Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard High Dividend Yield Index ETF (VYM)  
$117.84 0.71 (0.61%) as of 4:30 Mon 5/6


Download
     
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  
Free Registration Required For Full Results

            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
   MEIJI YASUDA LIFE INSURANCE CO 5 - 2023-12-31 2,246,067 $250,728,000 0
   Auto-Owners Insurance Co 10 - 2023-12-31 724,200 $80,842,000 0
   State of Wisconsin - Board of Commissioners of Pub 1 - 2023-12-31 398,397 $44,473,000 0
   CVS HEALTH Corp - 2024-03-31 252,032 $30,493,000 0
   Southern Farm Bureau Life Insurance 10 - 2024-03-31 200,033 $24,218,000 0
   CONSULTIVA WEALTH MANAGEMENT CORP. 21 - 2023-09-30 179 $18,494,000 0
   Ariston Services Group 2 - 2024-03-31 144,073 $17,431,000 0
   Northside Capital Management LLC 5 - 2024-03-31 138,253 $16,727,000 0
   ALLY FINANCIAL INC. 12 - 2023-12-31 140,000 $15,628,000 0
   Employees Retirement Fund of the City of Fort Wort 8 - 2023-12-31 139,146 $15,533,000 0
   Asset Allocation & Management Company LLC 2 - 2024-03-31 116,029 $14,038,000 0
   NinePointTwo Capital 5 - 2023-12-31 114,357 $12,765,000 0
   Evergreen Wealth Management LLC - 2024-03-31 66,461 $8,041,000 0
   HBW Advisory Services LLC 8 - 2024-03-31 71,859 $8,022,000 0
   P-Solve LLC 9 - 2023-12-31 66,368 $7,409,000 0
   ETFIDEA LLC - 2024-03-31 54,761 $6,626,000 0
   Resonant Capital Advisors LLC - 2024-03-31 50,510 $6,111,000 0
   CHILDRESS CAPITAL ADVISORS LLC 13 - 2024-03-31 44,358 $5,367,000 0
   Biltmore Family Office LLC 10 - 2023-12-31 45,743 $5,106,000 0
   Kohmann Bosshard Financial Services LLC 33 - 2024-03-31 38,831 $4,698,000 0
   Phoenix Holdings Ltd. 120 - 2023-12-31 41,674 $4,652,000 0
   BANGOR SAVINGS BANK 32 - 2024-03-31 29,051 $3,515,000 0
   GUYASUTA INVESTMENT ADVISORS INC 55 - 2024-03-31 31,386 $3,504,000 0
   Lion Street Advisors LLC 9 - 2024-03-31 30,213 $3,373,000 0
   Legacy Advisors LLC 49 - 2024-03-31 25,748 $3,115,000 0
   DELTA FINANCIAL ADVISORS LLC 22 - 2023-12-31 25,589 $2,857,000 0
   GERMAN AMERICAN BANCORP INC. 52 - 2023-12-31 23,821 $2,659,000 0
   StrongBox Wealth LLC 25 - 2024-03-31 22,592 $2,522,000 0
   Platform Technology Partners 22 - 2023-12-31 21,996 $2,500,000 0
   ARMSTRONG ADVISORY GROUP INC 37 - 2024-03-31 21,094 $2,355,000 0
   VeraBank N.A. - 2024-03-31 19,057 $2,306,000 0
   COLLECTIVE FAMILY OFFICE LLC 37 - 2024-03-31 17,977 $2,175,000 0
   My Personal CFO LLC 21 - 2024-03-31 17,165 $2,077,000 0
   Essex Savings Bank 34 - 2024-03-31 17,967 $2,006,000 0
   MBB PUBLIC MARKETS I LLC 61 - 2023-12-31 17,834 $1,991,000 0
   Dougherty Wealth Advisers LLC 10 - 2024-03-31 16,007 $1,937,000 0
   OBERMEYER ASSET MANAGEMENT CO 53 - 2023-12-31 16,965 $1,894,000 0
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 15,621 $1,890,000 0
   Rocky Mountain Advisers LLC 15 - 2024-03-31 15,617 $1,890,000 0
   OXFORD FINANCIAL GROUP LTD 55 - 2023-12-31 15,875 $1,772,000 0
   FF AdvisorsLLC 24 - 2024-03-31 14,228 $1,721,000 0
   LUMINA FUND MANAGEMENT LLC 3 - 2023-12-31 13,702 $1,530,000 0
   Financial Insights Inc. 50 - 2024-03-31 12,195 $1,475,000 0
   GABLES CAPITAL MANAGEMENT INC. 27 - 2023-12-31 13,052 $1,457,000 0
   ACCESS FINANCIAL SERVICES INC. 52 - 2024-03-31 11,502 $1,392,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 48 - 2023-12-31 12,414 $1,386,000 0
   ANGELES WEALTH MANAGEMENT LLC 54 - 2023-12-31 12,120 $1,353,000 0
   Fulcrum Capital LLC 46 - 2024-03-31 10,765 $1,302,000 0
   HTLF Bank 80 - 2024-03-31 10,729 $1,298,000 0
   UMB BANK N A/MO 300 - 2024-03-31 10,243 $1,239,000 0
   CPA Asset Management LLC 26 - 2023-12-31 10,617 $1,185,000 0
   PATTON ALBERTSON & MILLER, LLC 99 - 2024-03-31 9,715 $1,175,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 260 - 2023-12-31 10,324 $1,152,000 0
   REDW Stanley Financial Advisors LLC - 2024-03-31 9,248 $1,119,000 0
   OPTIONS SOLUTIONS LLC 18 - 2023-12-31 9,755 $1,089,000 0
   ALESCO ADVISORS LLC 82 - 2023-12-31 9,685 $1,081,000 0
   Lindbrook Capital LLC 127 - 2024-03-31 8,927 $1,080,000 0
   MBA Advisors LLC 45 - 2024-03-31 8,824 $1,068,000 0
   Rossmore Private Capital 114 - 2023-12-31 9,317 $1,040,000 0
   ROTHSCHILD INVESTMENT CORP /IL 187 - 2023-09-30 10,052 $1,039,000 0
   FULTON BANK, N.A. 226 - 2024-03-31 8,348 $1,010,000 0
   Carnick & Kubik Group LLC 122 - 2024-03-31 7,947 $962,000 0
   Steigerwald Gordon & Koch Inc. 63 - 2024-03-31 7,538 $912,000 0
   ORBA Wealth Advisors L.L.C. - 2024-03-31 7,390 $894,000 0
   LIBERTY CAPITAL MANAGEMENT INC 85 - 2024-03-31 7,359 $890,000 0
   MOGY JOEL R INVESTMENT COUNSEL INC - 2024-03-31 7,150 $865,000 0
   Tobias Financial Advisors Inc. - 2024-03-31 7,122 $862,000 0
   AVALON ADVISORS L P 214 - 2023-03-31 8,082 $853,000 0
   Ackerman Capital Advisors LLC 56 - 2024-03-31 7,039 $852,000 0
   CONDOR CAPITAL MANAGEMENT 135 - 2023-12-31 7,448 $832,000 0
   Key Financial Inc 84 - 2024-03-31 7,344 $820,000 0
   TOMPKINS FINANCIAL CORP 100 - 2024-03-31 6,505 $787,000 0
   MMBG INVESTMENT ADVISORS CO. 97 - 2023-12-31 6,870 $767,000 0
   STEPHENSON NATIONAL BANK & TRUST 37 - 2024-03-31 6,239 $755,000 0
   FOCUS Wealth Advisors LLC 41 - 2024-03-31 6,106 $739,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 81 - 2024-03-31 6,107 $739,000 0
   MARCO INVESTMENT MANAGEMENT LLC 122 - 2023-12-31 6,300 $703,000 0
   HHM Wealth Advisors LLC 61 - 2023-12-31 6,271 $700,000 0
   MATHES COMPANY INC 78 - 2024-03-31 5,566 $673,000 0
   Capital Planning Advisors LLC 84 - 2023-12-31 6,003 $670,000 0
   GARRISON POINT ADVISORS LLC 70 - 2023-12-31 5,830 $651,000 0
   Nilsine Partners LLC 207 - 2024-03-31 5,319 $644,000 0
   Fingerlakes Wealth Management Inc. 47 - 2024-03-31 5,133 $621,000 0
   Covenant Asset Management LLC 91 - 2024-03-31 5,021 $607,000 0
   MV Capital Management Inc. 99 - 2024-03-31 4,912 $594,000 0
   Arbor Wealth Advisors LLC 29 - 2024-03-31 4,909 $594,000 0
   YHB INVESTMENT ADVISORS, INC. 182 - 2024-03-31 4,867 $589,000 0
   MERIDIAN MANAGEMENT CO 65 - 2024-03-31 4,855 $587,000 0
   Redhawk Wealth Advisors Inc. 156 - 2023-12-31 5,250 $586,000 0
   Alamar Capital Management LLC 45 - 2023-12-31 5,235 $584,000 0
   LEDYARD NATIONAL BANK 129 - 2023-12-31 5,115 $571,000 0
   Summa Corp. 29 - 2024-03-31 4,700 $569,000 0
   Capital Advisors Ltd. LLC 147 - 2024-03-31 4,504 $545,000 0
   LIBRA WEALTH LLC - 2024-03-31 4,496 $544,000 0
   BOSTON FAMILY OFFICE LLC 184 - 2023-12-31 4,830 $539,000 0
   Great Lakes Retirement Inc. 161 - 2023-12-31 4,817 $538,000 0
   CM WEALTH ADVISORS LLC 41 - 2023-12-31 4,805 $536,000 0
   Cassady Schiller Wealth Management LLC 57 - 2023-12-31 4,696 $524,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 277 - 2023-12-31 4,688 $523,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us