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VGHY Institutional Ownership

Vanguard Fixed Income Securities Funds - Vanguard High-Yield Active ETF
1W: -0.6% 1M: -3.1% YTD: -3.4%
$71.88
+0.10 (+0.14%)
 
Weekly Expected Move ±0.5%
$71 $72 $72 $72 $73
ETF CBOE · AUM $307.8M

Institutional Ownership — VGHY

39
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
39M
Total Invested
18
New Positions
13
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (41 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Holos Integrated Wealth LLC 106,344 $8M +15,786 +17.4% 3Q SEC ↗
2 SAGE RHINO CAPITAL LLC 53,267 $4M +31,788 +148.0% 2Q SEC ↗
3 EVOLVE PRIVATE WEALTH, LLC 42,922 $3M +337 +0.8% 2Q SEC ↗
4 JANE STREET GROUP, LLC 36,877 $3M -4,589 -11.1% 4Q SEC ↗
5 Buska Wealth Management, LLC 33,874 $2M +4,450 +15.1% 3Q SEC ↗
6 OSAIC HOLDINGS, INC. 30,775 $2M +12,900 +72.2% 3Q SEC ↗
7 Sigma Planning Corp NEW 26,553 $2M — +0.0% 1Q SEC ↗
8 Worth Asset Management, LLC NEW 23,503 $2M — +0.0% 1Q SEC ↗
9 Maridea Wealth Management LLC NEW 13,905 $999K — +0.0% 1Q SEC ↗
10 Collaborative Fund Advisors, LLC NEW 13,772 $990K — +0.0% 1Q SEC ↗
11 J. M. Brown & Associates Inc. NEW 12,776 $918K — +0.0% 1Q SEC ↗
12 CITADEL ADVISORS LLC NEW 12,620 $907K — +0.0% 1Q SEC ↗
13 Independence Asset Advisors, LLC 12,498 $898K +7,467 +148.4% 2Q SEC ↗
14 Cambridge Investment Research Advisors 11,282 $811K +646 +6.1% 2Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 10,297 $740K +294 +2.9% 2Q SEC ↗
16 MML INVESTORS SERVICES, LLC 9,771 $702K +3,906 +66.6% 2Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC 9,440 $678K +2,860 +43.5% 2Q SEC ↗
18 NewEdge Advisors, LLC NEW 8,954 $644K — +0.0% 1Q SEC ↗
19 MELFA WEALTH MANAGEMENT, INC. 8,325 $598K — +0.0% 4Q SEC ↗
20 Nicholas Wealth, LLC. 7,920 $569K +2,515 +46.5% 2Q SEC ↗
21 Calder Financial LLC NEW 6,470 $465K — +0.0% 1Q SEC ↗
22 Mustard Seed Financial, LLC NEW 5,550 $399K — +0.0% 1Q SEC ↗
23 CHOREO, LLC NEW 4,676 $336K — +0.0% 1Q SEC ↗
24 Thayer Partners, LLC / MA NEW 4,307 $310K — +0.0% 1Q SEC ↗
25 JOHNSON INVESTMENT COUNSEL INC NEW 4,200 $302K — +0.0% 1Q SEC ↗
26 HRT FINANCIAL LP 3,518 $253K -3,489 -49.8% 2Q SEC ↗
27 SpringVest Wealth Management LLC NEW 2,924 $210K — +0.0% 1Q SEC ↗
28 HARBOUR INVESTMENTS, INC. 2,054 $148K +11 +0.5% 3Q SEC ↗
29 MERCER GLOBAL ADVISORS INC /ADV NEW 1,762 $127K — +0.0% 1Q SEC ↗
30 ROYAL BANK OF CANADA 870 $63K — +0.0% 3Q SEC ↗
31 Farther Finance Advisors, LLC 700 $50K — +0.0% 3Q SEC ↗
32 EverSource Wealth Advisors, LLC 500 $36K — +0.0% 3Q SEC ↗
33 Integrated Wealth Concepts LLC NEW 412 $30K — +0.0% 1Q SEC ↗
34 CVA Family Office, LLC NEW 334 $24K — +0.0% 1Q SEC ↗
35 Ancora Advisors LLC NEW 334 $24K — +0.0% 1Q SEC ↗
36 UBS Group AG NEW 250 $18K — +0.0% 1Q SEC ↗
37 VSM Wealth Advisory, LLC 204 $15K +3 +1.5% 3Q SEC ↗
38 Ankerstar Wealth, LLC 70 $5K — +0.0% 2Q SEC ↗
39 MORGAN STANLEY 0 $0K -1 -100.0% 1Q SEC ↗
40 GOLDMAN SACHS GROUP INC 0 $0K -20,306 -100.0% 2Q SEC ↗
41 WELLS FARGO & COMPANY/MN 0 $0K -80 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (13)
HolderAddedChange %Total Shares
SAGE RHINO CAPITAL LLC +31,788 +148.0% 53,267
Holos Integrated Wealth LLC +15,786 +17.4% 106,344
OSAIC HOLDINGS, INC. +12,900 +72.2% 30,775
Independence Asset Advisors, LLC +7,467 +148.4% 12,498
Buska Wealth Management, LLC +4,450 +15.1% 33,874
MML INVESTORS SERVICES, LLC +3,906 +66.6% 9,771
COMMONWEALTH EQUITY SERVICES, LLC +2,860 +43.5% 9,440
Nicholas Wealth, LLC. +2,515 +46.5% 7,920
Cambridge Investment Research Advis +646 +6.1% 11,282
EVOLVE PRIVATE WEALTH, LLC +337 +0.8% 42,922
ENVESTNET ASSET MANAGEMENT INC +294 +2.9% 10,297
HARBOUR INVESTMENTS, INC. +11 +0.5% 2,054
VSM Wealth Advisory, LLC +3 +1.5% 204
Biggest Decreases (2)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -4,589 -11.1% 36,877
HRT FINANCIAL LP -3,489 -49.8% 3,518

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms