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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
   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
   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
   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
   Edge Capital Group LLC 1 - 2023-12-31 1,553,063 $173,368,000 -1,783
   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
   Kestra Advisory Services LLC 16 - 2023-12-31 908,791 $101,448,000 -31,971
   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
   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
   BANK OF MONTREAL /CAN/ 352 - 2023-12-31 581,743 $65,347,000 -58,476
   Baird Financial Group Inc. 174 - 2023-12-31 555,744 $62,038,000 -38,434
   Operose Advisors LLC 1 - 2023-12-31 512,669 $57,229,000 -43,290
   Northeast Financial Consultants Inc 8 - 2023-12-31 493,533 $55,093,000 -2,136
   BANK OF HAWAII 8 - 2023-12-31 475,827 $53,117,000 -565
   Waldron LP 11 - 2023-12-31 390,403 $43,580,000 -14,655
   MONETA GROUP INVESTMENT ADVISORS INC 35 - 2023-12-31 351,121 $39,196,000 -35,964
   TWELE CAPITAL MANAGEMENT, INC. 6 - 2024-03-31 295,808 $35,790,000 -6,264
   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
   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
   KEYBANK NATIONAL ASSOCIATION/OH 137 - 2023-12-31 282,127 $31,494,000 -3,723
   Benchmark Wealth Management LLC 2 - 2024-03-31 251,171 $30,389,000 -478
   CI Private Wealth LLC 314 - 2023-12-31 264,907 $29,572,000 -37,101
   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
   Beacon Pointe Advisors LLC 62 - 2023-12-31 252,687 $28,207,000 -80,407
   UNITED SERVICES AUTOMOBILE ASSOCIATION 38 - 2023-12-31 244,727 $27,319,000 -1,816
   Salomon & Ludwin LLC - 2024-03-31 224,045 $27,103,000 -17,174
   REGIONS FINANCIAL CORP 113 - 2024-03-31 223,134 $26,997,000 -1,859
   GSG Advisors LLC 2 - 2024-03-31 217,989 $26,126,000 -21,905
   Cetera Investment Advisers 84 - 2023-12-31 233,799 $26,099,000 -41,891
   DeDora Capital Inc. 2 - 2024-03-31 210,382 $25,454,000 -2,115
   Montis Financial LLC 1 - 2024-03-31 206,852 $25,027,000 -6,681
   Integrated Wealth Concepts LLC 42 - 2023-12-31 220,943 $24,664,000 -970
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 263 - 2023-12-31 220,811 $24,649,000 -3,563
   Wolff Financial Management LLC 6 - 2024-03-31 203,527 $24,625,000 -736
   Venture Visionary Partners LLC 14 - 2023-12-31 214,860 $23,985,000 -1,344
   FINEMARK NATIONAL BANK & TRUST 18 - 2023-12-31 212,153 $23,683,000 -24,540
   Lido Advisors LLC 57 - 2023-12-31 210,314 $23,477,000 -38,997
   OLD NATIONAL BANCORP /IN/ 34 - 2024-03-31 192,788 $23,325,000 -8,139
   COLONY GROUP LLC 75 - 2023-09-30 216,847 $22,405,000 -31,418
   Focused Wealth Management Inc 7 - 2023-12-31 198,215 $22,127,000 -2,887
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 5 - 2023-12-31 197,581 $22,056,000 -3,019
   TBH Global Asset Management LLC 4 - 2023-12-31 195,853 $21,863,000 -20,638
   FIRST MANHATTAN CO 94 - 2023-12-31 193,995 $21,658,000 -28
   FIRST HAWAIIAN BANK 17 - 2024-03-31 175,731 $21,262,000 -6,673
   Goss Wealth Management LLC 109 - 2023-12-31 188,995 $21,144,000 -2,904
   GUARANTY TRUST CO OF MISSOURI /MO/ 43 - 2024-03-31 169,677 $20,529,000 -9,080
   Ratio Wealth Group 7 - 2023-12-31 173,593 $19,378,000 -43,908
   Coco Enterprises LLC 2 - 2023-12-31 168,947 $18,860,000 -627
   BAKER ELLIS ASSET MANAGEMENT LLC 4 - 2024-03-31 154,448 $18,687,000 -6,469
   Keudell/Morrison Wealth Management 2 - 2023-12-31 165,136 $18,434,000 -6,902
   RWM Asset Management LLC 5 - 2024-03-31 150,347 $18,190,000 -10,098
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 8 - 2024-03-31 148,704 $17,992,000 -5,087
   Clear Perspectives Financial Planning LLC 2 - 2023-03-31 167,160 $17,635,000 -43,381
   PACIFIC CAPITAL WEALTH ADVISORS INC 7 - 2023-12-31 153,832 $17,172,000 -8,236
   LINCOLN NATIONAL CORP - 2024-03-31 141,271 $17,092,000 -6,716
   BLAIR WILLIAM & CO/IL 234 - 2023-12-31 148,057 $16,528,000 -2,852
   Sontag Advisory LLC 52 - 2023-12-31 145,365 $16,227,000 -1,860
   Financial Perspectives Inc 2 - 2024-03-31 133,735 $16,181,000 -451
   DEUTSCHE BANK AG 845 - 2023-12-31 144,421 $16,122,000 -44,298
   EPG Wealth Management LLC 3 - 2023-12-31 141,100 $15,819,000 -4,835
   Measured Wealth Private Client Group LLC 5 - 2024-03-31 130,429 $15,781,000 -3,818
   FTB Advisors Inc. 68 - 2024-03-31 129,630 $15,684,000 -12,496
   BANK OF NEW YORK MELLON CORP 1716 - 2024-03-31 129,255 $15,639,000 -17
   Unison Advisors LLC 12 - 2024-03-31 128,896 $15,595,000 -5,491
   Annandale Capital LLC 6 - 2023-12-31 134,725 $15,039,000 -6,936
   FIDUCIARY TRUST CO 67 - 2023-12-31 134,577 $15,023,000 -14,285
   WELLINGTON MANAGEMENT CO LLP 995 - 2023-12-31 131,395 $14,668,000 -77,071
   ANGELES INVESTMENT ADVISORS, LLC 18 - 2023-12-31 130,200 $14,534,000 -25,800
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 119,936 $14,511,000 -3,665
   Wealthcare Advisory Partners LLC 47 - 2024-03-31 119,773 $14,491,000 -8,241
   Hardy Reed LLC - 2024-03-31 118,058 $14,284,000 -6,444
   LBMC INVESTMENT ADVISORS, LLC 12 - 2024-03-31 117,621 $14,231,000 -75
   Quaker Wealth Management LLC - 2024-03-31 116,186 $14,057,000 -10,904
   SlateStone Wealth LLC 14 - 2024-03-31 115,552 $13,981,000 -1,970
   Apeiron RIA LLC 4 - 2024-03-31 114,510 $13,855,000 -4,561
   CAPITAL ADVISORS INC/OK 85 - 2024-03-31 112,757 $13,642,000 -119,059
   Capital Advisors Wealth Management LLC 13 - 2024-03-31 107,480 $13,004,000 -25,214
   HEAD & ASSOCIATES LLC 5 - 2023-12-31 114,744 $12,809,000 -1,630
   PFG Advisors 12 - 2023-12-31 114,569 $12,789,000 -2,732
   INTL FCSTONE INC. 16 - 2024-03-31 104,687 $12,664,000 -13,836
   CITIGROUP INC 784 - 2023-12-31 106,523 $11,891,000 -1,126
   HANCOCK HOLDING CO 54 - 2023-12-31 105,920 $11,824,000 -6,941
   Thrive Capital Management LLC 2 - 2023-12-31 105,456 $11,772,000 -2,544
   LINSCOMB & WILLIAMS INC 24 - 2023-12-31 104,044 $11,614,000 -7,030
  100 Records found
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