Vanguard High DVD Yield ETFVYMETF

13F holders, Q1 2025 (March 31)
1,801holders −2
98new positions
79sold out
5famous investors
$127.07avg. 13F price*

At the end of Q1 2025, 1,801 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, down 2 from Q4 2024. 98 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($1.6B), Morgan Stanley ($1.3B) and Raymond James Financial Inc. ($943.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$276.8M
Exits79$217.1M

All 13F filers, Q4 2024 → Q1 2025: 7,330,663 shares bought and 16,464,510 shares sold, net −9,133,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,801 holders

Bank of America Corp. 0.14% Reduce -11.6% 12,142,352 $1.6B
Morgan Stanley 0.09% Add +1.6% 9,899,748 $1.3B
Raymond James Financial Inc. 0.36% Add +1.3% 7,312,162 $943.0M
Sumitomo Life Insurance Co. 26.64% Reduce -61.9% 5,773,322 $744.5M
LPL Financial LLC 0.29% Add +2.1% 5,760,304 $742.8M
JPMorgan Chase & Co. 0.05% Add +0.2% 5,469,486 $705.3M
Wells Fargo & Company 0.16% Add +2.3% 5,128,800 $661.4M
Envestnet Asset Management Inc. 0.19% Reduce -6.8% 4,523,391 $583.3M
Ameriprise Financial Inc. 0.13% Add +10.8% 3,816,873 $492.4M
Creative Planning 0.44% Reduce -0.8% 3,619,849 $466.8M
UBS Group AG 0.09% Add +2.1% 3,083,726 $397.7M
Commonwealth Equity Services, LLC 0.45% Add +6.3% 2,490,460 $321.2M
Royal Bank of Canada 0.07% Reduce -0.4% 2,395,589 $308.9M
Manufacturers Life Insurance Company, The 0.29% Add +4.2% 2,369,045 $305.5M
Mercer Global Advisors Inc. 0.69% Add +6.5% 2,329,714 $300.4M
Goldman Sachs Group Inc. 0.05% Add +1.0% 2,055,301 $265.1M
Jones Financial Companies LLLP 0.22% Add +15.4% 1,882,559 $240.2M
Janney Montgomery Scott LLC 0.67% Add +1.1% 1,824,424 $235.3M
Cetera Investment Advisers 0.41% Add +4.9% 1,622,745 $209.3M
SCS Capital Management LLC 2.53% New 1,540,670 $198.7M
Pathstone Holdings, LLC 0.79% Reduce -1.1% 1,414,963 $182.5M
HighTower Advisors, LLC 0.23% Add +26.2% 1,293,248 $166.8M
Stifel Financial Corp. 0.18% Reduce -8.8% 1,287,041 $166.0M
Rakuten Investment Management, Inc. 0.73% — 1,258,454 $160.5M
Osaic Holdings, Inc. 0.30% Add +11.1% 1,047,105 $135.1M
Howard Capital Management, LLC 3.38% Reduce -0.0% 1,044,234 $134.7M
Kestra Advisory Services, LLC 0.61% Reduce -3.7% 968,903 $124.9M
Truist Financial Corp. 0.20% Add +4.4% 957,836 $123.5M
Joel Isaacson & Co., LLC 5.54% Add +2.6% 947,143 $122.1M
PNC Financial Services Group, Inc. 0.06% Reduce -2.5% 891,727 $115.0M
Wharton Business Group, LLC 5.19% Reduce -0.3% 890,518 $114.8M
Cambridge Investment Research Advisors, Inc. 0.38% Add +2.0% 875,530 $112.9M
Florida Trust Wealth Management Co 3.42% Add +2.5% 817,056 $105.4M
Captrust Financial Advisors 0.25% Add +7.2% 780,612 $100.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -8.2% 765,107 $98.7M
Bell Bank 4.74% Reduce -2.2% 680,876 $87.8M
Martel Wealth Advisors LLC 17.23% Reduce -1.0% 670,778 $86.5M
Allworth Financial LP 0.48% Add +2.7% 695,462 $85.8M
D.A. Davidson & Co. 0.68% Add +1.9% 656,794 $84.7M
One Day In July LLC 8.36% Add +7.7% 647,281 $83.5M
Bank of Montreal 0.04% Add +7.1% 639,948 $82.5M
Stratos Wealth Partners, LTD. 1.25% Reduce -6.4% 626,777 $80.8M
Assetmark, Inc. 0.22% Add +41.2% 625,777 $80.7M
SBI Securities Co., Ltd. 2.67% Add +2.2% 621,154 $80.1M
Cerity Partners LLC 0.16% Reduce -0.3% 607,208 $78.3M
HCR Wealth Advisors 10.15% Add +3.4% 604,437 $77.9M
Steward Partners Investment Advisory, LLC 0.65% Add +5.5% 572,875 $73.9M
Mesirow Financial Investment Management, Inc. 1.41% Add +0.7% 566,079 $73.0M
MML Investors Services, LLC 0.23% Add +4.6% 540,349 $69.7M
Mariner, LLC 0.12% Add +1.0% 537,817 $69.3M
Marino, Stram & Associates LLC 15.37% Reduce -0.6% 536,723 $69.2M
Equitable Holdings, Inc. 0.65% Add +5.1% 532,212 $68.6M
Pinnacle Associates Ltd. 0.98% Reduce -0.1% 518,633 $66.9M
Wealth Enhancement Advisory Services, LLC 0.12% Add +13.3% 499,133 $64.4M
Baird Financial Group, Inc. 0.12% Add +3.4% 483,914 $62.4M
Northeast Financial Consultants Inc 2.73% Reduce -0.5% 477,068 $61.5M
Wellspring Financial Advisors, LLC 6.81% Reduce -6.6% 2,772,231 $61.2M
Inspirion Wealth Advisors, LLC 8.19% Add +0.8% 457,046 $58.9M
White Lighthouse Investment Management Inc. 10.18% Add +1.6% 441,874 $57.0M
Arlington Trust Co LLC 11.99% Reduce -0.8% 438,511 $56.6M
CW Advisors, LLC 0.66% Add +11.1% 424,493 $54.8M
Smithfield Trust Co 2.51% Add +0.3% 387,955 $50.0M
Private Advisor Group, LLC 0.29% Add +0.4% 376,680 $48.6M
Waldron Private Wealth LLC 2.15% Reduce -3.5% 353,240 $45.6M
Operose Advisors LLC 15.09% Reduce -0.3% 353,152 $45.5M
Atria Wealth Solutions, Inc. 0.54% Reduce -8.2% 349,851 $45.1M
Moneta Group Investment Advisors LLC 0.60% Add +6.3% 340,284 $43.9M
Waverly Advisors, LLC 0.53% Add +2.5% 334,527 $43.1M
Baltimore-Washington Financial Advisors, Inc. 2.29% Add +2.4% 329,589 $42.5M
MBM Wealth Consultants, LLC 12.26% Add +1.1% 321,618 $41.5M
Cornerstone Advisory, LLC 4.80% Add +0.7% 330,268 $41.1M
Auto-Owners Insurance Co 1.07% Reduce -69.0% 321,533 $40.6M
M&T Bank Corp 0.15% Reduce -3.7% 311,652 $40.2M
NewEdge Advisors, LLC 0.23% Add +4.6% 298,110 $38.4M
Avantax Advisory Services, Inc. 0.23% Add +6.6% 296,726 $38.3M
Round Rock Advisors LLC 7.00% Add +10.2% 292,497 $37.7M
Pinnacle Wealth Management Advisory Group, LLC 3.51% Reduce -0.2% 292,163 $37.7M
Bank of Hawaii 2.14% Reduce -23.4% 288,957 $37.3M
Sabal Trust CO 2.06% Reduce -2.5% 288,320 $37.2M
Twele Capital Management, Inc. 7.87% Reduce -0.1% 287,865 $37.1M
Zhang Financial LLC 1.96% Add +2.7% 286,946 $37.0M
Wealthspire Advisors, LLC 0.21% Add +92.7% 273,390 $35.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +4.0% 272,884 $35.2M
Buska Wealth Management, LLC 10.80% Add +6.3% 267,361 $34.5M
Iron Horse Wealth Management, LLC 10.88% Add +3.5% 262,767 $33.9M
Heartwood Wealth Advisors LLC 3.76% Reduce -3.9% 255,363 $32.9M
New England Asset Management Inc. 5.46% Add +23.1% 249,040 $32.1M
Keybank National Association 0.13% Reduce -1.8% 248,618 $32.1M
Human Investing LLC 5.63% Add +2.2% 247,882 $32.0M
Act Wealth Management, LLC 14.37% Add +3.2% 246,259 $31.8M
Sei Investments Co. 0.04% Reduce -0.9% 242,498 $31.3M
Corient Private Wealth LP 0.05% Reduce -6.9% 238,094 $30.7M
Lido Advisors, LLC 0.18% Add +7.3% 236,846 $30.5M
DAVENPORT & Co LLC 0.18% Add +3.7% 235,503 $30.4M
Beacon Financial Group 3.29% Reduce -6.2% 233,815 $30.2M
Beacon Pointe Advisors, LLC 0.34% Reduce -0.9% 233,443 $30.1M
Conservest Capital Advisors, Inc. 3.13% Reduce -0.2% 231,426 $29.8M
Crews Bank & Trust 4.95% Add +1.3% 225,010 $29.0M
Pacific Capital Wealth Advisors, Inc. 4.98% Add +1.4% 223,416 $28.8M
Merit Financial Group, LLC 0.43% Add +64.9% 221,568 $28.6M

"% 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 1,801 holders