Vanguard Int High DVD YLDVYMIETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 534 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 21 from Q2 2024. 42 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($313.1M), Bank of America Corp. ($266.1M) and Orgel Wealth Management, LLC ($184.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Int High DVD YLD Inc.
- CUSIP
- 921946794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $17.4M |
| Exits | 25 | $61.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,531,970 shares bought and 5,495,787 shares sold, net −963,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Morgan Stanley | 0.02% | Add +5.8% | 4,264,779 | $313.1M |
| Bank of America Corp. | 0.02% | Add +5.9% | 3,623,991 | $266.1M |
| Orgel Wealth Management, LLC | 4.62% | Add +2.5% | 2,513,878 | $184.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.2% | 1,809,344 | $132.8M |
| Wells Fargo & Company | 0.03% | Add +1.0% | 1,758,544 | $129.1M |
| Captrust Financial Advisors | 0.38% | Add +34002.9% | 1,744,365 | $128.1M |
| Ameriprise Financial Inc. | 0.03% | Add +16.6% | 1,521,175 | $111.7M |
| LPL Financial LLC | 0.04% | Add +4.7% | 1,218,226 | $89.4M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +48.4% | 1,191,046 | $87.4M |
| UBS Group AG | 0.02% | Reduce -2.9% | 1,078,568 | $79.2M |
| Royal Bank of Canada | 0.02% | Add +4.8% | 985,356 | $72.3M |
| Confluence Wealth Services, Inc. | 4.97% | Add +10.8% | 925,629 | $68.0M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +8.1% | 739,352 | $54.3M |
| Sageworth Trust Co | 3.01% | Add +0.8% | 688,222 | $50.5M |
| Cwm, LLC | 0.22% | Reduce -2.1% | 686,951 | $50.4M |
| Creative Planning | 0.05% | Add +2.2% | 674,561 | $49.5M |
| Jones Financial Companies LLLP | 0.04% | Add +40.6% | 578,410 | $42.6M |
| Bank of Hawaii | 1.47% | Reduce -15.9% | 478,790 | $35.2M |
| Equitable Holdings, Inc. | 0.34% | Add +6.0% | 473,109 | $34.7M |
| HighTower Advisors, LLC | 0.05% | Add +59.9% | 471,611 | $34.6M |
| First Hawaiian Bank | 1.01% | Reduce -1.1% | 427,681 | $31.4M |
| Capital Advantage, Inc. | 5.77% | Reduce -0.9% | 410,243 | $30.1M |
| Summit Financial Wealth Advisors, LLC | 5.57% | Add +1.1% | 404,380 | $29.7M |
| Barry Investment Advisors, LLC | 8.60% | Add +2.2% | 383,300 | $28.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 380,120 | $27.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -25.5% | 361,417 | $26.6M |
| Arlington Trust Co LLC | 5.49% | Reduce -1.8% | 342,711 | $25.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.1% | 340,237 | $25.0M |
| Signature Estate & Investment Advisors LLC | 0.53% | Reduce -9.6% | 310,551 | $22.8M |
| Sei Investments Co. | 0.03% | Add +25.3% | 309,919 | $22.8M |
| Roble, Belko & Company, Inc | 3.57% | Add +1.6% | 308,801 | $22.7M |
| Cetera Investment Advisers | 0.05% | Add +2.4% | 287,259 | $21.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.3% | 267,309 | $19.6M |
| Mariner, LLC | 0.03% | Add +5.0% | 266,566 | $19.6M |
| American Investment Services, Inc. | 3.21% | No change | 261,540 | $19.2M |
| Assetmark, Inc. | 0.05% | Reduce -2.2% | 254,332 | $18.7M |
| Strategic Point Investment Advisors, LLC | 2.90% | Add +0.9% | 239,267 | $17.6M |
| Truist Financial Corp. | 0.03% | Add +2.1% | 236,090 | $17.3M |
| Procyon Advisors, LLC | 1.16% | Reduce -2.9% | 230,013 | $16.9M |
| LS Investment Advisors, LLC | 2.49% | Add +2.8% | 229,936 | $16.9M |
| Capital Investment Advisors, LLC | 0.34% | Reduce -4.9% | 226,758 | $16.6M |
| Main Line Retirement Advisors, LLC | 10.83% | Add +3.2% | 215,202 | $15.8M |
| SWAN Capital LLC | 7.67% | Reduce -0.0% | 212,270 | $15.6M |
| Pathstone Holdings, LLC | 0.07% | Add +0.0% | 207,240 | $15.2M |
| Kwmg, LLC | 1.41% | Add +1.9% | 191,220 | $14.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.2% | 187,113 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.7% | 179,982 | $13.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.1% | 180,016 | $13.2M |
| AAF Wealth Management, LLC | 6.63% | Add +1.1% | 179,165 | $13.2M |
| HUB Investment Partners, LLC | 0.57% | Add +1.5% | 178,435 | $13.1M |
| Raymond James & Associates | 0.01% | Add +47.1% | 169,018 | $12.4M |
| RTD Financial Advisors, Inc. | 1.50% | Reduce -0.9% | 161,292 | $11.8M |
| Unison Advisors LLC | 1.41% | Reduce -0.4% | 159,445 | $11.7M |
| Equitable Trust Co. | 0.75% | Reduce -2.3% | 158,344 | $11.6M |
| Ackerman Capital Advisors, LLC | 2.99% | Add +0.0% | 157,864 | $11.6M |
| Arkos Global Advisors | 1.68% | Add +1.6% | 157,809 | $11.6M |
| Regimen Wealth, LLC | 3.74% | Add +0.6% | 157,516 | $11.6M |
| Human Investing LLC | 2.07% | Reduce -0.1% | 155,971 | $11.5M |
| Sanctuary Advisors, LLC | 0.07% | Add +5.0% | 160,906 | $11.3M |
| Rebalance, LLC | 0.82% | Reduce -0.2% | 153,159 | $11.2M |
| Integrated Advisors Network LLC | 0.53% | Reduce -0.7% | 150,932 | $11.1M |
| Tull Financial Group, Inc. | 6.70% | — | 150,008 | $11.0M |
| Burns J W & Co. Inc. | 1.42% | Reduce -0.3% | 149,210 | $11.0M |
| Stifel Financial Corp. | 0.01% | Add +56.5% | 148,387 | $10.9M |
| Prentice Wealth Management LLC | 3.17% | Add +4.4% | 145,472 | $10.7M |
| Strategic Wealth Investment Group, LLC | 1.13% | Reduce -2.1% | 144,472 | $10.6M |
| Tocqueville Asset Management L.P. | 0.16% | Add +27.8% | 139,899 | $10.3M |
| Citigroup Inc. | 0.01% | Add +0.4% | 136,040 | $10.0M |
| Family Investment Center, Inc. | 2.50% | Reduce -0.8% | 135,542 | $10.0M |
| Meeder Advisory Services, Inc. | 0.64% | Add +13.9% | 135,503 | $9.9M |
| Townsquare Capital LLC | 0.12% | Reduce -6.5% | 135,048 | $9.9M |
| Drucker Wealth 3.0, LLC | 2.36% | Reduce -6.4% | 133,852 | $9.8M |
| Fort Point Capital Partners LLC | 1.19% | Add +0.2% | 129,412 | $9.5M |
| Stephens Inc. | 0.13% | Reduce -3.0% | 128,254 | $9.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.3% | 127,335 | $9.3M |
| Capital Advisors Wealth Management, LLC | 1.65% | Reduce -1.3% | 122,201 | $9.0M |
| Atria Investments, Inc | 0.11% | Add +4.9% | 120,715 | $8.9M |
| Lumbard & Kellner, LLC | 3.90% | Add +1.8% | 120,466 | $8.8M |
| Pinnacle Financial Group, LLC / IL | 3.42% | Add +8.6% | 118,708 | $8.7M |
| Gunma Bank,Ltd. | 3.57% | Add +47.5% | 118,000 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.8% | 116,435 | $8.5M |
| Mgo One Seven LLC | 0.37% | Reduce -9.2% | 114,869 | $8.4M |
| Fiduciary Trust Co | 0.12% | Add +0.5% | 114,561 | $8.4M |
| New England Private Wealth Advisors LLC | 1.35% | Add +1.2% | 113,780 | $8.4M |
| Quaker Wealth Management, LLC | 3.06% | — | 113,697 | $8.3M |
| Cedar Mountain Advisors, LLC | 1.79% | Add +0.8% | 108,061 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 107,391 | $7.9M |
| Wedmont Private Capital | 0.42% | Add +10.5% | 100,770 | $7.4M |
| Financial Perspectives, Inc | 2.48% | Reduce -0.9% | 97,252 | $7.1M |
| Apeiron RIA LLC | 2.04% | Reduce -0.8% | 96,901 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.0% | 95,986 | $7.0M |
| Cherry Tree Wealth Management, LLC | 1.59% | Reduce -0.9% | 91,161 | $6.7M |
| Guardian Financial Partners, LLC | 4.08% | Add +5.5% | 88,890 | $6.5M |
| Independent Financial Group, LLC | 0.23% | Add +9.2% | 86,575 | $6.4M |
| Principal Securities, Inc. | 0.15% | Add +11.1% | 86,344 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -8.5% | 85,216 | $6.3M |
| Sweeney & Michel, LLC | 2.45% | Add +4.0% | 85,328 | $6.2M |
| Ariston Services Group | 5.30% | No change | 82,900 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | Add +44.4% | 81,177 | $6.0M |
| Clarity Wealth Advisors, LLC | 1.69% | Add +14.6% | 79,263 | $5.8M |
| Linscomb Wealth, Inc. | 0.28% | Reduce -3.9% | 78,220 | $5.7M |
| Courier Capital LLC | 0.39% | Add +19.0% | 78,132 | $5.7M |
| McKinley Carter Wealth Services, Inc. | 0.34% | Reduce -1.5% | 76,644 | $5.6M |
| Waverly Advisors, LLC | 0.10% | Add +3.5% | 75,928 | $5.6M |
| Kraft, Davis & Associates, LLC | 1.64% | Reduce -1.6% | 78,152 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +0.0% | 71,157 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.28% | Add +0.5% | 68,405 | $5.0M |
| WNY Asset Management, LLC | 0.57% | Reduce -0.3% | 66,717 | $4.9M |
| S. R. Schill & Associates | 3.46% | Reduce -3.3% | 66,610 | $4.9M |
| First PREMIER Bank | 1.22% | Add +0.9% | 66,511 | $4.9M |
| Eagle Strategies LLC | 0.86% | Add +5.3% | 64,686 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +12.1% | 64,334 | $4.7M |
| Venture Visionary Partners LLC | 0.21% | Add +5.8% | 63,376 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -8.0% | 62,169 | $4.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.14% | Add +2.4% | 62,010 | $4.6M |
| Walkner Condon Financial Advisors LLC | 0.92% | Add +5.3% | 61,269 | $4.5M |
| Moran Wealth Management, LLC | 0.14% | Reduce -2.6% | 61,021 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +3.4% | 58,973 | $4.3M |
| Lebenthal Global Advisors, LLC | 0.86% | Reduce -22.7% | 57,392 | $4.2M |
| Investment Advisory Group, LLC | 1.43% | Reduce -3.3% | 56,059 | $4.1M |
| Daiichi Life Insurance Co., Ltd. | 0.10% | Reduce -1.6% | 55,079 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -1.0% | 54,994 | $4.0M |
| Sageworth Trust Co of South Dakota | 4.97% | Add +5.8% | 52,904 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +12.6% | 52,596 | $3.9M |
| Heartwood Wealth Advisors LLC | 0.41% | Add +2.3% | 51,032 | $3.7M |
| Regal Investment Advisors LLC | 0.26% | Reduce -3.9% | 50,026 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.7% | 49,099 | $3.6M |
| Country Club Bank | 0.24% | Reduce -4.5% | 48,372 | $3.6M |
| Cambridge Financial Group, LLC | 1.45% | Add +1.7% | 47,470 | $3.5M |
| JFS Wealth Advisors, LLC | 0.23% | Add +6.0% | 47,110 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.6% | 46,754 | $3.4M |
| Certified Advisory Corp | 0.38% | Reduce -17.0% | 46,665 | $3.4M |
| High Net Worth Advisory Group LLC | 0.92% | Add +10.5% | 45,116 | $3.3M |
| Angeles Investment Advisors, LLC | 0.17% | New | 44,000 | $3.2M |
| Mayfair Advisory Group, LLC | 2.00% | Add +11.6% | 43,401 | $3.2M |
| Bank of Montreal | 0.00% | Add +1.6% | 41,896 | $3.1M |
| 180 Wealth Advisors, LLC | 0.47% | Add +4.1% | 40,234 | $3.0M |
| Zhang Financial LLC | 0.18% | Add +15.8% | 39,249 | $2.9M |
| Marino, Stram & Associates LLC | 0.64% | Add +0.1% | 38,889 | $2.9M |
| Montecito Bank & Trust | 0.48% | Add +2.4% | 37,963 | $2.8M |
| Beta Wealth Group, Inc. | 1.24% | Reduce -6.1% | 37,479 | $2.8M |
| Fiduciary Group, LLC | 0.28% | Add +33.2% | 37,463 | $2.8M |
| Precedent Wealth Partners, LLC | 0.91% | Add +33.1% | 37,395 | $2.7M |
| First Citizens Bank & Trust Co. | 0.06% | Add +4.8% | 36,626 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -12.0% | 36,614 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -12.0% | 36,614 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.4% | 36,496 | $2.7M |
| Macquarie Group Ltd. | 0.00% | Reduce -7.9% | 35,728 | $2.6M |
| Smartleaf Asset Management LLC | 0.32% | Add +13.1% | 35,279 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +15.7% | 35,167 | $2.6M |
| Ally Invest Advisors Inc. | 0.23% | Reduce -4.8% | 34,610 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +23.8% | 34,305 | $2.5M |
| Howe & Rusling Inc. | 0.22% | Reduce -2.1% | 34,224 | $2.5M |
| CoreFirst Bank & Trust | 1.44% | Reduce -0.4% | 33,847 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +2.7% | 33,443 | $2.5M |
| Advus Financial Partners, LLC | 0.69% | Reduce -5.6% | 33,029 | $2.4M |
| &partners | 0.05% | Add +121.8% | 32,867 | $2.4M |
| Interchange Capital Partners, LLC | 0.84% | Reduce -0.9% | 32,188 | $2.4M |
| SJS Investment Consulting Inc. | 0.41% | Add +5.5% | 31,649 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.2% | 31,593 | $2.3M |
| NWF Advisory Services Inc. | 0.33% | Reduce -4.9% | 31,213 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | Reduce -0.2% | 30,492 | $2.2M |
| Edge Capital Group, LLC | 0.10% | Reduce -8.4% | 30,259 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +7.2% | 29,851 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.2% | 29,633 | $2.2M |
| Cary Street Partners Asset Management LLC | 0.29% | Add +12.4% | 29,556 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Add +3.2% | 29,336 | $2.2M |
| Breakwater Investment Management | 0.88% | Reduce -0.8% | 28,848 | $2.1M |
| Citadel Advisors | 0.00% | Add +130.0% | 28,621 | $2.1M |
| Integral Investment Advisors, Inc. | 0.57% | Reduce -24.8% | 28,609 | $2.1M |
| WorthPointe, LLC | 0.88% | No change | 28,437 | $2.1M |
| Grayhawk Investment Strategies Inc. | 3.23% | No change | 28,160 | $2.1M |
| Mission Hills Financial Advisory, LLC | 1.75% | — | 28,565 | $2.1M |
| Sapient Capital LLC | 0.04% | Add +174.8% | 28,066 | $2.1M |
| Transform Wealth, LLC | 0.14% | Reduce -6.3% | 27,906 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.61% | Reduce -38.1% | 27,403 | $2.0M |
| Mountain Capital Investment Advisors Inc. | 0.44% | Add +26.0% | 28,817 | $2.0M |
| Element Wealth, LLC | 1.06% | Add +18.1% | 27,179 | $2.0M |
| Motco | 0.20% | Reduce -1.0% | 26,878 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +107.5% | 26,194 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -4.6% | 26,072 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | No change | 25,920 | $1.9M |
| Comerica Bank | 0.01% | Add +3.5% | 25,756 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.62% | Add +0.3% | 25,644 | $1.9M |
| Stokes Family Office, LLC | 0.20% | Add +0.2% | 25,463 | $1.9M |
| Caprock Group, LLC | 0.07% | No change | 25,354 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | No change | 24,478 | $1.8M |
| Arq Wealth Advisors, LLC | 0.66% | Add +7.7% | 23,938 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +47.7% | 23,585 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -43.8% | 23,067 | $1.7M |
| Cowa, LLC | 0.79% | Add +20.4% | 22,531 | $1.7M |
| Anchor Investment Management, LLC | 0.15% | Add +0.3% | 22,365 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -1.8% | 22,330 | $1.6M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -0.1% | 22,094 | $1.6M |
| Talisman Wealth Advisors LLC | 1.70% | Add +1.1% | 21,937 | $1.6M |
| Essex Financial Services, Inc. | 0.12% | Add +2.9% | 22,368 | $1.6M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -8.9% | 21,819 | $1.6M |
| CRA Financial Services, LLC | 0.29% | Add +78.5% | 21,776 | $1.6M |
| Thrive Capital Management, LLC | 0.75% | Reduce -22.4% | 21,704 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 21,420 | $1.6M |
| Kuhn & Co Investment Counsel | 1.33% | No change | 21,197 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -16.3% | 20,930 | $1.5M |
| Rockingstone Advisors LLC | 0.75% | Add +2.6% | 20,880 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.84% | Add +8.1% | 20,874 | $1.5M |
| Childress Capital Advisors, LLC | 0.40% | Reduce -63.9% | 20,400 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | Reduce -3.4% | 20,325 | $1.5M |
| OMC Financial Services LTD | 0.70% | No change | 21,665 | $1.5M |
| Ascent Group, LLC | 0.11% | Add +4.1% | 19,823 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -13.9% | 19,693 | $1.4M |
| Silverlake Wealth Management LLC | 0.55% | Reduce -4.2% | 19,583 | $1.4M |
| BluePointe Capital Management, LLC | 0.92% | No change | 19,329 | $1.4M |
| Collective Family Office LLC | 0.38% | Reduce -13.7% | 19,204 | $1.4M |
| Forest Hill Capital, LLC | 1.07% | No change | 19,200 | $1.4M |
| FMR LLC | 0.00% | Add +6.8% | 19,163 | $1.4M |
| D'Orazio & Associates, Inc. | 0.20% | Reduce -32.7% | 18,701 | $1.4M |
| Rosenberg Matthew Hamilton | 0.36% | Reduce -0.8% | 18,534 | $1.4M |
| Milestone Asset Management, LLC | 0.30% | New | 18,415 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +2.1% | 18,371 | $1.3M |
| Cadence Bank | 0.09% | Reduce -0.8% | 18,278 | $1.3M |
| SWS Partners | 0.42% | Reduce -0.6% | 18,124 | $1.3M |
| BigSur Wealth Management LLC | 0.36% | Add +0.6% | 18,000 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +40.8% | 19,407 | $1.3M |
| Mosaic Financial Group, LLC | 0.90% | Add +12.1% | 17,320 | $1.3M |
| World Investment Advisors | 0.04% | New | 17,146 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +0.5% | 17,032 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -1.8% | 16,614 | $1.2M |
| Wexford Capital LP | 0.29% | No change | 16,456 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -10.9% | 16,284 | $1.2M |
| Investors Research Corp | 0.25% | Add +46.8% | 15,689 | $1.2M |
| Principle Wealth Partners LLC | 0.08% | No change | 15,570 | $1.1M |
| TBH Global Asset Management, LLC | 0.25% | Reduce -8.0% | 15,468 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +0.3% | 15,395 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +633.0% | 15,363 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.3% | 15,090 | $1.1M |
| Bridge Advisory, LLC | 0.53% | Reduce -9.8% | 15,071 | $1.1M |
| Moseley Investment Management Inc. | 0.44% | Add +10.9% | 14,953 | $1.1M |
| Maryland Capital Advisors Inc. | 0.53% | No change | 14,820 | $1.1M |
| Renaissance Technologies | 0.00% | New | 14,641 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.2% | 14,612 | $1.1M |
| CGN Advisors LLC | 0.11% | Add +32.2% | 14,396 | $1.1M |
| MN Wealth Advisors, LLC | 0.59% | Add +0.6% | 14,174 | $1.0M |
| Oxinas Partners, LLC | 0.63% | Add +27.1% | 14,106 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.33% | Reduce -45.9% | 14,011 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +16.3% | 14,005 | $1.0M |
| First Citizens Asset Management, Inc. | 0.36% | Reduce -5.7% | 13,958 | $1.0M |
| Nwam LLC | 0.06% | New | 13,916 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.9% | 13,668 | $1.0M |
| Harvest Investment Services, LLC | 0.32% | No change | 13,499 | $991K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 12,982 | $953K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.0% | 12,818 | $941K |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.4% | 12,797 | $940K |
| Camden National Bank | 0.13% | Reduce -0.4% | 12,766 | $937K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -0.3% | 12,750 | $936K |
| Sonoma Private Wealth LLC | 1.45% | Add +0.4% | 12,649 | $929K |
| Webster Bank, N. A. | 0.10% | No change | 12,627 | $927K |
| Per Stirling Capital Management, LLC. | 0.13% | Add +0.1% | 12,532 | $920K |
| MBA Advisors LLC | 0.44% | Reduce -8.8% | 12,530 | $920K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 12,417 | $912K |
| Simon Quick Advisors, LLC | 0.06% | Add +0.1% | 12,298 | $903K |
| GSG Advisors LLC | 0.30% | Reduce -2.4% | 12,293 | $899K |
| Stewardship Advisors, LLC | 0.25% | Reduce -20.3% | 11,926 | $876K |
| Allworth Financial LP | 0.01% | Add +5.8% | 11,872 | $872K |
| Busey Bank | 0.03% | Reduce -0.3% | 11,863 | $871K |
| Acorn Financial Advisory Services Inc. | 0.15% | Add +0.7% | 11,844 | $870K |
| Fagan Associates, Inc. | 0.14% | New | 11,562 | $849K |
| Ieq Capital, LLC | 0.01% | Add +102.0% | 11,536 | $847K |
| Evergreen Capital Management LLC | 0.03% | Add +3.4% | 11,430 | $839K |
| NewEdge Wealth, LLC | 0.02% | New | 11,406 | $837K |
| Baldwin Wealth Partners LLC | 0.06% | New | 10,989 | $807K |
| CVA Family Office, LLC | 0.13% | Reduce -3.1% | 10,918 | $802K |
| Seamount Financial Group Inc. | 0.60% | No change | 10,815 | $794K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.2% | 10,777 | $791K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -8.7% | 10,639 | $781K |
| Mutual Advisors, LLC | 0.02% | Reduce -11.6% | 10,915 | $781K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.1% | 10,533 | $773K |
| Old Mission Investment Co LLC | 0.24% | Add +0.9% | 10,458 | $768K |
| Private Portfolio Partners LLC | 0.14% | New | 10,223 | $751K |
| Merit Financial Group, LLC | 0.02% | Add +12.4% | 10,100 | $742K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,077 | $740K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.4% | 9,961 | $731K |
| AQR Capital Management | 0.00% | Reduce -3.5% | 9,875 | $725K |
| Sara-Bay Financial | 0.26% | Reduce -9.7% | 9,812 | $720K |
| Betterment LLC | 0.00% | Reduce -2.1% | 9,760 | $717K |
| Pension & Wealth Management Advisors, Inc. | 0.37% | Add +7.3% | 9,706 | $713K |
| Boston Mountain Money Management Inc. | 0.41% | No change | 9,550 | $701K |
| Choreo, LLC | 0.01% | Add +0.1% | 9,583 | $701K |
| HBW Advisory Services LLC | 0.10% | Reduce -5.6% | 9,351 | $687K |
| Morris Financial Concepts, Inc. | 0.29% | Reduce -0.3% | 9,286 | $682K |
| US Bancorp \de | 0.00% | Add +29.8% | 9,095 | $668K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -2.5% | 9,017 | $662K |
| Panoramic Investment Advisors, LLC | 0.45% | — | 8,900 | $653K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.7% | 8,892 | $653K |
| Advisory Services Network, LLC | 0.01% | No change | 9,433 | $646K |
| New Republic Capital, LLC | 0.37% | No change | 8,727 | $641K |
| Northern Trust Corp. | 0.00% | Add +35.9% | 8,659 | $636K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -12.5% | 8,592 | $631K |
| Creekside Partners | 0.32% | Add +0.2% | 8,493 | $624K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $617K |
| Raymond James Trust N.A. | 0.01% | Add +16.1% | 8,310 | $610K |
| TFB Advisors LLC | 0.18% | Add +2.5% | 8,207 | $603K |
| Summit Wealth Group, LLC | 0.17% | No change | 8,194 | $602K |
| Aspen Wealth Strategies, LLC | 0.39% | Add +1.3% | 8,195 | $602K |
| OmniStar Financial Group, Inc. | 0.44% | Add +52.0% | 8,021 | $591K |
| Gotham Asset Management | 0.01% | No change | 8,025 | $589K |
| IFP Advisors, Inc | 0.02% | Add +12.0% | 7,913 | $581K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.3% | 7,885 | $579K |
| Private Trust Co. NA | 0.06% | Add +2.3% | 7,758 | $570K |
| Brooks, Moore & Associates, Inc. | 0.33% | No change | 7,715 | $566K |
| 17 Capital Partners, LLC | 0.37% | Add +11.0% | 7,710 | $566K |
| StoneX Group Inc. | 0.04% | Reduce -7.5% | 7,663 | $563K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 7,582 | $557K |
| Arkadios Wealth Advisors | 0.03% | Add +6.2% | 7,422 | $545K |
| Richard W. Paul & Associates, LLC | 0.20% | Reduce -6.1% | 7,417 | $545K |
| Kathleen S. Wright Associates Inc. | 0.22% | Add +0.2% | 7,239 | $531K |
| First National Bank of Mount Dora, Trust Investment Services | 0.12% | No change | 7,148 | $525K |
| Cascade Financial Partners, LLC | 0.07% | No change | 7,235 | $520K |
| Keudell/Morrison Wealth Management | 0.14% | Add +4.1% | 7,072 | $519K |
| Proathlete Wealth Management LLC | 0.21% | No change | 7,048 | $517K |
| Ancora Advisors LLC | 0.01% | No change | 6,989 | $513K |
| Pasadena Private Wealth, LLC | 0.11% | Reduce -0.6% | 6,961 | $511K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.7% | 6,935 | $509K |
| RDA Financial Network | 0.16% | Add +16.0% | 6,923 | $508K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.9% | 6,918 | $508K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +77.4% | 6,877 | $505K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.7% | 6,815 | $500K |
| Meridian Financial Advisors, LLC | 0.33% | Add +13.6% | 6,792 | $499K |
| Sovereign Financial Group, Inc. | 0.12% | No change | 6,721 | $493K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.9% | 6,720 | $493K |
| Phraction Management LLC | 0.19% | No change | 6,705 | $492K |
| Focus Partners Wealth | 0.00% | Reduce -98.5% | 6,705 | $492K |
| Ifrah Financial Services, Inc. | 0.13% | Add +1.0% | 6,625 | $486K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.7% | 6,569 | $482K |
| Northcape Wealth Management, LLC | 0.16% | No change | 6,547 | $481K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,539 | $480K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.3% | 6,523 | $479K |
| KFG Wealth Management, LLC | 0.10% | Add +9.8% | 6,501 | $477K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -25.2% | 6,482 | $476K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -2.0% | 6,479 | $476K |
| Pacific Financial Group Inc. | 0.34% | Reduce -8.1% | 6,395 | $470K |
| Objective Capital Management, LLC | 0.27% | — | 6,298 | $462K |
| Sage Capital Advisors,llc | 0.12% | Reduce -0.6% | 6,263 | $460K |
| Savvy Advisors, Inc. | 0.09% | No change | 6,227 | $457K |
| Opal Wealth Advisors, LLC | 0.14% | Add +0.6% | 6,187 | $454K |
| CoreCap Advisors, LLC | 0.02% | New | 6,078 | $446K |
| Paragon Financial Partners, Inc. | 0.32% | Reduce -8.0% | 5,999 | $440K |
| Parsons Capital Management Inc. | 0.03% | Add +88.9% | 5,960 | $438K |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 5,923 | $435K |
| StrongBox Wealth, LLC | 0.19% | Reduce -8.6% | 5,907 | $434K |
| My Legacy Advisors, LLC | 0.17% | Reduce -62.2% | 5,794 | $425K |
| Fortis Capital Advisors, LLC | 0.14% | No change | 5,764 | $423K |
| Belpointe Asset Management LLC | 0.03% | No change | 5,764 | $423K |
| XML Financial, LLC | 0.04% | Add +76.9% | 5,750 | $422K |
| CreativeOne Wealth, LLC | 0.01% | Add +15.6% | 5,705 | $419K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -5.2% | 5,668 | $416K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -8.0% | 5,583 | $410K |
| Prospera Financial Services Inc | 0.01% | Reduce -38.0% | 5,520 | $405K |
| Quadrant Capital Group LLC | 0.03% | No change | 5,497 | $404K |
| Compound Planning, Inc. | 0.03% | Add +0.9% | 5,462 | $401K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -2.8% | 5,410 | $397K |
| Hilltop Holdings Inc. | 0.03% | New | 5,373 | $394K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.7% | 5,369 | $394K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +19.5% | 5,359 | $393K |
| Fonville Wealth Management LLC | 0.13% | Add +1.1% | 5,220 | $383K |
| Cornerstone Advisory, LLC | 0.05% | Add +0.0% | 5,198 | $382K |
| Apella Capital, LLC | 0.02% | Add +51.6% | 5,091 | $374K |
| AE Wealth Management LLC | 0.00% | Reduce -8.0% | 5,059 | $371K |
| International Assets Investment Management, LLC | 0.03% | Add +6.0% | 5,045 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.8% | 5,022 | $369K |
| Proficio Capital Partners LLC | 0.04% | No change | 5,000 | $367K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -0.2% | 4,983 | $366K |
| Ami Investment Management Inc. | 0.12% | Add +2.9% | 4,921 | $361K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.1% | 4,906 | $360K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.1% | 4,882 | $358K |
| FSC Wealth Advisors, LLC | 0.25% | Reduce -50.2% | 4,758 | $349K |
| Westshore Wealth, LLC | 0.14% | No change | 4,756 | $349K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.7% | 4,738 | $348K |
| Corient Private Wealth LP | 0.00% | Add +49.6% | 4,705 | $345K |
| Mattern Wealth Management LLC | 0.08% | No change | 4,700 | $345K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -23.3% | 4,660 | $342K |
| SigFig Wealth Management, LLC | 0.01% | Add +11.7% | 4,618 | $341K |
| Mission Wealth Management, LP | 0.01% | Reduce -18.0% | 4,558 | $335K |
| Signet Financial Management, LLC | 0.04% | Reduce -2.8% | 4,498 | $330K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.7% | 4,481 | $329K |
| Castle Wealth Management LLC | 0.13% | No change | 4,364 | $320K |
| HHM Wealth Advisors, LLC | 0.04% | Add +69.5% | 4,286 | $315K |
| C M Bidwell & Associates Ltd. | 0.19% | Add +0.3% | 4,242 | $311K |
| PFG Advisors | 0.02% | Reduce -75.3% | 4,240 | $311K |
| Creative Financial Designs Inc. | 0.03% | Add +16.5% | 4,240 | $311K |
| Van Den Berg Management I, Inc. | 0.09% | No change | 4,222 | $310K |
| Luminvest Wealth Management LLC | 0.13% | No change | 4,215 | $309K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.9% | 4,189 | $308K |
| Cottage Street Advisors LLC | 0.17% | Add +6.0% | 4,184 | $307K |
| Angeles Wealth Management, LLC | 0.03% | No change | 4,167 | $306K |
| FineMark National Bank & Trust | 0.01% | Reduce -60.8% | 4,133 | $303K |
| Madison Wealth Partners, Inc | 0.09% | New | 4,109 | $302K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 4,101 | $301K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 4,097 | $301K |
| Meridian Wealth Management, LLC | 0.01% | New | 4,087 | $300K |
| Fortis Group Advisors, LLC | 0.06% | Add +204.0% | 4,074 | $299K |
| Tidemark, LLC | 0.12% | Reduce -18.9% | 4,058 | $298K |
| FOCUS Wealth Advisors, LLC | 0.15% | No change | 4,009 | $294K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -4.5% | 3,998 | $294K |
| Highland Capital Management, LLC | 0.02% | No change | 3,947 | $290K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.1% | 3,914 | $287K |
| Bell Investment Advisors, Inc | 0.05% | Add +1.0% | 3,900 | $286K |
| Charles Schwab Trust Co | 0.02% | New | 3,815 | $280K |
| Lanark Financial, Inc. | 0.02% | Reduce -5.1% | 3,824 | $280K |
| Financial Insights, Inc. | 0.09% | No change | 3,800 | $279K |
| Hamilton Wealth, LLC | 0.07% | Reduce -10.8% | 3,734 | $274K |
| Formidable Asset Management, LLC | 0.04% | New | 3,705 | $272K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 3,610 | $265K |
| Beacon Financial Advisory LLC | 0.09% | New | 3,603 | $265K |
| Marathon Capital Management | 0.06% | Reduce -2.0% | 3,583 | $263K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 3,583 | $263K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,566 | $262K |
| Tempus Wealth Planning, LLC | 0.10% | New | 3,534 | $259K |
| Newport Capital Group, LLC | 0.19% | New | 3,521 | $259K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,514 | $258K |
| Quartz Partners, LLC | 0.16% | — | 3,482 | $256K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,479 | $255K |
| Richardson Financial Services Inc. | 0.16% | Add +100.0% | 3,556 | $252K |
| Mainsail Asset Management, LLC | 0.18% | Add +0.8% | 3,400 | $250K |
| Jane Street Group, LLC | 0.00% | Reduce -99.8% | 3,395 | $249K |
| Bremer Bank National Association | 0.05% | No change | 3,393 | $249K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.3% | 3,374 | $248K |
| Gradient Capital Advisors, LLC | 0.08% | Reduce -1.2% | 3,368 | $247K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.3% | 3,310 | $243K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $235K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -5.1% | 3,049 | $224K |
| TD Private Client Wealth LLC | 0.01% | Add +3.9% | 3,033 | $223K |
| Uptick Partners, LLC | 0.09% | Reduce -31.3% | 3,004 | $221K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $220K |
| BIP Wealth, LLC | 0.01% | New | 2,993 | $220K |
| Allegheny Financial Group | 0.05% | Add +1.0% | 2,969 | $218K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 2,922 | $215K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,882 | $212K |
| Unionview, LLC | 0.16% | New | 2,868 | $211K |
| Investment Partners Asset Management, Inc. | 0.17% | New | 2,803 | $206K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,786 | $205K |
| WMS Partners, LLC | 0.01% | New | 2,781 | $204K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,750 | $202K |
| Atlantic Private Wealth, LLC | 0.15% | No change | 2,632 | $193K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,611 | $192K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.0% | 2,579 | $189K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -15.6% | 2,505 | $184K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -1.2% | 2,442 | $179K |
| Lowe Wealth Advisors, LLC | 0.07% | Add +58.5% | 2,369 | $174K |
| Bfsg, LLC | 0.02% | Add +0.2% | 2,358 | $173K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -6.5% | 2,306 | $169K |
| Creative Capital Management Investments LLC | 0.07% | New | 2,252 | $165K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 2,110 | $155K |
| Bogart Wealth, LLC | 0.01% | Reduce -16.5% | 2,020 | $148K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.9% | 2,015 | $148K |
| Concord Wealth Partners | 0.02% | No change | 2,000 | $147K |
| GAMMA Investing LLC | 0.01% | New | 1,846 | $136K |
| Garde Capital, Inc. | 0.01% | No change | 1,831 | $134K |
| Access Investment Management LLC | 0.04% | No change | 1,575 | $116K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.4% | 1,579 | $115K |
| Signaturefd, LLC | 0.00% | No change | 1,550 | $114K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,535 | $113K |
| Capital Analysts, LLC | 0.00% | Add +12.7% | 1,529 | $112K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -35.8% | 1,422 | $104K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,321 | $97K |
| Spire Wealth Management | 0.00% | No change | 1,261 | $93K |
| GeoWealth Management, LLC | 0.00% | Reduce -6.0% | 1,216 | $89K |
| LGT Financial Advisors LLC | 0.21% | Add +156.9% | 1,151 | $85K |
| Robinswood Financial LLC | 0.03% | Add +15.4% | 1,144 | $84K |
| Private Capital Management LLC | 0.01% | No change | 1,001 | $73K |
| Hara Capital LLC | 0.05% | New | 1,000 | $73K |
| Signature Resources Capital Management, LLC | 0.07% | Reduce -14.8% | 992 | $73K |
| National Bank of Canada | 0.00% | Add +2.0% | 935 | $69K |
| Adirondack Trust Co. | 0.03% | No change | 913 | $67K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 908 | $67K |
| Parallel Advisors, LLC | 0.00% | New | 885 | $65K |
| Archer Investment Corp | 0.02% | Add +16.9% | 817 | $60K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $59K |
| Consultiva Wealth Management, Corp. | 0.46% | No change | 787 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $51K |
| Kimelman & Baird, LLC | 0.00% | No change | 694 | $51K |
| Sandy Spring Bank | 0.00% | Reduce -33.3% | 675 | $50K |
| City State Bank | 0.02% | Add +17.5% | 670 | $49K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $46K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -5.9% | 604 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $44K |
| Blue Trust, Inc. | 0.00% | New | 642 | $44K |
| Tsfg, LLC | 0.01% | Add +0.9% | 556 | $41K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -35.4% | 547 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 521 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 500 | $37K |
| Trust Co. of Vermont | 0.00% | New | 477 | $35K |
| Smithfield Trust Co | 0.00% | No change | 461 | $34K |
| Peoples Bank | 0.02% | No change | 400 | $29K |
| Financial Freedom, LLC | 0.02% | Add +1.0% | 396 | $29K |
| Eastern Bank | 0.00% | New | 395 | $29K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $26K |
| Allianz SE | 0.00% | No change | 334 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 319 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -48.4% | 282 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 250 | $18K |
| Coastline Trust Co | 0.00% | New | 245 | $18K |
| Barclays PLC | 0.00% | No change | 230 | $17K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $16K |
| Bray Capital Advisors | 0.00% | No change | 215 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -99.0% | 211 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 199 | $15K |
| MCF Advisors LLC | 0.00% | No change | 198 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -58.7% | 166 | $12K |
| Pathway Financial Advisers, LLC | 0.01% | Add +29.7% | 166 | $12K |
| AlphaMark Advisors, LLC | 0.00% | No change | 165 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $12K |
| Castleview Partners, LLC | 0.01% | No change | 159 | $12K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 157 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $11K |
| Whittier Trust Co. | 0.00% | No change | 130 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 128 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -86.2% | 121 | $9K |
| Family Asset Management, LLC | 0.01% | Add +6.2% | 120 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.8% | 119 | $9K |
| WestEnd Advisors, LLC | 0.00% | Reduce -1.0% | 103 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -82.1% | 98 | $7K |
| Van Eck Associates Corp. | 0.00% | New | 80 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 46 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 43 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 37 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +4.2% | 25 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +20.0% | 24 | $2K |
| Gould Capital, LLC | 0.00% | Add +6.7% | 16 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | New | 16 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 11 | $795 |
| Northwest Investment Counselors, LLC | 0.00% | New | 9 | $667 |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $661 |
| Main Street Group, LTD | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is VYMI's weight in each manager's 13F, not the share of Vanguard Int High DVD YLD Inc. the manager owns.