Vanguard High Dividend Yield ETF
1,656 hedge funds and large institutions have $22B invested in Vanguard High Dividend Yield ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 684 increasing their positions, 542 reducing their positions, and 47 closing their positions.
280% more call options, than puts
Call options by funds: $247M | Put options by funds: $64.9M
181% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 47
26% more repeat investments, than reductions
Existing positions increased: 684 | Existing positions reduced: 542
12% more capital invested
Capital invested by funds: $19.7B → $22B (+$2.36B)
4% more funds holding
Funds holding: 1,591 → 1,656 (+65)
4% more funds holding in top 10
Funds holding in top 10: 147 → 153 (+6)
0.65% more ownership
Funds ownership: 37.24% → 37.89% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$129M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$68.1M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$57M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$45.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BB
Bell Bank
Fargo,
North Dakota
|
-$53.5M |
| 2 |
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
-$47.2M |
| 3 |
OHWA
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
-$22.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.9M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$17.8M |
VYM Hedge Fund Activity: Q3 2024 in Review
1,656 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2024, worth a combined $22B — up 12% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new VYM positions and 47 closed out — a net gain of 85 holders — while 684 added to existing stakes and 542 trimmed.
The largest buyer was Howard Capital Management, opening a new position worth an estimated $129M. The largest seller was Bell Bank, cutting an estimated $53.5M.
- 1,656 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2024, up from 1,591 in Q2 2024.
- Funds reported $22B of Vanguard High Dividend Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 132 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2024 and 47 closed out, a net change of +85 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q3 2024 was Howard Capital Management, an estimated $129M added.
- The largest Vanguard High Dividend Yield ETF seller in Q3 2024 was Bell Bank, an estimated $53.5M sold.
Based on aggregated 13F filings for Q3 2024.