%

VYM Hedge Fund Activity: Q4 2024 in Review

1,798 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2024, worth a combined $24.9B — up 13% from $22B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new VYM positions and 64 closed out — a net gain of 179 holders — while 695 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $429M. The largest seller was Vanguard Group, cutting an estimated $413M.

  • 1,798 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2024, up from 1,652 in Q3 2024.
  • Funds reported $24.9B of Vanguard High Dividend Yield ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 243 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2024 and 64 closed out, a net change of +179 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $429M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2024 was Vanguard Group, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.