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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
Bank of America
1
Bank of America
North Carolina
$1.57B -$209M -1,598,204 -12%
Morgan Stanley
2
Morgan Stanley
New York
$1.28B +$19.8M +150,975 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$943M +$11.9M +90,605 +1%
SLI
4
Sumitomo Life Insurance
Japan
$745M -$1.23B -9,360,000 -62%
LPL Financial
5
LPL Financial
California
$743M +$15.3M +117,074 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$705M +$1.55M +11,857 +0.2%
Wells Fargo
7
Wells Fargo
California
$661M +$15.1M +115,471 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$583M -$43.4M -331,266 -7%
Ameriprise
9
Ameriprise
Minnesota
$492M +$48.7M +372,066 +11%
Creative Planning
10
Creative Planning
Kansas
$467M -$3.84M -29,308 -0.8%
UBS Group
11
UBS Group
Switzerland
$398M +$8.46M +64,644 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$321M +$19.2M +146,915 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$309M -$1.34M -10,261 -0.4%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$306M +$12.4M +94,985 +4%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$300M +$18.6M +142,099 +6%
Goldman Sachs
16
Goldman Sachs
New York
$265M +$2.55M +19,514 +1%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$240M +$33M +251,778 +15%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$235M +$2.61M +19,953 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$209M +$9.97M +76,137 +5%
SCM
20
SCS Capital Management
Massachusetts
$199M +$202M +1,540,670 New
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$182M -$2.12M -16,174 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$167M +$35.2M +268,847 +26%
Stifel Financial
23
Stifel Financial
Missouri
$166M -$16.2M -123,920 -9%
RIM
24
Rakuten Investment Management
Japan
$161M +$165M +1,258,454 New
Osaic Holdings
25
Osaic Holdings
Arizona
$135M +$13.6M +104,203 +11%

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.