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Vanguard High Dividend Yield ETF (VYM) Institutional Ownership

Vanguard High Dividend Yield ETF logo
$132.94 +1.25 (+0.95%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Number of
Institutional Buyers
(last 12 months)
944
Total
Institutional Inflows
(last 12 months)
$2.46B
Number of
Institutional Sellers
(last 12 months)
794
Total
Institutional Outflows
(last 12 months)
$1.45B
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VYM Institutional Buying and Selling by Quarter

Vanguard High Dividend Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Legacy Financial Group LLC1,969$251K0.0%N/A0.000%
1/22/2025Tennessee Valley Asset Management Partners4,668$595K0.1%-5.7%0.001%
1/22/2025TI Trust Inc.10,868$1.39M0.9%-2.3%0.002%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management77,885$9.94M0.3%+3.1%0.017%
1/21/2025High Net Worth Advisory Group LLC93,793$11.97M3.3%-3.1%0.021%
1/21/2025Petix & Botte Co28,423$3.63M1.0%-7.4%0.006%
1/21/2025Embree Financial Group34,508$4.40M0.8%+0.5%0.008%
1/21/2025Crescent Grove Advisors LLC71,912$9.18M0.9%-0.7%0.016%
1/21/2025Park Edge Advisors LLC2,925$373K0.1%+47.2%0.001%
1/21/2025First Citizens Bank & Trust Co.25,767$3.29M0.1%+45.9%0.006%
1/21/2025Archford Capital Strategies LLC26,936$3.44M0.5%+15.9%0.006%
1/21/2025Patton Albertson Miller Group LLC8,264$1.05M0.1%-11.3%0.002%
1/21/2025Arkfeld Wealth Strategies L.L.C.3,266$415K0.2%+3.1%0.001%
1/21/2025Flagship Harbor Advisors LLC68,901$8.79M0.5%+3.5%0.015%
1/21/2025B.O.S.S. Retirement Advisors LLC17,901$2.28M0.6%+399.5%0.004%
1/21/2025Grimes & Company Inc.16,767$2.14M0.1%+0.8%0.004%
1/21/2025Geneos Wealth Management Inc.35,882$4.58M0.2%+9.3%0.008%
1/21/2025Accel Wealth Management43,351$5.53M2.1%-4.0%0.010%
1/21/2025Fifth Third Bancorp13,485$1.72M0.0%-4.1%0.003%
1/21/2025Carr Financial Group Corp16,131$2.06M0.6%+2.0%0.004%
1/21/2025Goelzer Investment Management Inc.2,431$310K0.0%+32.0%0.001%
1/21/2025Sachetta LLC840$107K0.0%+105.9%0.000%
1/21/2025Wolff Financial Management LLC205,663$26.24M7.3%-1.4%0.045%
1/21/2025CX Institutional32,350$4.13M0.2%+75.5%0.007%
1/21/2025Patriot Investment Management Group Inc.119,494$15.25M1.1%-1.8%0.026%
1/21/2025Southland Equity Partners LLC7,388$943K0.2%-3.1%0.002%
1/21/2025Sound Income Strategies LLC2,970$379K0.0%+8.0%0.001%
1/21/2025LexAurum Advisors LLC7,701$983K0.2%+3.8%0.002%
1/21/2025RFG Advisory LLC27,348$3.49M0.1%+3.1%0.006%
1/21/2025McGlone Suttner Wealth Management Inc.41,670$5.32M0.9%+13.2%0.009%
1/21/2025Johnson Bixby & Associates LLC3,088$394K0.1%-20.9%0.001%
1/21/2025Brighton Jones LLC16,836$2.15M0.1%+23.3%0.004%
1/21/2025Hengehold Capital Management LLC4,179$533K0.1%-9.2%0.001%
1/21/2025Seneca House Advisors27,281$3.48M1.4%+21.6%0.006%
1/21/2025Team Financial Group LLC3,232$412K0.2%+20.7%0.001%
1/21/2025Montecito Bank & Trust24,588$3.14M0.5%-4.1%0.005%
1/17/2025 New Century Financial Group LLC1,707$219K0.1%-94.4%0.000%
1/17/2025 Apeiron RIA LLC85,133$10.86M3.0%-16.3%0.019%
1/17/2025 Madrona Financial Services LLC3,395$433K0.1%-3.7%0.001%
1/17/2025 Baron Silver Stevens Financial Advisors LLC75,071$9.58M1.6%+2.0%0.017%
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1/17/2025 Avior Wealth Management LLC95,451$12.18M0.4%+40.4%0.021%
1/17/2025 Mutual Advisors LLC147,533$19.29M0.6%-1.2%0.033%
1/17/2025 First PREMIER Bank46,820$5.97M1.5%+2.3%0.010%
1/17/2025 Olistico Wealth LLC2,415$308K0.2%+2,315.0%0.001%
1/17/2025 True North Advisors LLC1,925$246K0.1%N/A0.000%
1/17/2025 Independent Wealth Network Inc.18,136$2.31M0.9%+1.2%0.004%
1/17/2025 Wesbanco Bank Inc.2,804$358K0.0%-21.9%0.001%
1/17/2025 Janney Montgomery Scott LLC1,804,471$230.23M0.6%+1.1%0.399%
1/17/2025 Bartlett & CO. Wealth Management LLC6,474$826K0.0%-4.3%0.001%
1/17/2025 Lake Hills Wealth Management LLC16,828$2.15M1.5%+3.3%0.004%
1/17/2025 Redmont Wealth Advisors LLC3,341$426K0.7%-55.1%0.001%
1/17/2025 Baker Ellis Asset Management LLC147,389$18.81M2.8%-0.7%0.033%
1/17/2025 Phillips Wealth Planners LLC2,410$304K0.3%-8.6%0.001%
1/17/2025 Paragon Financial Partners Inc.106,760$13.62M10.3%-13.4%0.024%
1/17/2025 Marino Stram & Associates LLC539,693$68.86M15.2%-0.3%0.119%
1/17/2025 Westside Investment Management Inc.138,149$17.63M3.7%+0.6%0.031%
1/17/2025 Magnus Financial Group LLC10,063$1.28M0.1%+19.9%0.002%
1/17/2025 Daymark Wealth Partners LLC27,488$3.51M0.1%-3.0%0.006%
1/17/2025 Investment Advisory Group LLC154,503$19.71M6.6%+1.6%0.034%
1/17/2025 Global Trust Asset Management LLC3,038$388K0.1%-3.2%0.001%
1/17/2025 Advisory Alpha LLC3,796$484K0.0%-20.1%0.001%
1/17/2025 West Branch Capital LLC6,764$863K0.3%-2.1%0.001%
1/17/2025 MBM Wealth Consultants LLC318,101$40.57M12.1%+1.9%0.070%
1/17/2025 XML Financial LLC59,685$7.62M0.7%-4.2%0.013%
1/17/2025 Simon Quick Advisors LLC28,894$3.69M0.2%-0.6%0.006%
1/17/2025 Beaumont Financial Advisors LLC7,869$1.00M0.1%-2.8%0.002%
1/17/2025 MCF Advisors LLC11,878$1.52M0.1%-0.9%0.003%
1/17/2025 Tide Cove Capital Partners LLC58,817$7.52M5.3%N/A0.013%
1/17/2025 Verum Partners LLC6,166$787K0.2%-2.2%0.001%
1/17/2025 Perfromance Wealth Partners LLC126,090$16.09M0.5%+2.7%0.028%
1/17/2025 Oxinas Partners Wealth Management LLC28,645$3.66M2.1%+2.2%0.006%
1/17/2025 Octavia Wealth Advisors LLC77,092$9.84M1.2%+7.3%0.017%
1/17/2025 ACT Wealth Management LLC238,579$30.44M14.2%-0.8%0.053%
1/17/2025 Atomi Financial Group Inc.8,923$1.14M0.1%+53.9%0.002%
1/17/2025 Monterey Private Wealth Inc.3,643$465K0.2%+32.8%0.001%
1/17/2025 Transform Wealth LLC10,797$1.38M0.1%+35.8%0.002%
1/17/2025 Alpha Cubed Investments LLC24,227$3.09M0.1%+13.8%0.005%
1/17/2025 Prosperity Planning Inc.1,960$250K0.1%-12.1%0.000%
1/16/2025 Charles Schwab Trust Co2,254$288K0.0%+15.4%0.000%
1/16/2025 Aspiriant LLC11,910$1.52M0.1%+15.5%0.003%
1/16/2025 Royal Fund Management LLC12,619$1.62M0.2%-50.4%0.003%
1/16/2025 Ballentine Partners LLC13,209$1.69M0.0%+15.2%0.003%
1/16/2025 Martel Wealth Advisors Inc677,586$86.45M16.9%+4.7%0.150%
1/16/2025 Culbertson A N & Co. Inc.28,053$3.58M0.6%-0.8%0.006%
1/16/2025 Pure Financial Advisors LLC2,270$290K0.0%+34.8%0.001%
1/16/2025 Tudor Financial Inc.3,001$383K0.2%-13.0%0.001%
1/16/2025 Koshinski Asset Management Inc.17,696$2.26M0.0%-1.6%0.004%
1/16/2025 Breakwater Investment Management42,253$5.39M2.3%+12.5%0.009%
1/16/2025 LaFleur & Godfrey LLC5,154$658K0.1%+4.5%0.001%
1/16/2025 Union Savings Bank43,781$5.59M2.7%-5.5%0.010%
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1/16/2025 Zhang Financial LLC279,520$35.66M2.0%+1.9%0.062%
1/16/2025 MassMutual Private Wealth & Trust FSB31,368$4.00M0.1%+337.1%0.007%
1/16/2025 FLC Capital Advisors6,806$868K0.2%N/A0.002%
1/16/2025 Wealth Management Partners LLC30,892$3.94M1.7%-5.3%0.007%
1/16/2025 M.E. Allison & CO. Inc.19,371$2.47M2.7%N/A0.004%
1/16/2025 Scott Capital Advisors LLC8,611$1.10M0.3%-1.7%0.002%
1/16/2025 Diversify Advisory Services LLC18,112$2.28M0.1%-3.9%0.004%
1/16/2025 Diversify Wealth Management LLC16,082$2.03M0.2%+1.6%0.004%
1/16/2025 LVW Advisors LLC13,987$1.79M0.2%+33.5%0.003%
1/16/2025 Evanson Asset Management LLC55,120$7.03M0.5%+0.5%0.012%
(Data available from 1/1/2016 forward)

VYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VYM shares?

During the previous two years, 1,714 institutional investors and hedge funds held shares of Vanguard High Dividend Yield ETF. The most heavily invested institutionals were Sumitomo Life Insurance Co. ($1.69B), Bank of America Corp DE ($1.21B), Morgan Stanley ($975.75M), LPL Financial LLC ($619.53M), Envestnet Asset Management Inc. ($593.08M), Creative Planning ($472.54M), and Raymond James Financial Services Advisors Inc. ($468.80M).Learn more on VYM's institutional investors.

Which institutional investors have been buying Vanguard High Dividend Yield ETF stock?

Of the 1,458 institutional investors that purchased Vanguard High Dividend Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($18.48M), M&T Bank Corp ($4.04M), Bank of America Corp DE ($3.24M), International Assets Investment Management LLC ($2.82M), Pathstone Holdings LLC ($1.48M), Cetera Investment Advisers ($1.47M), and Pathstone Family Office LLC ($1.42M).

How much institutional buying is happening at Vanguard High Dividend Yield ETF?

Institutional investors have bought a total of 76,284,264 shares in the last 24 months. This purchase volume represents approximately $8.35B in transactions.

Which Vanguard High Dividend Yield ETF major shareholders have been selling company stock?

Of the 1,147 institutional investors that sold Vanguard High Dividend Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($4.35M), Charles Schwab Investment Management Inc. ($4.15M), Sumitomo Life Insurance Co. ($3.35M), Truist Financial Corp ($1.99M), Meiji Yasuda Life Insurance Co ($875.30K), Ameriprise Financial Inc. ($770.28K), and Fiducient Advisors LLC ($534.52K).

How much institutional selling is happening at Vanguard High Dividend Yield ETF?

Institutional investors have sold a total of 35,049,987 shares in the last 24 months. This volume of shares sold represents approximately $3.85B in transactions.



This page (NYSEARCA:VYM) was last updated on 1/22/2025 by MarketBeat.com Staff
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