VANGUARD HIGH DVD YIELD ETF VYM
$159.48
+0.8% 52w: $126.47 – $160.18
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data126.47143.32160.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.0K
+10 QoQ
13F value
$26.23B
+4.3% QoQ
Smart-money holders
75
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
11.6×
$294.6M calls / $25.3M puts
Institutional value by quarter
Number of holders
Who owns VYM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.8M | $1.89B | 0.1% | +1.8% |
| MORGAN STANLEY | Bank broker | 10.4M | $1.53B | 0.1% | +1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.6M | $1.13B | 0.3% | -1.3% |
| LPL Financial LLC | Bank broker | 6.8M | $1.00B | 0.3% | -0.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.1M | $902.1M | 0.2% | +10.6% |
| JPMORGAN CHASE & CO | Bank broker | 5.5M | $793.4M | 0.1% | +1.7% |
| Creative Planning | Wealth advisor | 3.8M | $568.6M | 0.4% | +6.1% |
| UBS Group AG | Bank broker | 3.7M | $551.3M | 0.1% | +29.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.7M | $543.4M | 0.1% | -12.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.5M | $511.2M | 0.1% | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $435.1M | 0.2% | +15.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.7M | $400.9M | 0.6% | -1.6% |
| Cetera Investment Advisers | Wealth advisor | 2.7M | $399.9M | 0.4% | +2.1% |
| Rakuten Investment Management, Inc. | Wealth advisor | 2.8M | $398.6M | 0.8% | +100.0% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $366.8M | 0.1% | -0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.4M | $354.4M | 0.5% | +0.8% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.2M | $330.1M | 2.8% | -3.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.9M | $288.8M | 0.7% | +1.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.9M | $275.6M | 0.0% | -0.5% |
| SCS Capital Management LLC | Wealth advisor | 1.5M | $216.7M | 2.3% | -2.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.5M | $215.5M | 0.2% | +2.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.4M | $207.2M | 0.8% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $205.1M | 0.3% | -4.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.4M | $203.7M | 0.2% | -6.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.3M | $186.7M | 0.7% | +15.1% |
| Howard Capital Management Inc. | Wealth advisor | 1.1M | $167.8M | 2.7% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $161.4M | 0.4% | 0.0% |
| Joel Isaacson & Co., LLC | Wealth advisor | 1.0M | $154.0M | 5.1% | +1.2% |
| Auto-Owners Insurance Co | Wealth advisor | 1.0M | $153.4M | 3.2% | Held |
| Baird Financial Group, Inc. | Diversified mechanical | 955.5K | $141.5M | 0.2% | +2.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 942.3K | $139.6M | 0.2% | +0.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 913.1K | $135.2M | 0.1% | +0.5% |
| Wharton Business Group, LLC | Wealth advisor | 889.4K | $131.7M | 5.0% | -0.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 868.5K | $128.6M | 0.8% | +4.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 856.6K | $126.9M | 0.2% | +4.4% |
| Florida Trust Wealth Management Co | Other | 789.7K | $117.0M | 3.3% | -0.1% |
| Cerity Partners LLC | Diversified mechanical | 774.7K | $114.7M | 0.2% | +1.7% |
| BANK OF MONTREAL /CAN/ | Bank broker | 752.3K | $111.4M | 0.0% | +6.2% |
| Allworth Financial LP | Wealth advisor | 749.5K | $111.0M | 0.5% | +3.3% |
| Martel Wealth Advisors LLC | Wealth advisor | 735.3K | $108.9M | 18.5% | +1.3% |
| One Day In July LLC | Wealth advisor | 731.1K | $108.3M | 8.7% | +3.8% |
| Corient Private Wealth LLC | Diversified mechanical | 723.9K | $107.1M | 0.2% | -50.2% |
| Equitable Holdings, Inc. | Wealth advisor | 692.2K | $99.4M | 0.6% | +6.0% |
| ASSETMARK, INC | Wealth advisor | 662.0K | $98.0M | 0.2% | -5.2% |
| HCR Wealth Advisors | Other | 646.0K | $95.7M | 9.9% | +0.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 627.9K | $93.0M | 1.1% | -1.8% |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 586.8K | $86.9M | 10.8% | +17.1% |
| SBI Securities Co., Ltd. | Diversified mechanical | 586.3K | $86.8M | 2.4% | +0.6% |
| Mariner, LLC | Diversified mechanical | 583.1K | $86.3M | 0.1% | +2.3% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 559.8K | $82.9M | 14.9% | +1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.