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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
   BANK OF AMERICA CORP /DE/ 155 - 2023-12-31 11,191,110 $1,249,264,000 321,987
   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
   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
   J P MORGAN CHASE & CO 511 - 2023-12-31 2,237,845 $249,811,000 630,945
   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
   PATHSTONE FAMILY OFFICE, LLC 15 - 2023-09-30 1,502,345 $155,233,000 1,420,593
   Joel Isaacson & Co. LLC - 2024-03-31 855,959 $103,562,000 29,354
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 43 - 2023-12-31 894,424 $99,845,000 4,367
   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
   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
   Stratos Wealth Partners LTD. 14 - 2024-03-31 544,949 $65,933,000 139,217
   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
   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
   Arlington Trust Co LLC 1 - 2024-03-31 458,092 $55,425,000 1,818
   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
   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
   White Lighthouse Investment Management Inc. - 2023-12-31 392,358 $43,799,000 19,366
   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
   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
   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
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 272,359 $32,953,000 1,121
   Round Rock Advisors LLC 1 - 2024-03-31 260,366 $31,502,000 1,456
   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
   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
   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
   REBALANCE LLC 12 - 2024-03-31 233,701 $28,275,000 3,556
   Highland Financial Advisors LLC 1 - 2023-12-31 252,206 $28,154,000 24,094
   Iron Horse Wealth Management LLC 1 - 2024-03-31 227,354 $27,508,000 6,483
   Baltimore-Washington Financial Advisors Inc. 16 - 2023-12-31 241,058 $26,909,000 19,454
   Graves-Light Private Wealth Management Inc. 10 - 2023-12-31 221,662 $24,744,000 1,755
   Roble Belko & Company Inc 6 - 2024-03-31 197,646 $23,913,000 34,343
   DAVENPORT & CO LLC - 2024-03-31 197,284 $23,869,000 11,115
   Archetype Wealth Partners LLC 7 - 2023-12-31 213,475 $23,830,000 5,440
   Berkeley Capital Partners LLC 2 - 2023-12-31 212,607 $23,733,000 21,731
   Financial Planning & Information Services Inc. 11 - 2023-12-31 210,767 $23,528,000 15,607
   WARREN AVERETT ASSET MANAGEMENT, LLC 22 - 2023-12-31 210,128 $23,457,000 108,735
   COMERICA BANK 173 - 2023-12-31 206,119 $23,009,000 28,168
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 4 - 2023-12-31 203,450 $22,711,000 67,700
   Oak Harvest Investment Services 3 - 2024-03-31 185,369 $22,428,000 28
   Holt Capital Advisors L.L.C. dba Holt Capital Part 7 - 2023-12-31 200,535 $22,386,000 4,159
   COMMERCE BANK N A/MO - 2024-03-31 171,850 $20,792,000 5,730
   IFG Advisory LLC 11 - 2023-12-31 185,316 $20,687,000 2,566
   PINNACLE FINANCIAL PARTNERS INC - 2024-03-31 169,430 $20,499,000 12,434
   Efficient Wealth Management LLC 5 - 2024-03-31 167,270 $20,238,000 6,180
   GAMBLE JONES MORPHY & BENT 11 - 2022-12-31 178,219 $19,285,000 15,804
   Procyon Private Wealth Partners LLC 14 - 2024-03-31 157,637 $19,073,000 8,879
   SEI INVESTMENTS CO 583 - 2023-12-31 169,071 $18,873,000 31,889
   Integrated Advisors Network LLC 13 - 2023-12-31 166,939 $18,635,000 83,731
   Francis Financial Inc. 4 - 2024-03-31 152,576 $18,460,000 2,198
   Mutual Advisors LLC - 2024-03-31 150,869 $18,254,000 2,155
   ESSEX FINANCIAL SERVICES INC 9 - 2024-03-31 149,274 $18,061,000 660
   Forum Private Client Group LLC 1 - 2023-12-31 157,554 $17,588,000 157,554
   KISTLERTIFFANY COMPANIES, LLC 4 - 2023-06-30 162,319 $17,217,000 1,977
   MONEY CONCEPTS CAPITAL CORP 11 - 2024-03-31 135,821 $16,433,000 6,773
   ADVISORY SERVICES NETWORK, LLC 44 - 2023-12-31 141,303 $15,774,000 587
   Principle Wealth Partners LLC 17 - 2024-03-31 129,629 $15,684,000 350
   Investment Advisory Group LLC - 2024-03-31 128,124 $15,502,000 4,231
   Long Run Wealth Advisors LLC 5 - 2024-03-31 127,492 $15,425,000 4,385
   Westside Investment Management Inc. 2 - 2024-03-31 126,985 $15,362,000 8,480
   NORTHERN TRUST CORP 1800 - 2023-12-31 137,325 $15,330,000 8,287
   PARAGON FINANCIAL PARTNERS INC. 2 - 2024-03-31 125,791 $15,219,000 2,510
   YorkBridge Wealth Partners LLC 3 - 2022-12-31 139,937 $15,143,000 14,741
   BESSEMER GROUP INC 255 - 2023-12-31 132,470 $14,788,000 1,780
   FMR LLC 1678 - 2023-12-31 130,962 $14,619,000 19,998
   Patriot Investment Management Inc. 15 - 2024-03-31 120,021 $14,521,000 861
   Wealth Dimensions Group Ltd. 8 - 2023-12-31 128,906 $14,390,000 25,385
   FINANCIAL ARCHITECTS INC 8 - 2023-06-30 135,490 $14,371,000 18
   VALMARK ADVISERS INC 50 - 2023-12-31 126,808 $14,156,000 7,849
   FIRST NATIONAL TRUST CO 52 - 2024-03-31 114,049 $13,799,000 5,944
   Lebenthal Global Advisors LLC 10 - 2023-12-31 122,044 $13,624,000 13,196
   HOWE & RUSLING INC 19 - 2023-12-31 117,911 $13,162,000 46,685
   Rockefeller Capital Management L.P. 390 - 2023-12-31 115,540 $12,898,000 9,561
   McNaughton Wealth Management LLC 4 - 2024-03-31 102,010 $12,342,000 1,259
   Cherry Tree Wealth Management LLC - 2024-03-31 100,246 $12,129,000 3,542
   Ballast Inc. 6 - 2023-12-31 107,137 $11,960,000 2,847
   Cresset Asset Management LLC 183 - 2023-12-31 106,796 $11,922,000 6,242
  100 Records found
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