VYM Institutional Ownership
Vanguard High Dividend Yield ETF
1W: -0.8%
1M: -4.8%
3M: -2.3%
YTD: +8.1%
1Y: +11.6%
3Y: +61.1%
5Y: +69.3%
$156.46
+1.11 (+0.71%)
Weekly Expected Move ±1.1%
$153
$155
$156
$158
$160
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Institutional Ownership — VYM
2,154
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
28B
Total Invested
158
New Positions
843
Increased
774
Reduced
75
Closed
0.86
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2256 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 12,643,649 | 2.0B | -114,752 | -0.9% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,662,582 | 1.7B | +308,016 | +3.0% | 60Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 8,009,206 | 1.3B | +391,943 | +5.1% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 7,241,202 | 1.1B | +481,316 | +7.1% | 61Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 6,100,827 | $955M | +9,636 | +0.2% | 71Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 5,526,857 | $865M | +72,857 | +1.3% | 61Q | SEC ↗ |
| 7 | Creative Planning | 3,834,889 | $600M | -4,263 | -0.1% | 59Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 3,715,315 | $581M | +47,444 | +1.3% | 16Q | SEC ↗ |
| 9 | UBS Group AG | 3,674,450 | $575M | -47,936 | -1.3% | 47Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 3,613,813 | $565M | +162,084 | +4.7% | 73Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 3,335,671 | $522M | +350,014 | +11.7% | 26Q | SEC ↗ |
| 12 | Wellspring Financial Advisors, LLC | 2,958,647 | $463M | +49,470 | +1.7% | 26Q | SEC ↗ |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 2,883,738 | $451M | +177,083 | +6.5% | 30Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 2,823,051 | $442M | +123,115 | +4.6% | 43Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 2,518,659 | $394M | +41,996 | +1.7% | 68Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 2,266,781 | $355M | -126,120 | -5.3% | 35Q | SEC ↗ |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,184,266 | $342M | -44,739 | -2.0% | 4Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 1,958,777 | $306M | +8,904 | +0.5% | 52Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 1,822,230 | $285M | -38,414 | -2.1% | 15Q | SEC ↗ |
| 20 | Rakuten Investment Management, Inc. | 1,695,054 | $265M | -1,142,054 | -40.3% | 4Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 1,623,862 | $254M | +239,020 | +17.3% | 26Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 1,466,544 | $229M | +11,354 | +0.8% | 22Q | SEC ↗ |
| 23 | Pathstone Holdings, LLC | 1,425,288 | $223M | +26,177 | +1.9% | 11Q | SEC ↗ |
| 24 | SCS Capital Management LLC | 1,422,806 | $223M | -40,411 | -2.8% | 6Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 1,390,923 | $218M | +15,457 | +1.1% | 49Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 1,236,739 | $194M | -24,144 | -1.9% | 24Q | SEC ↗ |
| 27 | Howard Capital Management, LLC | 1,132,957 | $177M | — | +0.0% | 8Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 1,112,040 | $174M | +21,928 | +2.0% | 66Q | SEC ↗ |
| 29 | Joel Isaacson & Co., LLC | 1,053,342 | $165M | +13,189 | +1.3% | 55Q | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 965,211 | $151M | +9,687 | +1.0% | 45Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 951,013 | $149M | +94,365 | +11.0% | 39Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 942,212 | $147M | -117 | -0.0% | 41Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 917,460 | $144M | +4,355 | +0.5% | 15Q | SEC ↗ |
| 34 | D.A. DAVIDSON & CO. | 868,322 | $136M | -157 | -0.0% | 54Q | SEC ↗ |
| 35 | Arax Advisory Partners | 829,634 | $130M | +762,075 | +1128.0% | 21Q | SEC ↗ |
| 36 | Wharton Business Group, LLC | 820,989 | $128M | -68,444 | -7.7% | 19Q | SEC ↗ |
| 37 | Florida Trust Wealth Management Co | 798,906 | $125M | +9,230 | +1.2% | 11Q | SEC ↗ |
| 38 | Cerity Partners LLC | 798,791 | $125M | +24,083 | +3.1% | 38Q | SEC ↗ |
| 39 | BANK OF MONTREAL /CAN | 750,642 | $117M | -1,700 | -0.2% | 53Q | SEC ↗ |
| 40 | One Day In July LLC | 748,425 | $117M | +17,343 | +2.4% | 31Q | SEC ↗ |
| 41 | Martel Wealth Advisors LLC | 747,548 | $117M | +12,208 | +1.7% | 32Q | SEC ↗ |
| 42 | Auto-Owners Insurance Co | 724,200 | $113M | -311,500 | -30.1% | 15Q | SEC ↗ |
| 43 | Allworth Financial LP | 715,436 | $112M | -34,109 | -4.6% | 49Q | SEC ↗ |
| 44 | Corient Private Wealth LP | 701,058 | $110M | -22,800 | -3.1% | 15Q | SEC ↗ |
| 45 | Equitable Holdings, Inc. | 686,126 | $107M | -6,097 | -0.9% | 27Q | SEC ↗ |
| 46 | HCR Wealth Advisors | 656,338 | $103M | +10,349 | +1.6% | 27Q | SEC ↗ |
| 47 | INSPIRION WEALTH ADVISORS, LLC | 631,801 | $99M | +44,992 | +7.7% | 47Q | SEC ↗ |
| 48 | Stratos Wealth Partners, LTD. | 631,378 | $99M | +3,500 | +0.6% | 48Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 627,405 | $98M | +104,879 | +20.1% | 38Q | SEC ↗ |
| 50 | ASSETMARK, INC | 581,756 | $91M | -80,277 | -12.1% | 52Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Markowski Investments | 144,471 | $23M |
| Angeles Investment Advisors, LLC | 124,515 | $19M |
| Global Retirement Partners, LLC | 87,342 | $14M |
| R2 Capital Strategies, LLC | 78,303 | $12M |
| Northwest & Ethical Investments L.P | 78,220 | $12M |
| Carolina Wealth Management Inc | 63,179 | $10M |
| COMPASS FINANCIAL MANAGEMENT LLC | 63,030 | $10M |
| Evanson Financial, LLC | 58,035 | $9M |
| Maloon Powers Pitre Higgins & Denne | 51,857 | $8M |
| J.W. COLE ADVISORS, INC. | 48,905 | $8M |
| Diversify Advisory Services, LLC | 37,453 | $6M |
| Wealth Advisory Team LLC | 35,949 | $6M |
| D. E. Shaw & Co., Inc. | 30,294 | $5M |
| TRUST CO OF VERMONT | 27,803 | $4M |
| Yukon Wealth Management, Inc. | 27,154 | $4M |
| Schuylkill Financial LLC | 24,636 | $4M |
| Noble Wealth Partners LLC | 23,349 | $4M |
| Luminist Capital LLC | 21,112 | $3M |
| Curated Wealth Partners LLC | 20,973 | $3M |
| GTS SECURITIES LLC | 20,087 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 933,014 | $146M |
| UNITED SERVICES AUTOMOBILE ASSOCIAT | 336,132 | $53M |
| Penserra Capital Management LLC | 130,497 | $20M |
| NISA INVESTMENT ADVISORS, LLC | 76,316 | $12M |
| DAVIDSON INVESTMENT ADVISORS | 58,029 | $9M |
| Tidal Investments LLC | 56,919 | $9M |
| Talisman Wealth Advisors LLC | 54,377 | $9M |
| Payne Capital LLC | 42,082 | $7M |
| Strategic Advisors LLC | 41,552 | $7M |
| tru Independence LLC | 35,440 | $6M |
| Omnitrust Wealth Management, Inc | 32,089 | $5M |
| M Holdings Securities, Inc. | 31,077 | $5M |
| Baer Investment Advisory LLC | 27,962 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 26,948 | $4M |
| CITADEL ADVISORS LLC | 21,897 | $3M |
| HF Advisory Group, LLC | 18,717 | $3M |
| SIMPLEX TRADING, LLC | 18,061 | $3M |
| EVOKE WEALTH, LLC | 17,885 | $3M |
| Monument Capital Management | 14,476 | $2M |
| Y-Intercept (Hong Kong) Ltd | 11,532 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arax Advisory Partners | +762,075 | +1128.0% | 829,634 |
| LPL Financial LLC | +481,316 | +7.1% | 7,241,202 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | +401,842 | +414.3% | 498,844 |
| RAYMOND JAMES FINANCIAL INC | +391,943 | +5.1% | 8,009,206 |
| Olistico Wealth, LLC | +363,524 | +15052.8% | 365,939 |
| JONES FINANCIAL COMPANIES LLLP | +350,014 | +11.7% | 3,335,671 |
| MORGAN STANLEY | +308,016 | +3.0% | 10,662,582 |
| OSAIC HOLDINGS, INC. | +239,020 | +17.3% | 1,623,862 |
| IFG Advisory, LLC | +232,370 | +25012.9% | 233,299 |
| DMKC Advisory Services, LLC | +228,266 | +13961.2% | 229,901 |
| MERCER GLOBAL ADVISORS INC /ADV | +177,083 | +6.5% | 2,883,738 |
| Savant Capital, LLC | +174,329 | +594.5% | 203,652 |
| ENVESTNET ASSET MANAGEMENT INC | +162,084 | +4.7% | 3,613,813 |
| Ariston Services Group | +158,764 | — | 158,764 |
| Cetera Investment Advisers | +123,115 | +4.6% | 2,823,051 |
| Waverly Advisors, LLC | +107,941 | +24.7% | 544,941 |
| MML INVESTORS SERVICES, LLC | +104,879 | +20.1% | 627,405 |
| Allen Investment Management, LLC | +103,818 | +63.2% | 268,026 |
| CAPTRUST FINANCIAL ADVISORS | +94,365 | +11.0% | 951,013 |
| Clearstead Advisors, LLC | +75,383 | +38.5% | 271,152 |