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Get Institutions for : 
Vanguard High Dividend Yield Index ETF (VYM)  
$117.84 0.71 (0.61%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1468    15
Total shares held : 
 168,968,787  
% of shares held : 
 50.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -56  
Amount of shares held : 
 -2,591,693  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $102.08  
Last Quarter's Ending Price : 
 $111.63  
Last Quarter's Average Price : 
 $105.07  
Change from last quarter's     
avg. price to the last closing  : 
12.77 (12.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
75
 1,236,076
 0.73%
 
Increased Positions :
526
 6,282,152
 3.72%
 
Unchanged Positions :
270
 9,561,062
 5.66%
 
Decreased Positions :
597
-9,605,392
-5.68%
 
Closed Positions :
60
-504,529
-0.3%
 
Guru Positions :
3
18,902
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SUMITOMO LIFE INSURANCE CO 1 - 2024-03-31 15,133,322 $1,610,342,000 0
   BANK OF AMERICA CORP /DE/ 155 - 2023-12-31 11,191,110 $1,249,264,000 321,987
   MORGAN STANLEY 208 - 2023-12-31 9,154,910 $1,021,963,000 -289,002
   LPL FINANCIAL CORP 59 - 2023-12-31 5,035,174 $562,076,000 -117,031
   ENVESTNET ASSET MANAGEMENT INC 80 - 2023-12-31 4,884,792 $545,289,000 186,821
   WELLS FARGO & CO/MN 149 - 2023-12-31 4,409,719 $492,257,000 95,422
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 20 - 2024-03-31 4,047,824 $489,746,000 -11,396
   CREATIVE PLANNING 30 - 2023-12-31 3,843,980 $429,104,000 -103,390
   RAYMOND JAMES & ASSOCIATES 62 - 2024-03-31 3,383,010 $409,310,000 -23,691
   AMERIPRISE FINANCIAL INC 193 - 2023-12-31 3,431,876 $383,131,000 -170,284
   UBS Group AG 143 - 2023-12-31 3,417,686 $381,516,000 169,321
   VANGUARD GROUP INC 1171 - 2023-12-31 3,230,426 $360,612,000 9,362
   ROYAL BANK OF CANADA 246 - 2023-12-31 2,504,629 $279,592,000 233,798
   MEIJI YASUDA LIFE INSURANCE CO 5 - 2023-12-31 2,246,067 $250,728,000 0
   J P MORGAN CHASE & CO 511 - 2023-12-31 2,237,845 $249,811,000 630,945
   GOLDMAN SACHS GROUP INC/ 361 - 2023-12-31 2,174,673 $242,759,000 -655,882
   COMMONWEALTH EQUITY SERVICES LLC. 42 - 2024-03-31 1,998,021 $241,741,000 -104,571
   JANNEY MONTGOMERY SCOTT LLC 24 - 2024-03-31 1,838,177 $222,401,000 10,708
   MERCER GLOBAL ADVISORS INC /ADV 36 - 2023-12-31 1,854,615 $207,031,000 184,675
   STIFEL FINANCIAL CORP 97 - 2023-12-31 1,679,356 $187,468,000 360,761
   MANUFACTURERES LIFE INSURANCE CO 129 - 2023-12-31 1,663,394 $185,685,000 37,189
   Edge Capital Group LLC 1 - 2023-12-31 1,553,063 $173,368,000 -1,783
   Pathstone Holdings LLC 18 - 2023-12-31 1,477,095 $164,899,000 0
   PATHSTONE FAMILY OFFICE, LLC 15 - 2023-09-30 1,502,345 $155,233,000 1,420,593
   Advisor Group Holdings Inc. 98 - 2023-12-31 1,135,388 $126,777,000 -327,743
   JONES FINANCIAL COMPANIES LLLP 38 - 2023-12-31 1,064,743 $118,857,000 -29,385
   FINANCIAL NETWORK 19 - 2023-12-31 1,032,581 $115,267,000 -119,827
   BB&T CORP 122 - 2023-12-31 1,019,924 $113,854,000 -148,880
   PNC FINANCIAL SERVICES GROUP INC 158 - 2023-12-31 1,013,742 $113,164,000 -23,000
   Joel Isaacson & Co. LLC - 2024-03-31 855,959 $103,562,000 29,354
   Kestra Advisory Services LLC 16 - 2023-12-31 908,791 $101,448,000 -31,971
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 43 - 2023-12-31 894,424 $99,845,000 4,367
   Sanibel Captiva Trust Company Inc. 3 - 2023-12-31 872,482 $97,395,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 41 - 2024-03-31 770,990 $93,282,000 -19,882
   HIGHTOWER ADVISORS, LLC 147 - 2023-12-31 791,649 $88,372,000 -124,121
   WHARTON BUSINESS GROUP, LLC 7 - 2023-12-31 772,987 $86,289,000 37,523
   STATE BANK & TRUST 3 - 2024-03-31 669,729 $81,031,000 15,608
   Auto-Owners Insurance Co 10 - 2023-12-31 724,200 $80,842,000 0
   HANSON MCCLAIN, INC. 26 - 2024-03-31 666,513 $80,641,000 -2,812
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 112 - 2023-09-30 742,436 $76,709,000 -43,968
   CAPTRUST FINANCIAL ADVISORS 86 - 2023-12-31 673,909 $75,228,000 -4,111
   DAVIDSON D A & CO 26 - 2023-12-31 618,079 $68,996,000 12,058
   MML INVESTORS SERVICES LLC 58 - 2023-12-31 604,793 $67,513,000 20,019
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 13 *New 2024-03-31 549,543 $66,489,000 549,543
   Stratos Wealth Partners LTD. 14 - 2024-03-31 544,949 $65,933,000 139,217
   BANK OF MONTREAL /CAN/ 352 - 2023-12-31 581,743 $65,347,000 -58,476
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 93 - 2023-12-31 567,829 $63,387,000 34,913
   MARINO STRAM & ASSOCIATES LLC 1 - 2024-03-31 521,649 $63,114,000 8,382
   HCR Wealth Advisors 2 - 2023-12-31 556,799 $62,156,000 119,936
   Baird Financial Group Inc. 174 - 2023-12-31 555,744 $62,038,000 -38,434
   PINNACLE ASSOCIATES LTD 19 - 2024-03-31 495,079 $59,900,000 357
   MARINER WEALTH ADVISORS, LLC 145 - 2023-12-31 532,293 $59,420,000 8,569
   HPM Partners LLC - 2023-12-31 524,909 $58,596,000 129,567
   Operose Advisors LLC 1 - 2023-12-31 512,669 $57,229,000 -43,290
   Arlington Trust Co LLC 1 - 2024-03-31 458,092 $55,425,000 1,818
   Northeast Financial Consultants Inc 8 - 2023-12-31 493,533 $55,093,000 -2,136
   One Day In July LLC 3 - 2024-03-31 451,470 $54,623,000 49,017
   AE Wealth Management LLC 72 - 2023-12-31 471,894 $53,319,000 7,891
   BANK OF HAWAII 8 - 2023-12-31 475,827 $53,117,000 -565
   Equitable Holdings Inc. 35 - 2023-12-31 454,847 $50,775,000 35,708
   Private Advisor Group LLC - 2024-03-31 419,338 $50,736,000 21,114
   Integrys Wealth Advisors LLC 2 - 2024-03-31 400,466 $48,452,000 16,136
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 171 - 2024-03-31 385,155 $46,600,000 13,034
   State of Wisconsin - Board of Commissioners of Pub 1 - 2023-12-31 398,397 $44,473,000 0
   White Lighthouse Investment Management Inc. - 2023-12-31 392,358 $43,799,000 19,366
   Waldron LP 11 - 2023-12-31 390,403 $43,580,000 -14,655
   Wellspring Financial Advisors LLC - 2024-03-31 2,102,116 $40,928,000 248,559
   Steward Partners Investment Advisory LLC 29 - 2023-12-31 364,841 $40,727,000 3,303
   M&T BANK CORP 128 - 2023-12-31 355,615 $39,698,000 1,462
   MONETA GROUP INVESTMENT ADVISORS INC 35 - 2023-12-31 351,121 $39,196,000 -35,964
   SMITHFIELD TRUST CO 13 - 2023-12-31 346,031 $38,617,000 18,401
   MBM Wealth Consultants LLC 2 - 2024-03-31 301,180 $36,440,000 1,453
   TWELE CAPITAL MANAGEMENT, INC. 6 - 2024-03-31 295,808 $35,790,000 -6,264
   Atria Wealth Solutions Inc. 34 - 2023-12-31 318,822 $35,590,000 17,583
   BEACON FINANCIAL GROUP 2 - 2023-12-31 313,565 $35,003,000 7,985
   MULTIFINANCIAL SECURITIES CORP 41 - 2023-12-31 303,110 $33,836,000 -5,030
   OPUS CAPITAL GROUP LLC 5 - 2024-03-31 279,225 $33,783,000 -19,801
   Perfromance Wealth Partners LLC 10 - 2024-03-31 277,497 $33,574,000 -270,989
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 272,359 $32,953,000 1,121
   SABAL TRUST CO - 2023-12-31 288,935 $32,254,000 -19,609
   US BANCORP 233 - 2023-12-31 286,534 $31,986,000 -65,649
   Conservest Capital Advisors Inc. 10 - 2024-03-31 262,155 $31,718,000 -16,406
   Round Rock Advisors LLC 1 - 2024-03-31 260,366 $31,502,000 1,456
   KEYBANK NATIONAL ASSOCIATION/OH 137 - 2023-12-31 282,127 $31,494,000 -3,723
   Heartwood Wealth Advisors LLC 7 - 2024-03-31 258,660 $31,295,000 10,140
   CoreCap Advisors LLC 8 - 2023-12-31 273,454 $30,526,000 19,658
   CVS HEALTH Corp - 2024-03-31 252,032 $30,493,000 0
   Benchmark Wealth Management LLC 2 - 2024-03-31 251,171 $30,389,000 -478
   Cornerstone Advisory LLP 3 - 2023-12-31 271,947 $30,357,000 5,351
   H D Vest Advisory Services 40 - 2023-12-31 267,849 $29,900,000 25,251
   CI Private Wealth LLC 314 - 2023-12-31 264,907 $29,572,000 -37,101
   ACT WEALTH MANAGEMENT LLC 3 - 2024-03-31 241,933 $29,272,000 4,717
   Zhang Financial LLC 11 - 2024-03-31 241,829 $29,259,000 33,909
   Envestnet Portfolio Solutions Inc. 98 - 2023-12-31 257,880 $28,787,000 8,054
   WASHINGTON TRUST CO 20 - 2024-03-31 235,811 $28,531,000 -1,158
   ANDERSON FISHER LLC 3 - 2024-03-31 234,432 $28,364,000 -2,240
   REBALANCE LLC 12 - 2024-03-31 233,701 $28,275,000 3,556
   Beacon Pointe Advisors LLC 62 - 2023-12-31 252,687 $28,207,000 -80,407
   Highland Financial Advisors LLC 1 - 2023-12-31 252,206 $28,154,000 24,094
   Focus Financial Network Inc. 11 - 2024-03-31 241,709 $27,789,000 0
  100 Records found
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