VYM
Vanguard High Dividend Yield ETF
1W: +0.0%
1M: +1.6%
3M: +1.1%
YTD: +8.6%
1Y: +23.2%
3Y: +66.8%
5Y: +68.5%
$158.70
+1.45 (+0.92%)
Weekly Expected Move ±1.5%
$151
$153
$156
$158
$161
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VYM
2,129
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
22B
Total Invested
130
New Positions
787
Increased
864
Reduced
240
Closed
0.86
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2237 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 12,758,401 | 2.0B | +229,521 | +1.8% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,202,996 | 1.6B | +161,311 | +1.6% | 12Q | SEC ↗ |
| 3 | Gallagher Fiduciary Advisors, LLC | 8,811,881 | 1.4B | +8,750,384 | +14229.0% | 13Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 7,617,263 | 1.2B | -102,743 | -1.3% | 6Q | SEC ↗ |
| 5 | LPL Financial LLC | 6,759,886 | 1.1B | -60,233 | -0.9% | 13Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 5,506,257 | $874M | +204,501 | +3.9% | 12Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 5,454,000 | $866M | +90,998 | +1.7% | 13Q | SEC ↗ |
| 8 | Creative Planning | 3,839,152 | $609M | +220,398 | +6.1% | 13Q | SEC ↗ |
| 9 | UBS Group AG | 3,722,386 | $591M | +844,133 | +29.3% | 13Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 3,667,871 | $582M | -519,970 | -12.4% | 13Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 3,451,729 | $548M | +967 | +0.0% | 13Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 2,985,657 | $474M | +390,373 | +15.0% | 13Q | SEC ↗ |
| 13 | Wellspring Financial Advisors, LLC | 2,909,177 | $462M | -69,326 | -2.3% | 13Q | SEC ↗ |
| 14 | Rakuten Investment Management, Inc. | 2,837,108 | $450M | +1,418,554 | +100.0% | 3Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 2,751,727 | $437M | +105,528 | +4.0% | 12Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 2,699,936 | $428M | +54,785 | +2.1% | 13Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 2,476,663 | $393M | -14,967 | -0.6% | 13Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 2,392,901 | $380M | +18,527 | +0.8% | 13Q | SEC ↗ |
| 19 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,314,911 | $367M | +68,167 | +3.0% | 2Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 1,949,873 | $309M | +36,434 | +1.9% | 13Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 1,860,644 | $295M | -1,879,156 | -50.2% | 13Q | SEC ↗ |
| 22 | SCS Capital Management LLC | 1,463,217 | $232M | -42,033 | -2.8% | 5Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 1,455,190 | $231M | +34,835 | +2.5% | 13Q | SEC ↗ |
| 24 | Pathstone Holdings, LLC | 1,399,111 | $222M | +1,004 | +0.1% | 10Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 1,384,842 | $220M | -70,244 | -4.8% | 13Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 1,375,466 | $218M | -91,202 | -6.2% | 13Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 1,260,883 | $200M | +165,083 | +15.1% | 13Q | SEC ↗ |
| 28 | Howard Capital Management Inc. | 1,132,957 | $180M | — | +0.0% | 7Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 1,090,112 | $173M | -118 | -0.0% | 13Q | SEC ↗ |
| 30 | Joel Isaacson & Co., LLC | 1,040,153 | $165M | +12,357 | +1.2% | 13Q | SEC ↗ |
| 31 | Auto-Owners Insurance Co | 1,035,700 | $164M | -148,643,664 | -99.3% | 13Q | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 955,524 | $152M | +26,651 | +2.9% | 13Q | SEC ↗ |
| 33 | TRUIST FINANCIAL CORP | 942,329 | $150M | +7,179 | +0.8% | 13Q | SEC ↗ |
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 913,105 | $145M | +4,105 | +0.5% | 13Q | SEC ↗ |
| 35 | Wharton Business Group, LLC | 889,433 | $141M | -3,034 | -0.3% | 13Q | SEC ↗ |
| 36 | D.A. DAVIDSON & CO. | 868,479 | $138M | +39,369 | +4.7% | 13Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 856,648 | $136M | +36,399 | +4.4% | 13Q | SEC ↗ |
| 38 | Florida Trust Wealth Management Co | 789,676 | $125M | -533 | -0.1% | 10Q | SEC ↗ |
| 39 | Cerity Partners LLC | 774,708 | $123M | +13,143 | +1.7% | 13Q | SEC ↗ |
| 40 | BANK OF MONTREAL /CAN | 752,342 | $119M | +43,621 | +6.2% | 13Q | SEC ↗ |
| 41 | Allworth Financial LP | 749,545 | $119M | +23,701 | +3.3% | 13Q | SEC ↗ |
| 42 | Martel Wealth Advisors LLC | 735,340 | $117M | +9,339 | +1.3% | 13Q | SEC ↗ |
| 43 | One Day In July LLC | 731,082 | $116M | +26,695 | +3.8% | 13Q | SEC ↗ |
| 44 | Corient Private Wealth LLC | 723,858 | $115M | -729,546 | -50.2% | 13Q | SEC ↗ |
| 45 | Equitable Holdings, Inc. | 692,223 | $110M | +38,970 | +6.0% | 13Q | SEC ↗ |
| 46 | ASSETMARK, INC | 662,033 | $105M | -36,017 | -5.2% | 13Q | SEC ↗ |
| 47 | HCR Wealth Advisors | 645,989 | $103M | +3,870 | +0.6% | 13Q | SEC ↗ |
| 48 | Stratos Wealth Partners, LTD. | 627,878 | $100M | -11,306 | -1.8% | 13Q | SEC ↗ |
| 49 | INSPIRION WEALTH ADVISORS, LLC | 586,809 | $93M | +85,485 | +17.1% | 13Q | SEC ↗ |
| 50 | SBI Securities Co., Ltd. | 586,333 | $93M | +3,533 | +0.6% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Oasis Advisors, LLC | 262,386 | $42M |
| RETIREMITTEN FINANCIAL LLC | 191,212 | $30M |
| ELEVATION POINT WEALTH PARTNERS, LL | 124,693 | $20M |
| Elevation Advisory Partners LLC | 84,976 | $13M |
| Beacon Bank & Trust | 77,292 | $12M |
| TBH Global Asset Management, LLC | 70,433 | $11M |
| CIBC Bancorp USA Inc. | 69,205 | $11M |
| IFG Advisors, LLC | 66,512 | $11M |
| GREENBERG FINANCIAL GROUP | 55,329 | $9M |
| Vanguard National Trust Co | 53,255 | $8M |
| Wealth Advisory Team LLC | 49,534 | $8M |
| Wealth Care LLC | 47,200 | $7M |
| VANGUARD ADVISERS INC | 41,142 | $7M |
| Dickmeyer Boyce Financial Managemen | 40,530 | $6M |
| Navigation Group, LLC | 31,425 | $5M |
| LightSquare Wealth Management, LLC | 28,413 | $5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 28,102 | $4M |
| Baer Investment Advisory LLC | 27,962 | $4M |
| Hayek Kallen Investment Management | 22,470 | $4M |
| Gerald Baker Financial Group LLC | 20,675 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 2,749,414 | $436M |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 933,014 | $148M |
| UNITED SERVICES AUTOMOBILE ASSOCIAT | 336,132 | $53M |
| NewEdge Advisors, LLC | 331,827 | $53M |
| STATE FARM MUTUAL AUTOMOBILE INSURA | 218,597 | $35M |
| Kovitz Investment Group Partners, L | 204,576 | $32M |
| NISA INVESTMENT ADVISORS, LLC | 76,316 | $12M |
| CITADEL ADVISORS LLC | 75,783 | $12M |
| Tidal Investments LLC | 56,919 | $9M |
| Custos Family Office, LLC | 55,319 | $9M |
| Consolidated Portfolio Review Corp | 55,086 | $9M |
| J.W. COLE ADVISORS, INC. | 45,350 | $7M |
| Payne Capital LLC | 42,082 | $7M |
| tru Independence LLC | 35,440 | $6M |
| Omnitrust Wealth Management, Inc | 32,089 | $5M |
| Yukon Wealth Management, Inc. | 27,150 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 26,948 | $4M |
| COMMONS CAPITAL, LLC | 25,380 | $4M |
| Divergent Planning, LLC | 25,203 | $4M |
| Strengthening Families & Communitie | 24,604 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | +8,750,384 | +14229.0% | 8,811,881 |
| Rakuten Investment Management, Inc. | +1,418,554 | +100.0% | 2,837,108 |
| UBS Group AG | +844,133 | +29.3% | 3,722,386 |
| JONES FINANCIAL COMPANIES LLLP | +390,373 | +15.0% | 2,985,657 |
| BANK OF AMERICA CORP /DE | +229,521 | +1.8% | 12,758,401 |
| Creative Planning | +220,398 | +6.1% | 3,839,152 |
| FIFTH THIRD BANCORP | +218,605 | +1198.6% | 236,843 |
| COMMERCE BANK | +212,318 | +135.5% | 368,959 |
| WELLS FARGO & COMPANY/MN | +204,501 | +3.9% | 5,506,257 |
| UBS AM, a distinct business unit of | +181,007 | +428.3% | 223,273 |
| Kestra Advisory Services, LLC | +165,083 | +15.1% | 1,260,883 |
| MORGAN STANLEY | +161,311 | +1.6% | 10,202,996 |
| Mesirow Financial Investment Manage | +156,199 | +39.4% | 552,464 |
| Farther Finance Advisors, LLC | +127,724 | +323.7% | 167,178 |
| NOVEM GROUP | +125,410 | +1055.4% | 137,293 |
| WELLINGTON MANAGEMENT GROUP LLP | +113,770 | +318.1% | 149,535 |
| Gateway Wealth Partners, LLC | +110,973 | +959.5% | 122,539 |
| Independent Advisor Alliance | +108,467 | +428.9% | 133,757 |
| Asset Allocation & Management Compa | +108,264 | +105.1% | 211,254 |
| MERCER GLOBAL ADVISORS INC /ADV | +105,528 | +4.0% | 2,751,727 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Auto-Owners Insurance Co | -148,643,664 | -99.3% | 1,035,700 |
| GOLDMAN SACHS GROUP INC | -1,879,156 | -50.2% | 1,860,644 |
| Corient Private Wealth LLC | -729,546 | -50.2% | 723,858 |
| AMERIPRISE FINANCIAL INC | -519,970 | -12.4% | 3,667,871 |
| Round Rock Advisors LLC | -302,370 | -49.1% | 312,896 |
| AXXCESS WEALTH MANAGEMENT, LLC | -295,898 | -79.3% | 77,423 |
| IFG Advisory, LLC | -216,018 | -99.6% | 929 |
| BNP PARIBAS FINANCIAL MARKETS | -199,623 | -28.5% | 501,305 |
| New England Private Wealth Advisors | -196,089 | -88.0% | 26,618 |
| AE Wealth Management LLC | -171,671 | -80.0% | 42,819 |
| Ariston Services Group | -157,818 | -100.0% | 0 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -147,712 | -30.0% | 345,479 |
| Rockefeller Capital Management L.P. | -138,422 | -48.8% | 145,206 |
| Select Asset Management & Trust | -132,798 | -97.5% | 3,437 |
| MML INVESTORS SERVICES, LLC | -104,611 | -16.7% | 522,526 |
| RAYMOND JAMES FINANCIAL INC | -102,743 | -1.3% | 7,617,263 |
| Bell Bank | -97,373 | -90.7% | 9,961 |
| STIFEL FINANCIAL CORP | -91,202 | -6.2% | 1,375,466 |
| World Investment Advisors | -89,404 | -52.9% | 79,740 |
| Insight Wealth Strategies, LLC | -87,567 | -96.6% | 3,036 |