VANGUARD INT HIGH DVD YLD IN VYMI
$99.27
+1.5% 52w: $74.89 – $100.21
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data74.8987.55100.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
825
+58 QoQ
13F value
$7.18B
+1.6% QoQ
Smart-money holders
19
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
2.5×
$1.8M calls / $744K puts
Institutional value by quarter
Number of holders
Who owns VYMI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 6.4M | $606.5M | 0.0% | +14.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.2M | $581.8M | 0.0% | +10.7% |
| UBS Group AG | Bank broker | 3.4M | $324.9M | 0.1% | +151.7% |
| Orgel Wealth Management, LLC | Wealth advisor | 3.1M | $288.8M | 6.2% | +22.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.7M | $250.3M | 0.4% | +3.6% |
| LPL Financial LLC | Bank broker | 2.5M | $236.2M | 0.1% | +12.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $223.2M | 0.0% | +8.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.3M | $219.5M | 0.1% | +30.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $216.3M | 0.1% | +15.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.2M | $200.6M | 0.1% | +26.5% |
| JANE STREET GROUP, LLC | Market maker | 1.9M | $174.6M | 0.2% | +68.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $173.4M | 0.0% | +19.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $140.7M | 0.0% | +8.5% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.4M | $127.9M | 5.0% | +1.6% |
| Mariner, LLC | Diversified mechanical | 959.4K | $90.4M | 0.1% | +7.9% |
| HighTower Advisors, LLC | Diversified mechanical | 804.7K | $75.8M | 0.1% | +2.6% |
| Creative Planning | Wealth advisor | 704.3K | $66.4M | 0.0% | +3.0% |
| CWM, LLC | Wealth advisor | 673.2K | $63.4M | 0.2% | +8.7% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 637.7K | $60.1M | 8.5% | +6.6% |
| Cetera Investment Advisers | Wealth advisor | 637.2K | $60.0M | 0.1% | +6.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 596.9K | $56.3M | 0.0% | +11.6% |
| Equitable Holdings, Inc. | Wealth advisor | 600.5K | $54.0M | 0.3% | +18.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 556.2K | $52.4M | 0.1% | +8.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 487.9K | $46.0M | 0.1% | +23.7% |
| JPMORGAN CHASE & CO | Bank broker | 466.0K | $42.7M | 0.0% | +3.1% |
| LS Investment Advisors, LLC ★2 | Fundamental diversified | 421.4K | $39.7M | 5.9% | +6.2% |
| Capital Advantage, Inc. | Wealth advisor | 414.2K | $39.0M | 5.1% | +1.0% |
| Barry Investment Advisors, LLC | Wealth advisor | 412.3K | $38.9M | 8.6% | +1.0% |
| ASSETMARK, INC | Wealth advisor | 397.6K | $37.5M | 0.1% | -1.9% |
| Focus Partners Wealth | Wealth advisor | 380.7K | $35.9M | 0.0% | -0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 361.3K | $34.0M | 0.1% | -40.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 341.4K | $32.2M | 0.0% | -2.4% |
| BURNS J W & CO INC/NY | Other | 333.8K | $31.5M | 3.6% | +9.0% |
| NorthRock Partners, LLC | Wealth advisor | 323.5K | $30.5M | 0.5% | -3.6% |
| Hamilton Wealth, LLC | Wealth advisor | 322.0K | $30.3M | 5.9% | +0.6% |
| FIRST HAWAIIAN BANK | Wealth advisor | 312.1K | $29.4M | 4.1% | -1.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 309.0K | $29.1M | 0.0% | +151.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 299.3K | $28.2M | 0.1% | +28.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 283.7K | $26.7M | 0.0% | +4.5% |
| SWAN Capital LLC | Wealth advisor | 282.7K | $26.6M | 9.8% | -1.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 282.1K | $26.6M | 0.1% | +2.0% |
| BANK OF HAWAII | Wealth advisor | 277.8K | $26.2M | 1.4% | -1.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 258.2K | $24.3M | 0.0% | +19.7% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 257.9K | $24.3M | 0.0% | +2.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 255.6K | $24.1M | 0.0% | +8.5% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 254.4K | $24.0M | 0.0% | +22.6% |
| Main Line Retirement Advisors, LLC | Wealth advisor | 251.6K | $23.7M | 11.8% | +2.3% |
| Strategic Point Investment Advisors, LLC | Wealth advisor | 250.7K | $23.6M | 3.4% | -0.5% |
| Ackerman Capital Advisors, LLC | Wealth advisor | 248.8K | $23.4M | 4.8% | -4.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 246.3K | $23.2M | 0.1% | +323.8% |
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.