Vanguard High DVD Yield ETFVYMETF
13F holders, Q4 2024 (December 31)1,803holders +146
76new positions
63sold out
4famous investors
$125.87avg. 13F price*
At the end of Q4 2024, 1,803 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 146 from Q3 2024. 76 opened new positions and 63 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Bank of America Corp. ($1.8B) and Morgan Stanley ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard High DVD Yield ETF
- CUSIP
- 921946406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $82.7M |
| Exits | 63 | $81.1M |
All 13F filers, Q3 2024 → Q4 2024: 12,271,975 shares bought and 7,707,518 shares sold, net +4,564,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,803 holders
| Sumitomo Life Insurance Co. | 36.45% | No change | 15,133,322 | $1.9B |
| Bank of America Corp. | 0.16% | Add +21.3% | 13,740,556 | $1.8B |
| Morgan Stanley | 0.09% | Add +0.8% | 9,748,773 | $1.2B |
| Raymond James Financial Inc. | 0.34% | — | 7,221,557 | $921.4M |
| LPL Financial LLC | 0.29% | Add +4.5% | 5,643,230 | $720.0M |
| JPMorgan Chase & Co. | 0.06% | Add +152.1% | 5,457,629 | $696.3M |
| Wells Fargo & Company | 0.15% | Add +9.8% | 5,013,329 | $639.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.5% | 4,854,657 | $619.4M |
| Creative Planning | 0.45% | Reduce -1.0% | 3,649,157 | $465.6M |
| Ameriprise Financial Inc. | 0.11% | Add +3.1% | 3,444,807 | $439.5M |
| UBS Group AG | 0.09% | Add +4.2% | 3,019,082 | $385.2M |
| Royal Bank of Canada | 0.07% | Add +4.0% | 2,405,850 | $307.0M |
| Commonwealth Equity Services, LLC | 0.44% | Add +8.3% | 2,343,545 | $299.0M |
| Manufacturers Life Insurance Company, The | 0.25% | Add +20.3% | 2,274,060 | $290.1M |
| Mercer Global Advisors Inc. | 0.68% | Reduce -6.3% | 2,187,615 | $279.1M |
| Goldman Sachs Group Inc. | 0.05% | Add +1.8% | 2,035,787 | $259.7M |
| Janney Montgomery Scott LLC | 0.64% | Add +1.1% | 1,804,471 | $230.2M |
| Jones Financial Companies LLLP | 0.20% | Add +13.9% | 1,630,781 | $208.1M |
| Edge Capital Group, LLC | 9.08% | Reduce -0.1% | 1,595,820 | $203.6M |
| Cetera Investment Advisers | 0.41% | Reduce -2.5% | 1,546,608 | $197.3M |
| Pathstone Holdings, LLC | 0.81% | Reduce -2.3% | 1,431,137 | $182.6M |
| Stifel Financial Corp. | 0.19% | Add +9.9% | 1,410,961 | $180.0M |
| Howard Capital Management, LLC | 2.07% | Add +0.0% | 1,044,302 | $133.2M |
| Auto-Owners Insurance Co | 3.00% | Add +43.0% | 1,035,700 | $132.1M |
| HighTower Advisors, LLC | 0.18% | Add +1.7% | 1,024,401 | $130.7M |
| Kestra Advisory Services, LLC | 0.71% | Reduce -1.0% | 1,006,578 | $128.4M |
| Osaic Holdings, Inc. | 0.27% | Add +0.7% | 942,902 | $120.0M |
| Joel Isaacson & Co., LLC | 5.31% | Add +3.0% | 922,665 | $117.7M |
| Truist Financial Corp. | 0.18% | Reduce -2.3% | 917,669 | $117.1M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.0% | 914,691 | $116.7M |
| Wharton Business Group, LLC | 5.14% | Reduce -0.2% | 892,922 | $113.9M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +6.8% | 858,694 | $109.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -6.8% | 833,856 | $106.4M |
| Florida Trust Wealth Management Co | 3.25% | Add +1.2% | 796,886 | $101.7M |
| Captrust Financial Advisors | 0.27% | Add +1.1% | 728,193 | $92.9M |
| Allworth Financial LP | 0.49% | Add +1.1% | 677,461 | $89.4M |
| Bell Bank | 6.61% | Add +169.0% | 696,473 | $88.9M |
| Martel Wealth Advisors LLC | 16.88% | Add +4.7% | 677,586 | $86.5M |
| Stratos Wealth Partners, LTD. | 1.22% | Add +1.7% | 669,421 | $85.4M |
| D.A. Davidson & Co. | 0.67% | Add +0.7% | 644,524 | $82.2M |
| Meiji Yasuda Life Insurance Co | 1.54% | Reduce -53.3% | 640,379 | $81.7M |
| Cerity Partners LLC | 0.17% | Add +7.7% | 608,845 | $77.7M |
| SBI Securities Co., Ltd. | 2.39% | — | 608,020 | $77.6M |
| One Day In July LLC | 8.04% | Add +9.0% | 600,886 | $76.7M |
| Bank of Montreal | 0.04% | Reduce -1.5% | 597,547 | $76.2M |
| HCR Wealth Advisors | 9.34% | Add +4.6% | 584,571 | $74.6M |
| Barings LLC | 1.73% | Add +22.5% | 565,199 | $72.1M |
| Mesirow Financial Investment Management, Inc. | 1.43% | Reduce -48.8% | 562,273 | $71.7M |
| Steward Partners Investment Advisory, LLC | 0.61% | Reduce -3.8% | 542,997 | $69.3M |
| Marino, Stram & Associates LLC | 15.24% | Reduce -0.3% | 539,693 | $68.9M |
| Mariner, LLC | 0.11% | Add +3.4% | 532,347 | $67.9M |
| Pinnacle Associates Ltd. | 0.90% | Add +5.0% | 519,217 | $66.2M |
| MML Investors Services, LLC | 0.23% | Reduce -6.0% | 516,418 | $65.9M |
| Equitable Holdings, Inc. | 0.62% | Add +4.7% | 506,491 | $64.6M |
| Northeast Financial Consultants Inc | 2.58% | Add +1.6% | 479,201 | $61.1M |
| Wellspring Financial Advisors, LLC | 6.36% | Add +29.3% | 2,968,984 | $60.9M |
| Baird Financial Group, Inc. | 0.11% | Add +6.9% | 468,114 | $59.7M |
| Inspirion Wealth Advisors, LLC | 8.09% | Add +5.2% | 453,500 | $57.9M |
| Assetmark, Inc. | 0.15% | Reduce -2.8% | 443,215 | $56.5M |
| Arlington Trust Co LLC | 11.87% | Reduce -1.1% | 442,026 | $56.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +11.0% | 440,680 | $56.2M |
| White Lighthouse Investment Management Inc. | 9.75% | Add +1.1% | 434,967 | $55.5M |
| Smithfield Trust Co | 2.46% | Reduce -1.6% | 386,972 | $49.4M |
| CW Advisors, LLC | 0.67% | Add +1.5% | 382,199 | $48.8M |
| Atria Wealth Solutions, Inc. | 0.53% | Add +3.5% | 381,177 | $48.6M |
| Bank of Hawaii | 2.66% | Reduce -0.9% | 377,257 | $48.1M |
| Private Advisor Group, LLC | 0.27% | Add +0.7% | 375,089 | $47.9M |
| Waldron Private Wealth LLC | 1.88% | Reduce -2.5% | 366,063 | $46.7M |
| Operose Advisors LLC | 15.46% | Reduce -13.5% | 354,218 | $45.2M |
| Cornerstone Advisory, LLC | 4.98% | Add +6.9% | 327,913 | $43.9M |
| Waverly Advisors, LLC | 0.64% | Add +2.0% | 326,486 | $41.7M |
| M&T Bank Corp | 0.14% | Reduce -1.9% | 323,557 | $41.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.14% | Add +6.5% | 321,897 | $41.1M |
| Moneta Group Investment Advisors LLC | 0.57% | Add +1.4% | 320,031 | $40.8M |
| MBM Wealth Consultants, LLC | 12.08% | Add +1.9% | 318,101 | $40.6M |
| Sabal Trust CO | 2.18% | Add +5.4% | 295,712 | $37.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.49% | Add +3.5% | 292,873 | $37.4M |
| Twele Capital Management, Inc. | 7.80% | Reduce -1.8% | 288,232 | $36.8M |
| NewEdge Advisors, LLC | 0.22% | Add +3.4% | 285,009 | $36.4M |
| Zhang Financial LLC | 2.04% | Add +1.9% | 279,520 | $35.7M |
| Avantax Advisory Services, Inc. | 0.22% | Add +1.9% | 278,399 | $35.5M |
| Heartwood Wealth Advisors LLC | 3.82% | Add +0.8% | 265,737 | $33.9M |
| Round Rock Advisors LLC | 6.95% | Reduce -0.7% | 265,405 | $33.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +28.0% | 262,395 | $33.5M |
| Corient Private Wealth LP | 0.05% | Reduce -8.3% | 255,849 | $32.6M |
| Iron Horse Wealth Management, LLC | 10.88% | Add +3.6% | 254,011 | $32.4M |
| Keybank National Association | 0.12% | Reduce -1.4% | 253,172 | $32.3M |
| Buska Wealth Management, LLC | 10.27% | Add +14.1% | 251,399 | $32.1M |
| Beacon Financial Group | 3.42% | Reduce -0.9% | 249,220 | $31.8M |
| Sei Investments Co. | 0.04% | Add +1.1% | 244,783 | $31.2M |
| Human Investing LLC | 5.49% | Add +4.4% | 242,505 | $30.9M |
| Opus Capital Group, LLC | 3.90% | Reduce -1.5% | 240,686 | $30.7M |
| Act Wealth Management, LLC | 14.23% | Reduce -0.8% | 238,579 | $30.4M |
| Sanctuary Advisors, LLC | 0.19% | Reduce -3.0% | 227,053 | $30.2M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +1.6% | 235,509 | $30.0M |
| Conservest Capital Advisors, Inc. | 3.06% | Reduce -11.5% | 231,965 | $29.6M |
| DAVENPORT & Co LLC | 0.17% | Add +1.7% | 227,105 | $29.0M |
| Regions Financial Corp. | 0.21% | Add +4.9% | 222,323 | $28.4M |
| Crews Bank & Trust | 4.78% | — | 222,191 | $28.3M |
| Focus Financial Network, Inc. | 1.12% | Reduce -4.9% | 221,409 | $28.2M |
"% 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.