Vanguard High DVD Yield ETFVYMETF

13F holders, Q3 2024 (September 30)
1,657holders +65
107new positions
46sold out
5famous investors
$126.49avg. 13F price*

At the end of Q3 2024, 1,657 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 65 from Q2 2024. 107 opened new positions and 46 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Bank of America Corp. ($1.5B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions107$355.2M
Exits46$66.3M

All 13F filers, Q2 2024 → Q3 2024: 8,716,338 shares bought and 3,739,842 shares sold, net +4,976,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,657 holders

Sumitomo Life Insurance Co. 38.09% No change 15,133,322 $1.9B
Bank of America Corp. 0.13% Add +3.0% 11,330,907 $1.5B
Morgan Stanley 0.09% Add +2.4% 9,676,185 $1.2B
LPL Financial LLC 0.31% Add +3.4% 5,399,549 $692.2M
Envestnet Asset Management Inc. 0.21% Add +0.6% 5,028,112 $644.6M
Wells Fargo & Company 0.14% Add +0.6% 4,564,266 $585.1M
Raymond James Financial Services Advisors, Inc. 0.69% Add +1.9% 4,025,812 $516.1M
Creative Planning 0.47% Reduce -1.3% 3,685,987 $472.5M
Ameriprise Financial Inc. 0.11% Add +2.7% 3,340,856 $428.2M
Vanguard Group Inc. 0.01% Add +0.2% 3,258,098 $417.7M
Raymond James & Associates 0.25% Reduce -1.4% 3,205,672 $411.0M
UBS Group AG 0.10% Reduce -0.3% 2,897,733 $371.5M
Royal Bank of Canada 0.07% Add +2.1% 2,312,856 $296.5M
Mercer Global Advisors Inc. 0.69% Add +4.8% 2,333,332 $294.8M
JPMorgan Chase & Co. 0.02% Add +0.4% 2,164,681 $277.5M
Commonwealth Equity Services, LLC 0.42% Add +1.7% 2,163,842 $277.4M
Goldman Sachs Group Inc. 0.05% Reduce -1.2% 2,000,659 $256.5M
Manufacturers Life Insurance Company, The 0.21% Add +6.8% 1,889,775 $242.3M
Janney Montgomery Scott LLC 0.64% Add +1.1% 1,785,400 $228.9M
Edge Capital Group, LLC 9.08% Reduce -0.6% 1,597,895 $204.9M
Cetera Investment Advisers 0.44% Add +0.2% 1,586,530 $203.4M
Pathstone Holdings, LLC 0.84% Reduce -0.1% 1,464,174 $187.7M
Jones Financial Companies LLLP 0.19% Add +15.9% 1,431,899 $183.0M
Meiji Yasuda Life Insurance Co 3.25% No change 1,370,767 $175.7M
Stifel Financial Corp. 0.17% Reduce -0.4% 1,283,835 $164.6M
Mesirow Financial Investment Management, Inc. 2.72% Add +101.3% 1,097,218 $140.7M
Rakuten Investment Management, Inc. 0.79% Add +5.9% 1,058,854 $135.3M
Howard Capital Management, LLC 2.20% New 1,044,243 $133.9M
Kestra Advisory Services, LLC 0.72% Reduce -1.6% 1,016,691 $130.3M
HighTower Advisors, LLC 0.19% Add +0.0% 1,007,456 $129.2M
Truist Financial Corp. 0.19% Reduce -3.5% 938,967 $120.4M
Osaic Holdings, Inc. 0.27% Reduce -1.1% 936,662 $120.1M
PNC Financial Services Group, Inc. 0.08% Add +0.0% 933,715 $119.7M
Joel Isaacson & Co., LLC 5.47% Add +1.5% 895,371 $114.8M
Wharton Business Group, LLC 5.15% Add +19.9% 894,801 $114.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -11.2% 894,600 $114.7M
Cambridge Investment Research Advisors, Inc. 0.35% Add +2.4% 804,162 $103.1M
Florida Trust Wealth Management Co 3.23% Reduce -0.6% 787,645 $101.0M
Auto-Owners Insurance Co 2.27% No change 724,200 $92.8M
Captrust Financial Advisors 0.27% Add +7.0% 720,088 $92.3M
Allworth Financial LP 0.52% Add +0.2% 670,264 $85.9M
Stratos Wealth Partners, LTD. 1.23% Add +14.5% 658,514 $84.4M
Martel Wealth Advisors LLC 17.04% Add +0.3% 647,265 $83.3M
D.A. Davidson & Co. 0.68% Add +0.8% 640,341 $82.1M
Bank of Montreal 0.04% Reduce -6.9% 606,562 $77.5M
Cerity Partners LLC 0.16% Add +16.3% 565,579 $72.5M
Steward Partners Investment Advisory, LLC 0.67% Add +49.5% 564,547 $72.4M
HCR Wealth Advisors 9.38% Add +1.2% 558,839 $71.6M
One Day In July LLC 7.95% Add +8.6% 551,206 $70.7M
MML Investors Services, LLC 0.26% Add +2.7% 549,313 $70.4M
Marino, Stram & Associates LLC 15.49% Add +2.3% 541,374 $69.4M
Mariner, LLC 0.12% Add +2.5% 514,803 $66.0M
Equitable Holdings, Inc. 0.60% Add +2.2% 483,822 $62.0M
Northeast Financial Consultants Inc 2.65% Reduce -1.3% 471,804 $60.5M
Barings LLC 1.40% New 461,407 $59.2M
Assetmark, Inc. 0.17% Add +0.1% 456,176 $58.5M
Arlington Trust Co LLC 12.51% Reduce -2.9% 446,832 $57.3M
Baird Financial Group, Inc. 0.11% Add +4.8% 437,739 $56.1M
Inspirion Wealth Advisors, LLC 7.73% Add +3.4% 431,306 $55.3M
Pinnacle Associates Ltd. 0.94% Reduce -1.3% 494,722 $55.2M
White Lighthouse Investment Management Inc. 9.89% Add +3.1% 430,002 $55.1M
Operose Advisors LLC 16.98% Reduce -6.7% 409,578 $52.5M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -4.3% 396,979 $50.9M
Smithfield Trust Co 2.47% Add +2.2% 393,261 $50.4M
Bank of Hawaii 2.04% Reduce -19.2% 380,538 $48.8M
CW Advisors, LLC 0.64% Add +6189.2% 376,537 $48.3M
Waldron Private Wealth LLC 2.00% Reduce -2.9% 375,322 $48.1M
Private Advisor Group, LLC 0.30% Reduce -12.2% 372,502 $47.8M
Atria Wealth Solutions, Inc. 0.51% Add +0.7% 368,466 $47.2M
Wellspring Financial Advisors, LLC 5.45% Add +8.8% 2,296,227 $45.7M
M&T Bank Corp 0.14% Reduce -5.0% 329,779 $42.3M
Waverly Advisors, LLC 0.76% Add +2.9% 319,979 $41.0M
Moneta Group Investment Advisors LLC 0.59% Reduce -5.2% 315,758 $40.5M
MBM Wealth Consultants, LLC 12.62% Add +2.1% 312,060 $40.0M
Cornerstone Advisory, LLC 5.17% Add +5.3% 306,653 $39.3M
Baltimore-Washington Financial Advisors, Inc. 2.11% Add +4.7% 302,119 $38.7M
Twele Capital Management, Inc. 7.90% Add +0.2% 293,401 $37.6M
Pinnacle Wealth Management Advisory Group, LLC 3.47% Add +2.1% 283,036 $36.3M
Sabal Trust CO 1.96% Reduce -2.2% 280,521 $36.0M
Corient Private Wealth LP 0.06% Add +3.7% 278,940 $35.8M
NewEdge Advisors, LLC 0.23% Reduce -1.3% 275,754 $35.4M
Zhang Financial LLC 2.22% Add +7.8% 274,419 $35.2M
Avantax Advisory Services, Inc. 0.23% Add +0.0% 273,235 $35.0M
Round Rock Advisors LLC 8.01% Add +1.2% 267,375 $34.3M
Heartwood Wealth Advisors LLC 3.74% Add +1.1% 263,606 $33.8M
Bell Bank 3.93% Reduce -62.6% 258,946 $33.2M
Keybank National Association 0.13% Reduce -2.1% 256,897 $32.9M
CVS HEALTH Corp 14.04% No change 252,032 $32.3M
Beacon Financial Group 3.51% Reduce -2.8% 251,412 $32.2M
Conservest Capital Advisors, Inc. 3.25% Add +20.1% 262,108 $31.7M
Iron Horse Wealth Management, LLC 10.75% Add +5.1% 245,198 $31.4M
Opus Capital Group, LLC 3.91% Reduce -12.6% 244,291 $31.3M
Sanctuary Advisors, LLC 0.20% Add +1.4% 234,055 $31.3M
Sei Investments Co. 0.04% Add +10.7% 242,074 $31.0M
Act Wealth Management, LLC 13.67% Add +1.6% 240,585 $30.8M
Focus Financial Network, Inc. 1.22% Reduce -0.2% 232,819 $29.8M
Human Investing LLC 5.39% Reduce -0.7% 232,313 $29.8M
Beacon Pointe Advisors, LLC 0.34% Reduce -1.9% 231,878 $29.7M
Mittelman Wealth Management 16.56% Add +162.1% 227,342 $29.1M
Rebalance, LLC 2.12% Reduce -1.1% 225,407 $28.9M

"% 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 1,657 holders