Vanguard High DVD Yield ETFVYMETF

13F holders, Q1 2024 (March 31)
1,604holders
5famous investors
$118.37avg. 13F price*

At the end of Q1 2024, 1,604 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings. The largest holders were Sumitomo Life Insurance Co. ($1.6B), Bank of America Corp. ($1.3B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard High DVD Yield ETF
CUSIP
921946406
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,604Q1 2024Q2 2024: 1,592Q2 2024Q3 2024: 1,657Q3 2024Q4 2024: 1,803Q4 2024Q1 2025: 1,801Q1 2025Q2 2025: 1,806Q2 2025Q3 2025: 1,841Q3 2025Q4 2025: 2,005Q4 2025Q1 2026: 2,021Q1 2026Q2 2026: 2,067Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions103$116.4M
Exits74$93.0M

Ownership 1,604 holders

Sumitomo Life Insurance Co. 41.81% No change 15,133,322 $1.6B
Bank of America Corp. 0.13% Reduce -2.0% 10,962,793 $1.3B
Morgan Stanley 0.09% Add +4.3% 9,544,714 $1.2B
LPL Financial LLC 0.32% Reduce -0.8% 4,995,098 $604.4M
Envestnet Asset Management Inc. 0.22% Add +1.1% 4,940,816 $597.8M
Wells Fargo & Company 0.15% Add +4.4% 4,602,082 $556.8M
Raymond James Financial Services Advisors, Inc. 0.73% Reduce -0.3% 4,047,824 $489.7M
Creative Planning 0.50% Reduce -2.4% 3,753,685 $454.2M
Raymond James & Associates 0.28% Reduce -0.7% 3,383,010 $409.3M
Vanguard Group Inc. 0.01% Add +0.5% 3,246,447 $392.8M
Ameriprise Financial Inc. 0.11% Reduce -6.0% 3,226,953 $390.6M
UBS Group AG 0.12% Reduce -9.1% 3,106,871 $375.9M
Royal Bank of Canada 0.07% Add +0.2% 2,508,540 $303.5M
JPMorgan Chase & Co. 0.02% Reduce -1.1% 2,213,011 $267.8M
Goldman Sachs Group Inc. 0.05% Reduce -3.0% 2,108,303 $255.1M
Mercer Global Advisors Inc. 0.71% Add +11.8% 2,073,672 $250.9M
Commonwealth Equity Services, LLC 0.40% Reduce -5.0% 1,998,021 $241.7M
Janney Montgomery Scott LLC 0.66% Add +0.6% 1,838,177 $222.4M
Manufacturers Life Insurance Company, The 0.20% Add +4.4% 1,737,272 $210.2M
Edge Capital Group, LLC 9.67% Add +3.5% 1,606,707 $194.4M
Cetera Investment Advisers 0.45% Add +579.6% 1,588,902 $192.2M
Pathstone Holdings, LLC 0.85% Add +1.3% 1,496,775 $181.1M
Meiji Yasuda Life Insurance Co 3.51% Reduce -39.0% 1,370,767 $165.8M
Stifel Financial Corp. 0.18% Reduce -23.0% 1,293,610 $156.5M
Jones Financial Companies LLLP 0.17% Reduce -1.0% 1,053,713 $127.5M
Truist Financial Corp. 0.18% Reduce -1.2% 1,008,001 $122.0M
Osaic Holdings, Inc. 0.27% Reduce -11.8% 1,002,008 $121.3M
PNC Financial Services Group, Inc. 0.08% Reduce -1.3% 1,000,836 $121.1M
Kestra Advisory Services, LLC 0.76% Add +3.2% 937,708 $113.5M
Rakuten Investment Management, Inc. 0.82% Add +2.7% 928,554 $112.3M
Joel Isaacson & Co., LLC 5.68% Add +3.5% 855,959 $103.6M
Charles Schwab Investment Advisory, Inc. 0.14% Reduce -8.7% 816,936 $98.8M
HighTower Advisors, LLC 0.15% Reduce -2.4% 773,050 $93.4M
Cambridge Investment Research Advisors, Inc. 0.36% Reduce -2.5% 770,990 $93.3M
Florida Trust Wealth Management Co 3.16% Reduce -12.1% 766,882 $92.8M
Wharton Business Group, LLC 4.33% Reduce -3.7% 744,491 $90.1M
Auto-Owners Insurance Co 2.32% No change 724,200 $87.6M
Bell Bank 6.97% Add +2.4% 669,729 $81.0M
Allworth Financial LP 0.57% Reduce -0.4% 666,513 $80.6M
Captrust Financial Advisors 0.29% Reduce -2.6% 656,628 $79.4M
Martel Wealth Advisors LLC 16.80% Add +1.8% 640,342 $77.5M
D.A. Davidson & Co. 0.69% Add +1.9% 629,985 $76.2M
Bank of Montreal 0.02% Add +3.1% 599,532 $72.3M
Assetmark, Inc. 0.23% Add +2.6% 582,853 $70.5M
Mesirow Financial Investment Management, Inc. 1.51% Add +5.2% 549,543 $66.5M
HCR Wealth Advisors 10.05% Reduce -1.6% 547,872 $66.3M
Stratos Wealth Partners, LTD. 1.11% Add +34.3% 544,949 $65.9M
Marino, Stram & Associates LLC 14.94% Add +1.6% 521,649 $63.1M
Baird Financial Group, Inc. 0.13% Reduce -7.3% 515,268 $62.3M
Operose Advisors LLC 20.40% Reduce -2.7% 498,876 $60.4M
Pinnacle Associates Ltd. 0.94% Add +0.1% 495,079 $59.9M
Northeast Financial Consultants Inc 2.90% Reduce -0.9% 488,829 $59.1M
MML Investors Services, LLC 0.24% Reduce -19.6% 485,977 $58.8M
Bank of Hawaii 2.81% Add +0.4% 477,765 $57.8M
Mariner, LLC 0.12% Reduce -11.1% 473,010 $57.2M
Cerity Partners LLC 0.15% Reduce -11.6% 464,279 $55.6M
Arlington Trust Co LLC 14.24% Add +0.4% 458,092 $55.4M
One Day In July LLC 7.25% Add +12.2% 451,470 $54.6M
Equitable Holdings, Inc. 0.61% Reduce -1.1% 449,868 $54.4M
Private Advisor Group, LLC 0.36% Add +5.3% 419,338 $50.7M
Inspirion Wealth Advisors, LLC 8.01% Add +4.2% 400,466 $48.5M
White Lighthouse Investment Management Inc. 9.84% Add +2.0% 400,257 $48.4M
State of Wisconsin - Board of Commissioners of Public Lands 11.47% No change 398,397 $48.2M
Waldron Private Wealth LLC 2.13% Reduce -0.2% 389,680 $47.1M
Steward Partners Investment Advisory, LLC 0.52% Add +5.8% 385,966 $46.7M
Wealth Enhancement Advisory Services, LLC 0.12% Add +3.5% 385,155 $46.6M
Smithfield Trust Co 2.32% Add +4.5% 361,632 $43.7M
M&T Bank Corp 0.15% Reduce -2.0% 348,360 $42.1M
Wellspring Financial Advisors, LLC 6.47% Add +13.4% 2,102,116 $40.9M
Atria Wealth Solutions, Inc. 0.45% Add +4.0% 331,623 $40.1M
Moneta Group Investment Advisors LLC 0.63% Reduce -8.6% 321,072 $38.8M
MBM Wealth Consultants, LLC 12.82% Add +0.5% 301,180 $36.4M
Waverly Advisors, LLC 0.85% Add +42.1% 298,674 $36.1M
Twele Capital Management, Inc. 8.10% Reduce -2.1% 295,808 $35.8M
Sabal Trust CO 2.03% Reduce -0.2% 288,287 $34.9M
Cornerstone Advisory, LLC 4.87% Add +3.9% 282,426 $34.2M
Executive Wealth Group LLC 7.08% Add +199.4% 292,300 $34.0M
Opus Capital Group, LLC 4.94% Reduce -6.6% 279,225 $33.8M
Beacon Financial Group 3.87% Reduce -11.2% 278,404 $33.7M
Performance Wealth Partners, LLC 1.41% Reduce -49.4% 277,497 $33.6M
Pinnacle Wealth Management Advisory Group, LLC 3.54% Add +0.4% 272,359 $33.0M
Keybank National Association 0.13% Reduce -4.3% 269,937 $32.7M
Baltimore-Washington Financial Advisors, Inc. 2.06% Add +11.1% 267,893 $32.4M
Avantax Advisory Services, Inc. 0.28% Reduce -1.7% 263,416 $31.9M
Conservest Capital Advisors, Inc. 3.24% Reduce -5.9% 262,155 $31.7M
Round Rock Advisors LLC 7.55% Add +0.6% 260,366 $31.5M
Heartwood Wealth Advisors LLC 3.85% Add +4.1% 258,660 $31.3M
Corient Private Wealth LP 0.06% Reduce -3.5% 255,762 $30.9M
US Bancorp \de 0.04% Reduce -11.9% 252,348 $30.5M
Beacon Pointe Advisors, LLC 0.34% Reduce -0.2% 252,142 $30.5M
CVS HEALTH Corp 14.40% No change 252,032 $30.5M
Benchmark Wealth Management, LLC 16.56% Reduce -0.2% 251,171 $30.4M
Highland Financial Advisors, LLC 11.92% Reduce -2.4% 246,172 $29.8M
Act Wealth Management, LLC 14.75% Add +2.0% 241,933 $29.3M
Zhang Financial LLC 2.17% Add +16.3% 241,829 $29.3M
WASHINGTON TRUST Co 1.05% Reduce -0.5% 235,811 $28.5M
Human Investing LLC 5.70% Reduce -0.9% 234,432 $28.4M
Rebalance, LLC 2.32% Add +1.6% 233,701 $28.3M
Focus Financial Network, Inc. 1.35% — 241,709 $27.8M
Iron Horse Wealth Management, LLC 10.89% Add +2.9% 227,354 $27.5M

"% of holder's portfolio" is VYM's weight in each manager's 13F, not the share of Vanguard High DVD Yield ETF the manager owns.

Show all 1,604 holders