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Get Institutions for : 
Vanguard High Dividend Yield Index ETF (VYM)  
$117.13 0.66 (0.57%) as of 4:30 Fri 5/3


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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  : 
12.06 (11.48%)  




 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 13 *New 2024-03-31 549,543 $66,489,000 549,543
   COLONY GROUP, LLC 115 *New 2023-12-31 163,428 $18,243,000 163,428
   GREEN SQUARE CAPITAL MANAGEMENT LLC 11 *New 2023-12-31 70,914 $7,916,000 70,914
   AA Financial Advisors LLC *New 2024-03-31 29,722 $3,596,000 29,722
   QUANTUM CAPITAL MANAGEMENT, LLC / NJ 22 *New 2023-12-31 31,324 $3,497,000 31,324
   TRUE Private Wealth Advisors 56 *New 2024-03-31 21,269 $2,573,000 21,269
   Next Capital Management LLC 33 *New 2023-12-31 13,427 $1,499,000 13,427
   DUBUQUE BANK & TRUST CO 76 *New 2023-09-30 13,677 $1,413,000 13,677
   GTS SECURITIES LLC 574 *New 2023-12-31 9,947 $1,110,000 9,947
   VISION CAPITAL MANAGEMENT INC 74 *New 2023-12-31 9,878 $1,103,000 9,878
   Aveo Capital Partners LLC 122 *New 2023-12-31 9,843 $1,099,000 9,843
   3Chopt Investment Partners LLC 64 *New 2023-12-31 9,505 $1,061,000 9,505
   TCG Advisory Services LLC 162 *New 2023-12-31 8,700 $971,000 8,700
   Prosperity Consulting Group LLC *New 2024-03-31 7,048 $853,000 7,048
   HARTLINE INVESTMENT CORP/ 145 *New 2024-03-31 7,008 $848,000 7,008
   TWO SIGMA SECURITIES LLC 260 *New 2023-12-31 7,351 $821,000 7,351
   INTEGRAL INVESTMENT ADVISORS INC. *New 2024-03-31 6,165 $743,000 6,165
   Summit Trail Advisors LLC 289 *New 2024-03-31 5,294 $641,000 5,294
   Claraphi Advisory Network LLC 122 *New 2022-12-31 5,184 $561,000 5,184
   PORTLAND GLOBAL ADVISORS LLC 92 *New 2023-12-31 4,099 $458,000 4,099
   VALICENTI ADVISORY SERVICES INC 66 *New 2024-03-31 3,705 $448,000 3,705
   Clayton Financial Group LLC *New 2024-03-31 3,295 $399,000 3,295
   GOELZER INVESTMENT MANAGEMENT, INC. *New 2024-03-31 3,285 $397,000 3,285
   AlphaCore Capital LLC 160 *New 2023-12-31 3,549 $396,000 3,549
   AQR CAPITAL MANAGEMENT LLC 1996 *New 2023-12-31 3,315 $370,000 3,315
   BSW WEALTH PARTNERS 182 *New 2024-03-31 3,026 $366,000 3,026
   BEACON INVESTMENT ADVISORY SERVICES INC. 204 *New 2023-12-31 3,260 $364,000 3,260
   NORDEN GROUP LLC 300 *New 2024-03-31 2,905 $352,000 2,905
   Kuntz Lesher Capital LLC *New 2023-12-31 3,044 $340,000 3,044
   Global Assets Advisory LLC 382 *New 2024-03-31 40,980 $340,000 40,980
   Soltis Investment Advisors LLC 237 *New 2024-03-31 2,793 $338,000 2,793
   BAKER TILLY FINANCIAL LLC 368 *New 2023-12-31 3,022 $337,000 3,022
   Revisor Wealth Management LLC 149 *New 2024-03-31 2,808 $335,000 2,808
   GenTrust LLC 112 *New 2024-03-31 2,516 $304,000 2,516
   First National Advisers LLC 147 *New 2023-12-31 2,561 $286,000 2,561
   Arkfeld Wealth Strategies L.L.C. 77 *New 2024-03-31 2,377 $281,000 2,377
   Compton Wealth Advisory Group LLC 92 *New 2024-03-31 2,302 $279,000 2,302
   Revolve Wealth Partners LLC 141 *New 2024-03-31 2,249 $272,000 2,249
   AMERICAN INVESTMENT SERVICES INC. 128 *New 2023-12-31 2,418 $270,000 2,418
   KRAFT ASSET MANAGEMENT LLC 33 *New 2023-12-31 2,338 $261,000 2,338
   ASPEN INVESTMENT MANAGEMENT INC 140 *New 2024-03-31 2,075 $251,000 2,075
   PFC CAPITAL GROUP INC. 61 *New 2024-03-31 2,077 $251,000 2,077
   Benchmark Investment Advisors LLC 272 *New 2023-12-31 2,237 $250,000 2,237
   AJ Advisors LLC 41 *New 2024-03-31 2,070 $250,000 2,070
   Park Edge Advisors LLC 110 *New 2024-03-31 1,987 $240,000 1,987
   Truadvice LLC 204 *New 2023-09-30 2,290 $235,000 2,290
   Pensionmark Financial Group LLC 343 *New 2023-12-31 2,043 $228,000 2,043
   Icon Wealth Advisors LLC 308 *New 2023-12-31 2,046 $228,000 2,046
   Banque Cantonale Vaudoise 560 *New 2024-03-31 1,830 $221,000 1,830
   Planning Center Inc. 55 *New 2024-03-31 1,820 $220,000 1,820
   Edgestream Partners L.P. 777 *New 2023-12-31 1,951 $218,000 1,951
   Summit Global Investments *New 2024-03-31 1,781 $216,000 1,781
   American Institute for Advanced Investment Managem 124 *New 2024-03-31 1,770 $214,000 1,770
   Acorn Wealth Advisors LLC 189 *New 2024-03-31 1,771 $214,000 1,771
   Hyperion Partners LLC 63 *New 2024-03-31 1,752 $212,000 1,752
   Elevated Capital Advisors LLC 172 *New 2024-03-31 1,753 $212,000 1,753
   DELAP WEALTH ADVISORY LLC 89 *New 2023-12-31 1,890 $211,000 1,890
   PATTEN & PATTEN INC/TN *New 2023-12-31 1,892 $211,000 1,892
   Midwest Financial Group LLC 101 *New 2024-03-31 1,729 $209,000 1,729
   SPEARS ABACUS ADVISORS LLC 203 *New 2023-12-31 1,875 $209,000 1,875
   Quadrant Private Wealth Management LLC 213 *New 2023-12-31 1,859 $208,000 1,859
   NADLER FINANCIAL GROUP, INC. 108 *New 2024-03-31 1,691 $205,000 1,691
   Rodgers & Associates LTD 85 *New 2023-12-31 1,838 $205,000 1,838
   626 Financial LLC 100 *New 2024-03-31 1,686 $204,000 1,686
   Greenline Partners LLC 119 *New 2023-12-31 1,828 $204,000 1,828
   SpiderRock Advisors LLC 534 *New 2024-03-31 1,739 $204,000 1,739
   TECTONIC ADVISORS LLC 286 *New 2023-12-31 1,831 $204,000 1,831
   MA Private Wealth 68 *New 2024-03-31 1,687 $204,000 1,687
   BOS Asset Management LLC 150 *New 2023-12-31 1,810 $202,000 1,810
   Towercrest Capital Management 105 *New 2023-12-31 1,799 $201,000 1,799
   Essex Private Wealth Management LLC 32 *New 2024-03-31 1,657 $200,000 1,657
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 1,749 $188,000 1,749
   Coombe Bender & Co LLC 70 *New 2024-03-31 1,351 $163,000 1,351
   Perkins Coie Trust Co 108 *New 2024-03-31 1,330 $161,000 1,330
   First Capital Advisors Group LLC. 188 *New 2023-06-30 1,221 $129,000 1,221
   Future Financial Wealth Managment LLC 147 *New 2024-03-31 1,050 $127,000 1,050
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 945 $114,000 945
   MCMILLION CAPITAL MANAGEMENT INC 79 *New 2023-06-30 874 $93,000 874
   Ritter Daniher Financial Advisory LLC / DE 128 *New 2023-12-31 604 $67,000 604
   Bay Harbor Wealth Management LLC 96 *New 2024-03-31 546 $66,000 546
   Davidson Capital Management Inc. 54 *New 2023-12-31 286 $32,000 286
   Rakuten Securities Inc. *New 2024-03-31 94 $11,000 94
   RFP Financial Group LLC 448 *New 2023-12-31 61 $7,000 61
   BENJAMIN EDWARDS INC 661 *New 2024-03-31 53 $6,000 53
  84 Records found
  1    
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