Vanguard Int High DVD YLDVYMIETF

13F holders, Q3 2025 (September 30)
684holders +43
72new positions
29sold out
3famous investors
$84.77avg. 13F price*

At the end of Q3 2025, 684 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 43 from Q2 2025. 72 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($461.6M), Bank of America Corp. ($429.3M) and Orgel Wealth Management, LLC ($214.2M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Int High DVD YLD Inc.
CUSIP
921946794
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 512Q1 2024Q2 2024: 513Q2 2024Q3 2024: 534Q3 2024Q4 2024: 584Q4 2024Q1 2025: 589Q1 2025Q2 2025: 641Q2 2025Q3 2025: 684Q3 2025Q4 2025: 777Q4 2025Q1 2026: 834Q1 2026Q2 2026: 886Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$64.4M
Exits29$25.3M

All 13F filers, Q2 2025 → Q3 2025: 5,485,529 shares bought and 3,411,190 shares sold, net +2,074,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 684 holders

Morgan Stanley 0.03% Add +2.5% 5,451,457 $461.6M
Bank of America Corp. 0.03% Add +11.8% 5,069,126 $429.3M
Orgel Wealth Management, LLC 4.89% Add +0.1% 2,529,655 $214.2M
Captrust Financial Advisors 0.42% Add +7.3% 2,444,241 $207.0M
Wells Fargo & Company 0.04% Add +7.8% 2,072,344 $175.5M
LPL Financial LLC 0.05% Add +21.1% 1,996,579 $169.1M
Envestnet Asset Management Inc. 0.05% Reduce -2.8% 1,852,388 $156.9M
Manufacturers Life Insurance Company, The 0.12% Reduce -1.4% 1,744,030 $147.7M
Jones Financial Companies LLLP 0.08% Add +20.0% 1,454,093 $122.4M
Ameriprise Financial Inc. 0.03% Reduce -13.0% 1,418,114 $120.1M
Royal Bank of Canada 0.02% Add +12.6% 1,413,057 $119.7M
UBS Group AG 0.02% Add +2.5% 1,335,473 $113.1M
Confluence Wealth Services, Inc. 5.29% Add +3.6% 1,268,032 $107.4M
Raymond James Financial Inc. 0.03% Add +13.8% 966,338 $81.8M
Mariner, LLC 0.09% Add +11.2% 819,238 $69.4M
HighTower Advisors, LLC 0.07% Add +8.5% 744,075 $63.0M
Creative Planning 0.04% Add +0.7% 678,685 $57.5M
Cwm, LLC 0.16% Reduce -4.0% 641,659 $54.3M
Cetera Investment Advisers 0.06% Add +76.7% 566,581 $48.0M
Equitable Holdings, Inc. 0.31% Add +2.8% 492,196 $41.7M
Summit Financial Wealth Advisors, LLC 6.28% Add +4.4% 476,284 $40.5M
PNC Financial Services Group, Inc. 0.02% Add +13.3% 461,942 $39.1M
Commonwealth Equity Services, LLC 0.05% Reduce -0.8% 453,415 $38.4M
JPMorgan Chase & Co. 0.00% Reduce -15.1% 437,026 $37.0M
Barry Investment Advisors, LLC 8.03% Add +2.1% 412,170 $34.9M
Jane Street Group, LLC 0.04% Add +28.4% 400,000 $33.9M
Capital Advantage, Inc. 5.02% Add +3.6% 394,226 $33.4M
LS Investment Advisors, LLC 4.53% Add +64.0% 379,348 $32.1M
Focus Partners Wealth 0.05% Add +1.0% 375,477 $31.8M
First Hawaiian Bank 3.85% Reduce -3.7% 354,790 $30.0M
Osaic Holdings, Inc. 0.04% Add +17.4% 342,018 $28.9M
Sei Investments Co. 0.03% Add +4.2% 330,018 $27.9M
Arlington Trust Co LLC 4.67% Add +0.8% 306,742 $26.0M
Hamilton Wealth, LLC 5.37% Add +2.5% 304,010 $25.7M
Mercer Global Advisors Inc. 0.04% Reduce -1.3% 291,011 $24.6M
SWAN Capital LLC 9.95% Add +3.0% 289,776 $24.5M
Bank of Hawaii 1.22% Add +3.2% 288,484 $24.4M
Burns J W & Co. Inc. 2.74% Add +8.7% 286,227 $24.2M
NorthRock Partners, LLC 0.42% New 276,262 $23.4M
Assetmark, Inc. 0.05% Reduce -34.4% 269,909 $22.9M
Baird Financial Group, Inc. 0.04% Add +2.0% 269,629 $22.8M
Ackerman Capital Advisors, LLC 4.62% Add +18.4% 260,415 $22.1M
Main Line Retirement Advisors, LLC 10.99% Add +1.3% 253,007 $21.4M
Signature Estate & Investment Advisors LLC 0.46% Add +0.4% 252,704 $21.4M
Strategic Point Investment Advisors, LLC 3.01% Add +1.6% 247,584 $21.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +48.8% 240,175 $20.3M
Mackenzie Financial Corp. 0.02% Add +5.3% 237,498 $20.1M
Truist Financial Corp. 0.03% Add +3.8% 235,408 $19.9M
AAF Wealth Management, LLC 8.73% Add +9.8% 227,531 $19.3M
American Investment Services, Inc. 4.49% Reduce -8.8% 220,658 $18.7M
Kwmg, LLC 1.56% Add +4.1% 210,671 $17.8M
Capital Investment Advisors, LLC 0.29% Reduce -1.9% 208,002 $17.6M
Pathstone Holdings, LLC 0.07% Add +0.0% 207,583 $17.6M
Stifel Financial Corp. 0.02% Add +4.9% 205,165 $17.4M
Janney Montgomery Scott LLC 0.04% Reduce -25.6% 202,809 $17.2M
MML Investors Services, LLC 0.04% Add +5.8% 186,490 $15.8M
Citigroup Inc. 0.01% Add +14.9% 177,410 $15.0M
Strategic Wealth Investment Group, LLC 1.24% Add +2570.8% 174,057 $14.7M
Tull Financial Group, Inc. 6.42% Add +1.1% 171,683 $14.5M
New England Private Wealth Advisors LLC 1.88% Add +1.6% 168,576 $14.3M
Procyon Advisors, LLC 0.84% Reduce -5.5% 168,250 $14.2M
Arkos Global Advisors 1.81% Add +5.8% 167,657 $14.2M
State Farm Mutual Automobile Insurance Co. 0.01% Add +629.3% 164,771 $14.0M
Human Investing LLC 2.06% Reduce -4.9% 164,670 $13.9M
Meeder Advisory Services, Inc. 0.64% Add +2.5% 161,610 $13.7M
Prentice Wealth Management LLC 3.29% Add +2.4% 157,820 $13.4M
Capital Advisors Wealth Management, LLC 1.88% Add +19.8% 155,670 $13.2M
Unison Advisors LLC 1.18% Add +0.0% 153,328 $13.0M
RTD Financial Advisors, Inc. 1.55% Reduce -1.9% 152,098 $12.9M
Pinnacle Financial Group, LLC / IL 3.88% Add +4.1% 151,615 $12.8M
Regal Investment Advisors LLC 0.82% Add +23.7% 148,585 $12.6M
Tocqueville Asset Management L.P. 0.18% Add +2.8% 148,373 $12.6M
Regimen Wealth, LLC 3.72% Reduce -0.1% 147,909 $12.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.6% 145,981 $12.4M
Family Investment Center, Inc. 2.55% Reduce -3.0% 145,120 $12.3M
Integrated Advisors Network LLC 0.50% Add +0.2% 139,915 $11.8M
Cedar Mountain Advisors, LLC 2.27% Add +9.4% 137,576 $11.6M
Waverly Advisors, LLC 0.11% Add +63.8% 133,001 $11.3M
Equitable Trust Co. 0.52% Add +1.1% 132,675 $11.2M
Wedmont Private Capital 0.42% Add +1.9% 132,373 $11.2M
Stephens Inc. 0.14% Reduce -2.4% 132,042 $11.2M
Private Advisor Group, LLC 0.05% Add +10.6% 129,012 $10.9M
Clarity Wealth Advisors, LLC 2.38% Add +23.8% 127,752 $10.8M
Kraft, Davis & Associates, LLC 2.58% Add +4.5% 124,339 $10.6M
Financial Perspectives, Inc 2.92% Add +3.5% 124,300 $10.5M
Sanctuary Advisors, LLC 0.06% Reduce -4.1% 123,737 $10.5M
Drucker Wealth 3.0, LLC 1.86% Add +5.5% 123,727 $10.5M
Kingsview Wealth Management, LLC 0.16% Add +17.6% 121,985 $10.3M
NewEdge Advisors, LLC 0.05% Add +0.4% 121,797 $10.3M
GTS Securities LLC 0.39% Add +4227.9% 120,142 $10.2M
Croban 6.69% Reduce -2.0% 118,531 $10.0M
Rockefeller Capital Management L.P. 0.02% Add +8.9% 118,257 $10.0M
Mgo One Seven LLC 0.23% Add +0.4% 117,548 $10.0M
Fiduciary Trust Co 0.11% Add +0.4% 113,855 $9.6M
Atria Investments, Inc 0.11% Reduce -11.6% 112,692 $9.5M
Employees' Retirement Fund of the City of Fort Worth 4.44% New 112,200 $9.5M
Guardian Financial Partners, LLC 3.99% Add +3.6% 111,734 $9.5M
Principal Securities, Inc. 0.15% Add +7.1% 108,865 $9.2M
Rebalance, LLC 0.54% Reduce -0.6% 106,216 $9.0M
Eagle Strategies LLC 1.19% Add +8.4% 104,804 $8.9M
Independent Financial Group, LLC 0.21% Add +14.7% 104,011 $8.8M
Buska Wealth Management, LLC 2.60% Reduce -12.8% 102,445 $8.7M
Marathon Capital Management 1.98% Reduce -0.6% 101,579 $8.6M
HUB Investment Partners, LLC 0.32% Reduce -3.5% 101,165 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -23.2% 99,596 $8.4M
Courier Capital LLC 0.48% Add +1.0% 98,860 $8.4M
Sweeney & Michel, LLC 2.81% Reduce -0.4% 100,753 $8.4M
Quaker Wealth Management, LLC 2.68% Reduce -1.4% 97,190 $8.2M
Merit Financial Group, LLC 0.08% Reduce -0.3% 97,098 $8.2M
Oak Hill Wealth Advisors, LLC 1.54% Add +1.4% 97,059 $8.2M
West Bancorporation Inc. 4.37% Add +34.4% 92,726 $7.9M
ADG Wealth Management Group, LLC 6.16% Add +1.0% 91,570 $7.8M
Kestra Private Wealth Services, LLC 0.10% Add +16.6% 89,999 $7.6M
Ariston Services Group 4.58% Add +3.5% 89,798 $7.6M
Brooks, Moore & Associates, Inc. 3.77% Add +42.4% 12,147 $7.4M
Cherry Tree Wealth Management, LLC 1.63% Add +0.0% 87,549 $7.4M
Natixis Advisors, LLC 0.01% Add +12.7% 84,174 $7.1M
Moran Wealth Management, LLC 0.21% Add +30.2% 82,048 $6.9M
Bank of Montreal 0.00% Add +0.0% 80,623 $6.8M
First Citizens Bank & Trust Co. 0.15% Add +8.7% 80,464 $6.8M
Lumbard & Kellner, LLC 2.50% Reduce -29.4% 80,146 $6.8M
Apeiron RIA LLC 1.53% Reduce -3.7% 81,043 $6.8M
Walkner Condon Financial Advisors LLC 1.05% Add +4.7% 78,579 $6.7M
Beta Wealth Group, Inc. 2.62% Add +61.5% 78,434 $6.6M
BCS Wealth Management 1.49% Add +12.3% 78,272 $6.6M
Linscomb Wealth, Inc. 0.28% Reduce -2.0% 78,051 $6.6M
McKinley Carter Wealth Services, Inc. 0.34% Reduce -0.8% 76,957 $6.5M
First PREMIER Bank 1.48% Add +6.0% 76,892 $6.5M
Wealthfront Advisers LLC 0.02% Add +42.4% 76,576 $6.5M
Joel Isaacson & Co., LLC 0.23% Add +48.9% 74,369 $6.3M
Schwarz Dygos Wheeler Investment Advisors LLC 1.28% Add +0.6% 71,345 $6.0M
Wealthcare Advisory Partners LLC 0.12% Reduce -4.3% 70,675 $6.0M
Axis Wealth Partners, LLC 3.50% Add +5.4% 70,616 $6.0M
WNY Asset Management, LLC 0.56% Add +0.2% 68,179 $5.8M
Gotham Asset Management 0.02% Add +733.6% 66,893 $5.7M
Mayfair Advisory Group, LLC 2.42% Add +1.2% 66,696 $5.6M
Fiduciary Advisors, Inc. 4.55% Add +7.4% 66,560 $5.6M
S. R. Schill & Associates 3.87% Reduce -1.6% 65,027 $5.5M
FRG Family Wealth Advisors LLC 0.88% Add +2145.4% 64,330 $5.4M
Kestra Advisory Services, LLC 0.02% Add +14.8% 64,158 $5.4M
Manning & Napier Advisors LLC 0.07% Reduce -3.5% 63,727 $5.4M
Precedent Wealth Partners, LLC 1.19% Add +13.5% 63,581 $5.4M
Oppenheimer & Co. Inc. 0.07% Add +20.4% 63,019 $5.3M
Venture Visionary Partners LLC 0.18% No change 62,874 $5.3M
Vanguard Group Inc. 0.00% Add +92.3% 61,387 $5.2M
Heartwood Wealth Advisors LLC 0.47% Add +4.9% 59,228 $5.0M
JFS Wealth Advisors, LLC 0.28% Add +28.6% 57,062 $4.8M
Investment Advisory Group, LLC 1.30% Add +12.2% 56,329 $4.8M
Smartleaf Asset Management LLC 0.29% Add +53.9% 55,652 $4.7M
Beacon Pointe Advisors, LLC 0.04% Add +9.5% 55,265 $4.7M
Spectrum Asset Management, Inc. (NB/CA) 1.64% New 55,020 $4.7M
Arq Wealth Advisors, LLC 1.38% Add +43.4% 54,943 $4.7M
High Net Worth Advisory Group LLC 1.09% Add +13.6% 53,458 $4.5M
Fiduciary Group, LLC 0.39% Add +6.4% 52,627 $4.5M
Mechanics Bank Trust Department 0.62% Add +41.4% 52,545 $4.4M
Toronto Dominion Bank 0.01% No change 51,877 $4.4M
&partners 0.03% Add +48.9% 51,467 $4.4M
Cambridge Financial Group, LLC 1.38% Add +3.8% 50,676 $4.3M
CRA Financial Services, LLC 0.58% Add +9.8% 50,244 $4.3M
Zhang Financial LLC 0.17% Add +0.3% 50,068 $4.2M
Mission Hills Financial Advisory, LLC 2.25% Add +14.2% 49,980 $4.2M
Country Club Bank 0.24% Add +1.7% 49,013 $4.1M
Old National Bancorp 0.07% No change 48,343 $4.1M
5T Wealth, LLC 1.78% Add +2.8% 48,155 $4.1M
Turning Point Benefit Group, Inc. 2.40% Add +197.3% 46,851 $4.0M
Note Advisors, LLC 2.32% Add +10.1% 46,126 $3.9M
Cowa, LLC 1.37% Add +11.4% 45,733 $3.9M
Janney Capital Management LLC 0.24% Add +0.0% 45,645 $3.9M
180 Wealth Advisors, LLC 0.47% Add +2.1% 45,140 $3.8M
Marino, Stram & Associates LLC 0.68% Add +1.1% 44,952 $3.8M
Perissos Private Wealth Management, LLC 2.73% Add +1.4% 44,349 $3.8M
Corient Private Wealth LP 0.01% Add +620.2% 43,242 $3.7M
Cary Street Partners Financial LLC 0.09% Reduce -0.6% 42,697 $3.6M
Certified Advisory Corp 0.34% Reduce -5.0% 42,315 $3.6M
Montecito Bank & Trust 0.55% — 41,552 $3.5M
Lido Advisors, LLC 0.01% Add +61.0% 40,932 $3.5M
Strategic Blueprint, LLC 0.15% Add +12.3% 39,954 $3.4M
Mountain Capital Investment Advisors Inc. 0.59% Add +19.0% 39,643 $3.4M
Valmark Advisers, Inc. 0.04% Add +5.5% 39,086 $3.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -84.3% 38,227 $3.2M
Daiichi Life Insurance Co., Ltd. 0.08% Add +36.4% 38,107 $3.2M
Investors Research Corp 0.60% Add +11.0% 38,032 $3.2M
Prospera Financial Services Inc 0.05% Add +0.7% 37,853 $3.2M
J.W. Cole Advisors, Inc. 0.06% Add +12.0% 37,763 $3.2M
CoreFirst Bank & Trust 1.69% Add +0.7% 36,957 $3.1M
Essex Financial Services, Inc. 0.19% Add +21.0% 36,908 $3.1M
Cornerstone Advisory, LLC 0.31% Add +10.6% 36,747 $3.1M
Howe & Rusling Inc. 0.21% Add +0.6% 35,743 $3.0M
Arkadios Wealth Advisors 0.07% Add +166.2% 35,582 $3.0M
Roble, Belko & Company, Inc 0.41% Reduce -77.6% 35,402 $3.0M
Duncan Williams Asset Management, LLC 0.84% Add +25.1% 35,371 $3.0M
Cerity Partners LLC 0.00% Reduce -2.6% 35,048 $3.0M
Lebenthal Global Advisors, LLC 0.52% Reduce -0.4% 34,991 $3.0M
Ally Invest Advisors Inc. 0.21% Add +0.3% 34,834 $2.9M
Breakwater Investment Management 1.08% Add +5.6% 34,704 $2.9M
Farther Finance Advisors, LLC 0.04% Add +132.3% 34,062 $2.9M
Element Wealth, LLC 1.22% Add +9.2% 32,902 $2.8M
Sequoia Financial Advisors, LLC 0.02% Add +583.1% 32,633 $2.8M
Advisory Services Network, LLC 0.04% Reduce -2.4% 32,362 $2.7M
Stokes Family Office, LLC 0.26% Add +1.3% 31,768 $2.7M
Evanson Asset Management, LLC 0.15% Add +4.0% 31,700 $2.7M
SJS Investment Consulting Inc. 0.37% No change 31,649 $2.7M
Sapient Capital LLC 0.04% Add +16.3% 31,679 $2.7M
Interchange Capital Partners, LLC 0.52% Reduce -0.9% 31,467 $2.7M
FMR LLC 0.00% Add +10.5% 31,359 $2.7M
Legacy Advisors, LLC 0.33% — 31,351 $2.7M
NWF Advisory Services Inc. 0.29% Reduce -0.9% 31,147 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.5% 30,894 $2.6M
SCS Capital Management LLC 0.03% Reduce -0.2% 30,309 $2.6M
Crews Bank & Trust 0.37% Reduce -2.7% 30,181 $2.6M
Wise Wealth Partners 3.89% Add +0.4% 30,075 $2.5M
Gunma Bank,Ltd. 0.80% New 30,000 $2.5M
Decker Retirement Planning Inc. 1.40% Reduce -6.1% 29,988 $2.5M
Goldman Sachs Group Inc. 0.00% Add +104.3% 29,828 $2.5M
Park Avenue Securities LLC 0.02% Add +23.2% 29,621 $2.5M
Talisman Wealth Advisors LLC 2.08% Add +3.9% 29,595 $2.5M
Motco 0.22% Add +2.8% 29,078 $2.5M
TD Waterhouse Canada Inc. 0.02% Add +194.7% 27,238 $2.3M
Comerica Bank 0.01% Add +2.7% 27,205 $2.3M
Aspire Capital Advisors LLC 0.57% Add +5.0% 27,172 $2.3M
Plan Group Financial, LLC 0.62% Add +7.7% 27,161 $2.3M
Advus Financial Partners, LLC 0.55% No change 27,142 $2.3M
US Bancorp \de 0.00% Reduce -0.2% 25,915 $2.2M
Anchor Investment Management, LLC 0.18% Reduce -0.7% 25,729 $2.2M
Walter & Keenan Wealth Management LLC /in/ 0.59% Add +1.8% 25,106 $2.1M
Caprock Group, LLC 0.05% — 24,963 $2.1M
Lowe Wealth Advisors, LLC 0.76% Add +50.6% 24,609 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +32.7% 24,452 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +21.2% 23,960 $2.0M
Childress Capital Advisors, LLC 0.36% Add +20.6% 23,400 $2.0M
Allianz Asset Management GmbH 0.00% Add +1.2% 23,151 $2.0M
10Elms LLP 2.00% Add +8.7% 22,858 $1.9M
Scotia Capital Inc. 0.01% New 22,624 $1.9M
AdvisorNet Financial, Inc 0.11% Reduce -15.3% 22,465 $1.9M
Integral Investment Advisors, Inc. 0.51% No change 22,435 $1.9M
OMC Financial Services LTD 0.70% Add +5.5% 22,355 $1.9M
Citadel Advisors 0.00% Reduce -74.7% 21,923 $1.9M
one8zero8, LLC 0.40% Add +23.5% 21,655 $1.8M
TBH Global Asset Management, LLC 0.36% New 21,550 $1.8M
Rosenberg Matthew Hamilton 0.39% Add +3.5% 21,273 $1.8M
Donaldson Capital Management, LLC 0.06% Reduce -2.1% 21,180 $1.8M
Kuhn & Co Investment Counsel 1.39% Reduce -2.4% 20,727 $1.8M
KFG Wealth Management, LLC 0.25% Add +37.9% 20,720 $1.8M
Silverlake Wealth Management LLC 0.43% Add +1.7% 20,562 $1.7M
Access Investment Management LLC 0.47% Add +238.2% 20,545 $1.7M
MBA Advisors LLC 0.74% Add +14.5% 20,535 $1.7M
Quantinno Capital Management LP 0.00% Reduce -0.5% 20,519 $1.7M
IFP Advisors, Inc 0.05% Add +19.1% 20,491 $1.7M
Glass Jacobson Investment Advisors llc 0.62% Reduce -6.4% 20,139 $1.7M
Ieq Capital, LLC 0.01% Add +73.8% 20,054 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -18.3% 19,997 $1.7M
Nwam LLC 0.09% Reduce -6.1% 19,861 $1.7M
Mosaic Financial Group, LLC 1.19% Add +0.5% 19,797 $1.7M
Avantax Planning Partners, Inc. 0.05% Reduce -5.9% 19,464 $1.6M
Milestone Asset Management Group, LLC 1.03% Add +5.9% 19,256 $1.6M
Forest Hill Capital, LLC 0.96% No change 19,200 $1.6M
Rockingstone Advisors LLC 0.80% No change 19,115 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +13.4% 19,067 $1.6M
Allworth Financial LP 0.01% Add +0.8% 18,952 $1.6M
HBW Advisory Services LLC 0.18% Add +2.8% 18,935 $1.6M
Alps Advisors Inc. 0.01% No change 18,860 $1.6M
TPG Advisors LLC 1.04% Add +66.2% 18,669 $1.6M
CGN Advisors LLC 0.13% Add +16.8% 18,599 $1.6M
Tempus Wealth Planning, LLC 0.36% Reduce -1.2% 18,464 $1.6M
TD Private Client Wealth LLC 0.04% Add +21.1% 18,412 $1.6M
Oxinas Partners, LLC 0.83% Add +3.0% 18,326 $1.6M
Blair William & Co. 0.00% Add +1.7% 18,182 $1.5M
BigSur Wealth Management LLC 0.38% Add +0.6% 18,101 $1.5M
Brighton Securities Corp. 0.79% Reduce -6.8% 18,003 $1.5M
Global Retirement Partners, LLC 0.03% Add +7.9% 17,923 $1.5M
Summit Financial, LLC 0.02% New 17,906 $1.5M
Principle Wealth Partners LLC 0.09% Reduce -1.0% 17,645 $1.5M
Saxony Capital Management, LLC 0.98% Add +47.7% 17,530 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +0.7% 17,196 $1.5M
Sara-Bay Financial 0.41% Add +17.3% 17,193 $1.5M
World Investment Advisors 0.03% Add +1.5% 17,131 $1.5M
Moseley Investment Management Inc. 0.44% Add +5.4% 16,988 $1.4M
BG Investment Services, LLC 1.40% Add +187.6% 16,704 $1.4M
Ascent Group, LLC 0.05% Reduce -2.3% 16,700 $1.4M
Apella Capital, LLC 0.03% Add +47.1% 16,566 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +226.4% 16,582 $1.4M
Wexford Capital LP 0.42% No change 16,456 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% No change 16,318 $1.4M
IHT Wealth Management, LLC 0.03% Add +18.8% 16,204 $1.4M
Bravias Capital Group, LLC 0.89% Add +118.8% 15,765 $1.3M
Glenmede Investment Management, LP 0.01% Reduce -41.8% 15,345 $1.3M
Cadence Bank 0.08% Reduce -0.7% 15,147 $1.3M
Maryland Capital Advisors Inc. 0.45% No change 14,820 $1.3M
Evergreen Capital Management LLC 0.03% Add +4.4% 14,671 $1.2M
Collective Family Office LLC 0.30% Add +0.1% 14,535 $1.2M
AQR Capital Management 0.00% Add +25.6% 14,089 $1.2M
Cornerstone Advisors Asset Management, LLC 0.21% New 14,048 $1.2M
Novem Group 0.14% Add +9.0% 13,854 $1.2M
Harvest Investment Services, LLC 0.23% Add +0.2% 13,725 $1.2M
McNamara Financial Services, Inc. 0.22% Reduce -3.2% 13,682 $1.2M
Harbour Investments, Inc. 0.03% Add +13.8% 13,633 $1.2M
New Republic Capital, LLC 0.35% No change 13,562 $1.1M
Creekside Partners 0.50% Add +2.8% 13,509 $1.1M
First Citizens Asset Management, Inc. 0.40% Add +2.9% 13,271 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +1.4% 13,165 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Add +11.3% 13,081 $1.1M
Roehl & Yi Investment Advisors, LLC 0.48% Add +282.1% 12,942 $1.1M
MN Wealth Advisors, LLC 0.58% Add +0.4% 12,756 $1.1M
GSG Advisors LLC 0.28% Reduce -0.5% 12,600 $1.1M
Harbor Asset Planning, Inc. 0.96% Reduce -13.0% 12,612 $1.1M
Moors & Cabot, Inc. 0.05% Reduce -1.5% 12,579 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -12.4% 12,559 $1.1M
Pinnacle Associates Ltd. 0.01% No change 12,554 $1.1M
Simon Quick Advisors, LLC 0.05% No change 12,310 $1.0M
Choreo, LLC 0.01% Add +1.2% 12,248 $1.0M
Private Trust Co. NA 0.09% Add +45.9% 12,239 $1.0M
Barnes Wealth Management Group, Inc 0.57% Reduce -6.9% 12,137 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +1.9% 12,095 $1.0M
Independent Advisor Alliance 0.03% Add +197.6% 12,079 $1.0M
M Holdings Securities, Inc. 0.22% New 12,021 $1.0M
FLC Capital Advisors 0.19% Add +1.3% 11,805 $1000K
Fagan Associates, Inc. 0.14% Reduce -0.9% 11,761 $996K
Compound Planning, Inc. 0.03% Add +100.0% 11,559 $979K
Morris Financial Concepts, Inc. 0.35% Add +0.1% 11,354 $961K
Roof Eidam Maycock Peralta, LLC 0.23% Add +3.0% 11,350 $961K
American National Bank of Texas 0.90% — 11,306 $957K
Formidable Asset Management, LLC 0.15% Add +13.8% 11,864 $950K
FAS Wealth Partners, Inc. 0.06% Reduce -0.1% 11,124 $942K
Harpswell Capital Advisors, LLC 0.89% — 11,000 $931K
Thrive Capital Management, LLC 0.24% Reduce -8.6% 10,983 $930K
Mutual Advisors, LLC 0.02% Reduce -1.1% 10,872 $929K
Kathleen S. Wright Associates Inc. 0.34% Reduce -0.1% 10,939 $926K
First Citizens Investor Services, Inc. 0.35% — 10,812 $916K
DAVENPORT & Co LLC 0.00% Add +11.3% 10,768 $912K
Camden National Bank 0.13% Reduce -4.7% 10,694 $906K
CVA Family Office, LLC 0.12% No change 10,648 $902K
D.A. Davidson & Co. 0.01% New 10,648 $902K
Ifrah Financial Services, Inc. 0.23% Reduce -0.6% 10,452 $885K
Old Mission Investment Co LLC 0.21% Reduce -8.2% 10,256 $868K
Webster Bank, N. A. 0.08% Reduce -18.9% 10,244 $867K
Charter Oak Capital Management, LLC 0.07% Add +40.8% 10,158 $860K
Seamount Financial Group Inc. 0.41% Add +1.9% 10,149 $859K
Cardiff Park Advisors, LLC 0.07% Add +0.3% 10,142 $859K
Betterment LLC 0.00% Reduce -3.5% 10,092 $855K
Tudor Financial Inc. 0.45% Reduce -2.7% 10,091 $855K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.4% 10,033 $850K
Wealthspire Retirement, LLC 0.05% Reduce -0.1% 10,027 $849K
GPS Wealth Strategies Group, LLC 0.09% Add +17.4% 9,995 $846K
CIBC Private Wealth Group LLC 0.00% Add +18.3% 9,966 $844K
Mascagni Wealth Management, Inc. 0.65% Add +7.0% 9,857 $835K
USA Financial Formulas 0.15% Reduce -16.2% 9,838 $833K
TFB Advisors LLC 0.24% Add +25.8% 9,824 $826K
Resolute Advisors LLC 0.21% New 9,733 $824K
Concurrent Investment Advisors, LLC 0.01% Add +17.9% 9,631 $816K
Meridian Financial Advisors, LLC 0.46% Add +0.8% 9,628 $815K
Busey Bank 0.02% Reduce -2.4% 9,544 $808K
Belpointe Asset Management LLC 0.03% Add +14.2% 9,540 $808K
WESPAC Advisors, LLC 0.46% New 9,221 $781K
Infinity Wealth Counsel, LLC 0.75% No change 9,104 $771K
Simplicity Wealth,LLC 0.04% New 9,075 $768K
Daymark Wealth Partners, LLC 0.03% Reduce -1.3% 9,023 $764K
Panoramic Investment Advisors, LLC 0.43% Add +1.1% 8,950 $758K
XML Financial, LLC 0.06% Reduce -1.1% 8,796 $745K
Pension & Wealth Management Advisors, Inc. 0.23% Reduce -4.7% 8,543 $724K
STAR Financial Bank 0.42% Reduce -4.5% 8,418 $713K
SigFig Wealth Management, LLC 0.02% Add +11.6% 8,444 $712K
First Manhattan Co. Llc. 0.00% No change 8,400 $711K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% New 8,359 $708K
Summit Wealth Group, LLC 0.17% Add +0.1% 8,193 $694K
Factor Wealth Management LTD 0.17% Reduce -0.1% 8,166 $691K
NorthCoast Asset Management LLC 0.00% Add +31.4% 8,090 $685K
Modern Wealth Management, LLC 0.01% Reduce -0.3% 8,077 $684K
Robertson Stephens Wealth Management, LLC 0.02% Add +13.2% 8,077 $684K
Acorn Financial Advisory Services Inc. 0.10% Add +4.5% 8,055 $682K
Fonville Wealth Management LLC 0.15% Add +0.4% 8,016 $679K
HF Advisory Group, LLC 0.25% Add +9.9% 8,008 $678K
AE Wealth Management LLC 0.00% Add +48.8% 7,964 $674K
Cottage Street Advisors LLC 0.28% Add +24.9% 7,836 $664K
Pinnacle Wealth Management Advisory Group, LLC 0.05% No change 7,829 $663K
Paragon Financial Partners, Inc. 0.42% Add +15.2% 7,780 $659K
Sageworth Trust Co 0.03% Add +22.4% 7,657 $648K
Sax Wealth Advisors, LLC 0.03% Add +0.6% 7,600 $644K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 7,496 $635K
Wealth Dimensions Group, Ltd. 0.13% Reduce -0.1% 7,493 $635K
Sage Capital Advisors,llc 0.15% Add +26.9% 7,408 $627K
Brown Advisory Inc. 0.00% Add +58.5% 7,400 $627K
Legacy Private Trust Co. 0.04% Add +69.3% 7,330 $621K
Ancora Advisors LLC 0.01% Add +4.2% 7,283 $617K
Aspen Wealth Strategies, LLC 0.34% Reduce -32.1% 7,157 $606K
National Bank of Canada 0.00% Add +112.2% 7,150 $606K
First National Bank of Mount Dora, Trust Investment Services 0.13% No change 7,148 $605K
Disciplined Investors, L.L.C. 0.43% Reduce -0.3% 7,122 $603K
Proathlete Wealth Management LLC 0.17% No change 7,048 $597K
Wilkins Miller Wealth Management, LLC 0.37% Add +16.3% 7,023 $595K
Tred Avon Family Wealth, LLC 0.20% — 6,949 $588K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.6% 6,894 $584K
Cibc World Market Inc. 0.00% Add +62.0% 6,887 $583K
Berkeley Capital Partners, LLC 0.14% Reduce -4.7% 6,815 $577K
Sovereign Financial Group, Inc. 0.11% No change 6,721 $569K
Composition Wealth, LLC 0.01% Add +3.8% 6,703 $568K
Cresset Asset Management, LLC 0.00% Add +145.5% 6,693 $567K
Apollon Financial, LLC 0.09% Add +147.7% 6,687 $566K
Cascade Financial Partners, LLC 0.06% No change 6,628 $561K
Evoke Wealth, LLC 0.01% New 6,495 $550K
Patriot Investment Management Group, Inc. 0.04% Add +5.2% 6,485 $549K
Pasadena Private Wealth, LLC 0.08% Reduce -3.7% 6,476 $548K
DMKC Advisory Services, LLC 0.27% No change 6,397 $542K
Financial Insights, Inc. 0.18% Add +71.5% 6,358 $538K
Brookstone Capital Management 0.01% Add +135.6% 6,315 $535K
Collaborative Wealth Managment Inc. 0.21% Add +0.5% 6,278 $532K
Ipsen Advisor Group LLC 0.37% Reduce -6.4% 6,131 $519K
Savvy Advisors, Inc. 0.02% Reduce -0.4% 6,127 $519K
CoreCap Advisors, LLC 0.02% Reduce -1.8% 6,089 $516K
Kingswood Wealth Advisors, LLC 0.03% New 6,048 $512K
Friday Financial 0.21% Add +0.6% 6,017 $510K
Northcape Wealth Management, LLC 0.15% Reduce -0.5% 6,017 $510K
StrongBox Wealth, LLC 0.17% Add +32.1% 6,003 $508K
True Link Financial Advisors, LLC 0.03% No change 6,000 $508K
Richard W. Paul & Associates, LLC 0.17% Reduce -2.4% 5,926 $502K
Westbourne Investments, Inc. 0.24% Add +7.6% 5,885 $502K
International Assets Investment Management, LLC 0.04% No change 6,223 $500K
Red Tortoise LLC 0.22% Add +0.8% 5,898 $499K
Beacon Financial Advisory LLC 0.11% Add +2.7% 5,822 $493K
Journey Strategic Wealth LLC 0.01% Add +49.0% 5,805 $492K
Visionary Wealth Advisors 0.02% Add +106.0% 5,769 $489K
Pacific Financial Group Inc. 0.36% Reduce -3.0% 5,722 $485K
Apollon Wealth Management, LLC 0.01% Reduce -9.0% 5,720 $484K
Dover Advisors, LLC 0.19% Add +0.8% 5,645 $478K
Pegasus Asset Management, Inc. 0.15% Add +34.4% 5,589 $473K
Clearstead Advisors, LLC 0.01% Add +0.5% 5,558 $471K
VestGen Advisors, LLC 0.02% New 5,550 $470K
Meridian Wealth Management, LLC 0.02% Reduce -3.8% 5,549 $470K
Quadrant Capital Group LLC 0.02% No change 5,497 $465K
Ameritas Advisory Services, LLC 0.03% Add +90.6% 5,482 $464K
Kohmann Bosshard Financial Services, LLC 0.05% Reduce -73.8% 5,446 $461K
Integris Wealth Management, LLC 0.11% Add +0.1% 5,406 $458K
Cahill Financial Advisors Inc. 0.05% Reduce -19.9% 5,397 $457K
Investment Counsel Co. of Nevada 0.93% Reduce -10.6% 5,377 $455K
FSC Wealth Advisors, LLC 0.26% Add +12.6% 5,374 $455K
Level Wealth Management LLC 0.24% Add +0.6% 5,333 $452K
StoneX Group Inc. 0.02% Reduce -2.0% 5,302 $449K
MAI Capital Management 0.00% Add +2802.2% 5,282 $447K
McCarter Private Wealth Services LLC 0.23% New 5,278 $447K
Bell Bank 0.02% New 5,118 $433K
ORG Partners LLC 0.08% Reduce -1.7% 5,088 $431K
Balboa Wealth Partners 0.07% Add +0.3% 5,086 $431K
Raab & Moskowitz Asset Management LLC 0.09% New 4,996 $423K
Verdence Capital Advisors LLC 0.02% New 4,793 $413K
RDA Financial Network 0.10% Reduce -37.8% 4,865 $412K
Parsons Capital Management Inc. 0.02% Reduce -13.6% 4,864 $412K
Fiduciary Financial Group, LLC 0.06% New 4,845 $410K
Newport Capital Group, LLC 0.26% No change 4,807 $407K
Main Street Financial Solutions, LLC 0.03% Add +0.4% 4,762 $403K
Westshore Wealth, LLC 0.14% No change 4,756 $403K
Root Financial Partners, LLC 0.02% Add +86.2% 4,745 $402K
Endeavor Private Wealth, Inc. 0.12% New 4,700 $398K
Mattern Wealth Management LLC 0.08% No change 4,700 $398K
Phraction Management LLC 0.12% No change 4,640 $393K
Schiavi & Co LLC 0.13% Add +0.8% 4,619 $391K
Aldebaran Financial Inc. 0.39% Reduce -0.3% 4,600 $390K
Gateway Wealth Partners, LLC 0.05% Reduce -0.2% 4,589 $389K
Opal Wealth Advisors, LLC 0.11% No change 4,561 $386K
Mission Wealth Management, LP 0.01% No change 4,496 $381K
Luminvest Wealth Management LLC 0.12% No change 4,473 $379K
Tiaa Trust, National Association 0.00% New 4,451 $377K
NewEdge Wealth, LLC 0.01% Reduce -37.6% 4,385 $375K
Transcend Capital Advisors, LLC 0.03% Add +23.9% 4,357 $369K
Monarch Capital Management Inc. 0.09% New 4,344 $368K
Cozad Asset Management Inc. 0.03% New 4,316 $365K
Northern Trust Corp. 0.00% New 4,279 $362K
Patten Group, Inc. 0.07% Add +1.8% 4,220 $357K
Johnson Investment Counsel Inc. 0.00% Add +5.6% 4,217 $357K
C M Bidwell & Associates Ltd. 0.17% Reduce -1.3% 4,185 $354K
3Chopt Investment Partners, LLC 0.08% Reduce -20.7% 4,176 $354K
SeaCrest Wealth Management, LLC 0.04% Add +52.9% 4,143 $352K
Van Den Berg Management I, Inc. 0.09% No change 4,134 $350K
Bell Investment Advisors, Inc 0.06% Add +1.2% 4,131 $350K
Moloney Securities Asset Management, LLC 0.04% No change 4,093 $347K
Atticus Wealth Management, LLC 0.09% Add +17.3% 4,084 $346K
SWS Partners 0.08% Add +0.1% 4,045 $343K
OneAscent Financial Services LLC 0.02% New 4,038 $342K
FOCUS Wealth Advisors, LLC 0.16% No change 4,009 $339K
Nikulski Financial, Inc. 0.09% New 4,006 $339K
Fifth Third Bancorp 0.00% No change 4,000 $339K
GLOBALT Investments LLC / GA 0.01% Reduce -5.0% 3,972 $336K
Mraz, Amerine & Associates, Inc. 0.05% No change 3,950 $334K
Castle Wealth Management LLC 0.11% Reduce -19.4% 3,921 $332K
Fortis Capital Advisors, LLC 0.05% Add +17.3% 3,870 $328K
Signal Advisors Wealth, LLC 0.03% New 3,868 $328K
HHM Wealth Advisors, LLC 0.04% Add +0.3% 3,843 $325K
Commerce Bank 0.00% New 3,838 $325K
Charles Schwab Trust Co 0.02% Reduce -41.3% 3,815 $323K
Highland Capital Management, LLC 0.02% No change 3,775 $320K
Insight Advisors, LLC/ PA 0.05% No change 3,761 $318K
Glen Eagle Advisors, LLC 0.04% Add +43.1% 3,751 $318K
Prosperitas Financial LLC 0.13% Add +32.6% 3,688 $312K
Avior Wealth Management, LLC 0.01% Add +0.9% 3,674 $311K
North Star Investment Management Corp. 0.02% Add +0.3% 3,655 $310K
Millstone Evans Group, LLC 0.20% New 3,635 $308K
Triad Wealth Partners, LLC 0.04% New 3,628 $307K
Baron Wealth Management LLC 0.10% Add +9.9% 3,621 $307K
Quartz Partners, LLC 0.11% Add +1.4% 3,597 $305K
Cura Wealth Advisors, LLC 0.11% No change 3,525 $298K
Mason Investment Advisory Services, Inc. 0.01% No change 3,514 $298K
Legacy Trust 0.06% No change 3,500 $296K
Outbound Financial Inc 0.24% No change 3,480 $295K
Modera Wealth Management, LLC 0.00% Add +0.2% 3,474 $294K
IRON Financial LLC 0.14% Add +10.3% 3,446 $292K
Lanark Financial, Inc. 0.02% Reduce -1.0% 3,441 $291K
Wealth Management Associates, Inc. 0.10% Add +1.8% 3,440 $291K
TRUE Private Wealth Advisors 0.03% New 3,417 $289K
Mainsail Asset Management, LLC 0.13% Add +0.7% 3,401 $288K
Madison Wealth Partners, Inc 0.06% Add +0.8% 3,396 $288K
Causey Wealth LLC 0.14% Add +12.7% 3,343 $283K
Lewis Asset Management, LLC 0.12% New 3,325 $282K
HB Wealth Management, LLC 0.00% Reduce -3.7% 3,294 $279K
M Wealth Management, LLC 0.24% Reduce -17.0% 3,290 $279K
Avestar Capital, LLC 0.02% No change 3,282 $278K
Perigon Wealth Management, LLC 0.01% Add +2.7% 3,233 $274K
Discipline Wealth Solutions, LLC 0.07% New 3,219 $273K
Staley Capital Advisers Inc. 0.01% No change 3,200 $271K
Brighton Jones LLC 0.01% New 3,197 $271K
American Trust 0.02% New 3,131 $265K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -7.3% 3,081 $261K
Foundations Investment Advisors, LLC 0.00% Add +11.9% 3,072 $260K
Geneos Wealth Management Inc. 0.01% Reduce -16.8% 3,058 $259K
Nestegg Advisors, Inc. 0.23% Add +0.8% 3,048 $258K
Leavell Investment Management, Inc. 0.01% Add +4.8% 3,044 $258K
Gradient Capital Advisors, LLC 0.07% Reduce -9.3% 3,033 $257K
Allegheny Financial Group 0.05% Add +7.0% 3,024 $256K
Florida Trust Wealth Management Co 0.01% No change 3,000 $254K
Empower Advisory Group, LLC 0.00% New 2,991 $253K
Capital Analysts, LLC 0.01% Reduce -12.5% 2,943 $249K
Brady Martz Wealth Solutions, LLC 0.04% No change 2,914 $247K
Lantern Wealth Advisors, LLC 0.13% New 2,889 $245K
Koshinski Asset Management, Inc. 0.02% New 2,889 $245K
Yukon Wealth Management, Inc. 0.08% No change 2,886 $244K
Abacus Planning Group, Inc. 0.03% No change 2,882 $244K
Long Run Wealth Advisors, LLC 0.05% Reduce -0.9% 2,872 $243K
Mach-1 Financial Group, LLC 0.04% New 2,845 $241K
Integrity Advisory Solutions, LLC 0.04% — 2,845 $241K
Destination Wealth Management 0.01% New 2,829 $240K
Spire Wealth Management 0.01% Add +30.8% 2,822 $239K
Capital Investment Advisory Services, LLC 0.02% Add +14.5% 2,807 $238K
Level Four Advisory Services, LLC 0.01% New 2,804 $237K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% New 2,800 $237K
Redwood Investment Management, LLC 0.03% Add +2.9% 2,782 $236K
Moneco Advisors, LLC 0.02% New 2,783 $236K
Brown Miller Wealth Management, LLC 0.07% No change 2,781 $235K
Hilltop Holdings Inc. 0.01% Reduce -27.3% 2,773 $235K
Advisory Alpha, LLC 0.01% New 2,755 $234K
Cornerstone Wealth Group, LLC 0.02% Add +0.3% 2,759 $234K
Qube Research & Technologies Ltd 0.00% Reduce -92.8% 2,755 $233K
Vise Technologies, Inc. 0.01% New 2,744 $232K
Breakwater Capital Group 0.03% Add +2.2% 2,719 $230K
Winthrop Advisory Group LLC 0.02% No change 2,687 $228K
Two Sigma Securities, LLC 0.03% New 2,676 $227K
Signet Financial Management, LLC 0.03% No change 2,639 $223K
Atlantic Private Wealth, LLC 0.14% No change 2,632 $223K
Tidemark, LLC 0.06% Reduce -17.4% 2,606 $221K
Angeles Wealth Management, LLC 0.01% No change 2,602 $220K
apricus wealth, LLC 0.12% Add +4.0% 2,600 $220K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% No change 2,577 $218K
Raffa Wealth Management, LLC 0.04% Reduce -1.3% 2,550 $216K
Essex Bank 0.05% No change 2,545 $216K
Libra Wealth LLC 0.06% No change 2,525 $214K
First National Bank Sioux Falls 0.07% No change 2,500 $212K
Concord Wealth Partners 0.03% Add +25.0% 2,500 $212K
HM Payson & Co. 0.00% New 2,500 $212K
White Lighthouse Investment Management Inc. 0.03% New 2,493 $211K
Oregon Pacific Wealth Management, LLC 0.18% Reduce -2.2% 2,460 $208K
Creative Financial Designs Inc. 0.01% Reduce -26.4% 2,429 $206K
JT Stratford LLC 0.03% New 2,417 $205K
Cascade Wealth Advisors, Inc 0.10% New 2,320 $202K
BOK Financial Private Wealth, Inc. 0.01% No change 2,288 $194K
Ameriflex Group, Inc. 0.07% Add +100.0% 2,280 $193K
Creative Capital Management Investments LLC 0.06% No change 2,252 $191K
First Horizon Corp. 0.01% — 2,220 $188K
CNB Bank 0.08% Add +120.3% 2,170 $184K
AlphaCore Capital LLC 0.01% New 2,060 $174K
Team Financial Group, LLC 0.08% Add +0.8% 1,969 $167K
GAMMA Investing LLC 0.01% No change 1,966 $166K
Richardson Financial Services Inc. 0.10% No change 1,932 $164K
Bogart Wealth, LLC 0.01% Add +0.1% 1,823 $154K
Stephens Consulting, LLC 0.05% Reduce -13.9% 1,790 $152K
Russell Investments Group, Ltd. 0.00% Add +50.0% 1,790 $152K
Accredited Wealth Management, LLC 0.11% Reduce -54.6% 775 $146K
Bfsg, LLC 0.01% Add +1.2% 1,683 $143K
Stone House Investment Management, LLC 0.02% Add +10.6% 1,603 $136K
Nalls Sherbakoff Group, LLC 0.09% No change 1,575 $133K
Keener Financial Planning LLC 0.06% No change 1,509 $127K
Parallel Advisors, LLC 0.00% Add +8.7% 1,468 $124K
Colonial Trust Co / SC 0.01% Reduce -0.3% 1,315 $111K
KERR FINANCIAL PLANNING Corp 0.15% — 1,250 $109K
Aptus Capital Advisors, LLC 0.00% Add +506.7% 1,274 $108K
Topsail Wealth Management, LLC 0.02% Reduce -6.9% 1,255 $106K
Signaturefd, LLC 0.00% Add +14.5% 1,112 $94K
Richards, Merrill & Peterson, Inc. 0.04% No change 1,094 $93K
BankPlus Trust Department 0.02% No change 1,051 $89K
Sunbelt Securities, Inc. 0.01% New 1,023 $87K
Whittier Trust Co. of Nevada Inc. 0.00% Add +37.9% 965 $82K
Signature Resources Capital Management, LLC 0.04% No change 951 $81K
WPG Advisers, LLC 0.06% Reduce -2.2% 885 $75K
Clean Yield Group 0.02% New 865 $73K
Creekmur Asset Management LLC 0.01% Reduce -11.8% 817 $69K
UMB Bank, n.a. 0.00% No change 806 $68K
Adirondack Trust Co. 0.02% Reduce -9.8% 805 $68K
Kentucky Trust Co 0.04% No change 795 $67K
Consultiva Wealth Management, Corp. 0.19% No change 787 $67K
Hurley Capital, LLC 0.04% Add +0.9% 749 $63K
Towne Trust Company, N.A 0.02% No change 738 $62K
Retirement Wealth Solutions LLC 0.04% No change 701 $59K
Medallion Wealth Advisors, LLC 0.02% No change 700 $59K
Ballast Advisors LLC 0.02% New 682 $58K
Archer Investment Corp 0.01% No change 676 $57K
Atlantic Union Bankshares Corp 0.00% No change 675 $57K
City State Bank 0.02% No change 670 $57K
Elevation Wealth Partners, LLC 0.02% Add +0.5% 656 $56K
Bay Harbor Wealth Management, LLC 0.01% No change 623 $53K
Running Point Capital Advisors, LLC 0.01% Add +142.7% 614 $52K
Larson Financial Group LLC 0.00% Add +407.4% 614 $52K
Blume Capital Management, Inc. 0.01% Add +1920.0% 606 $51K
Tsfg, LLC 0.01% Add +0.9% 581 $49K
TFC Financial Management, Inc. 0.01% No change 575 $49K
Crewe Advisors LLC 0.00% No change 569 $48K
Brown Brothers Harriman & Co. 0.00% No change 527 $45K
Winthrop Capital Management, LLC 0.01% Add +0.6% 506 $43K
Vermillion Wealth Management, Inc. 0.01% Add +9.1% 504 $43K
Kimelman & Baird, LLC 0.00% Reduce -29.7% 488 $41K
Smithfield Trust Co 0.00% No change 461 $39K
Jackson Hole Capital Partners, LLC 0.01% No change 426 $36K
Hara Capital LLC 0.02% No change 400 $34K
Eastern Bank 0.00% No change 395 $33K
St Germain D J Co. Inc. 0.00% Add +48.5% 358 $30K
N.E.W. Advisory Services LLC 0.00% Add +0.9% 353 $30K
American Capital Advisory, LLC 0.01% No change 350 $30K
Westside Investment Management, Inc. 0.00% No change 341 $29K
Asset Dedication, LLC 0.00% Reduce -2.5% 319 $27K
Indiana Trust & Investment Management Co 0.01% New 317 $27K
EPG Wealth Management LLC 0.01% Add +91.4% 312 $26K
NFSG Corp 0.00% Add +1.0% 303 $26K
BlackRock, Inc. 0.00% Reduce -42.4% 277 $23K
Wealthspire Advisors, LLC 0.00% New 270 $23K
Morton Brown Family Wealth, LLC 0.01% New 268 $23K
Transce3nd, LLC 0.20% Reduce -98.6% 336 $23K
LGT Financial Advisors LLC 0.04% Reduce -83.1% 241 $20K
CX Institutional 0.00% New 230 $20K
Beaird Harris Wealth Management, LLC 0.00% No change 232 $20K
Barclays PLC 0.00% No change 230 $19K
Golden State Wealth Management, LLC 0.00% Reduce -8.2% 225 $19K
Ulland Investment Advisors, LLC 0.01% No change 220 $19K
Bartlett & Co. Wealth Management LLC 0.00% No change 211 $18K
Rossby Financial, LCC 0.01% No change 204 $17K
MCF Advisors LLC 0.00% No change 198 $17K
Financial Consulate, Inc. 0.00% New 192 $16K
Mather Group, Llc. 0.00% New 178 $15K
Van Eck Associates Corp. 0.00% Reduce -23.6% 178 $15K
Pathway Financial Advisers, LLC 0.00% New 175 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 160 $14K
Robinswood Financial LLC 0.00% Add +0.7% 156 $13K
Rothschild Investment LLC 0.00% No change 152 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 151 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +0.8% 124 $11K
Bellevue Asset Management, LLC 0.00% New 120 $10K
Ameritas Investment Partners, Inc. 0.00% No change 110 $9K
Caldwell Trust Co 0.00% No change 109 $9K
Measured Wealth Private Client Group, LLC 0.00% New 108 $9K
Franklin Resources Inc. 0.00% No change 106 $9K
WestEnd Advisors, LLC 0.00% Add +1.0% 104 $9K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $8K
Allianz SE 0.00% No change 94 $8K
Key Financial Inc 0.00% No change 83 $7K
Pinnacle Bancorp, Inc. 0.00% No change 80 $7K
Strategic Wealth Partners, Ltd. 0.00% No change 80 $7K
Ogorek Anthony Joseph /NY/ 0.00% New 81 $6K
Financial Freedom, LLC 0.00% Reduce -83.7% 67 $6K
Pineridge Advisors LLC 0.00% Add +2.1% 49 $4K
POM Investment Strategies, LLC 0.00% New 42 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -99.1% 36 $3K
Physician Wealth Advisors, Inc. 0.00% New 28 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 26 $2K
Salem Investment Counselors Inc. 0.00% New 25 $2K
Cornerstone Planning Group LLC 0.00% New 33 $2K
Gould Capital, LLC 0.00% No change 16 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 15 $1K
Tower Research Capital LLC (TRC) 0.00% Add +600.0% 14 $1K
Sound Income Strategies, LLC 0.00% Reduce -97.8% 9 $759
Clearstead Trust, LLC 0.00% No change 8 $677
Main Street Group, LTD 0.00% No change 1 $85

"% 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.