Security record · archived quarter
VYM
Vanguard High Dividend Yield ETF · Financial Services · Asset Management - Income
81Tracked holders
-1Δ holders
97.82MShares held
$14.01BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.2% ·
share flow -5.5% ·
net new positions -1.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 391.67K | $61.93M | n/a | −1 |
| Q2 2026 | 82 | +2 | 98.50M | $15.57B | +5 | −4 |
| Q1 2026 | 83 | +1 | 99.43M | $14.68B | +6 | −5 |
| Q4 2025 | 81 | -1 | 97.82M | $14.01B | n/a | −1 |
| Q3 2025 | 12 | 0 | 24.14M | $3.40B | +1 | −1 |
| Q2 2025 | 9 | +1 | 538.74K | $71.82M | +1 | n/a |
| Q1 2025 | 5 | 0 | 246.18K | $31.75M | +1 | −1 |
| Q4 2024 | 5 | 0 | 133.05K | $16.98M | n/a | n/a |
| Q3 2024 | 5 | 0 | 274.54K | $35.20M | +1 | −1 |
| Q2 2024 | 5 | n/a | 224.09K | $26.58M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 12.53M | n/a | $1.80B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 10.20M | +1.6% | $1.46B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 3 | Raymond James Financial Inc | 7.72M | n/a | $1.11B | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 6.82M | n/a | $978.82M | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.51M | n/a | $790.26M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 5.36M | -49.1% | $769.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Ameriprise Financial Inc | 4.19M | n/a | $601.62M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 8 | Creative Planning | 3.62M | n/a | $519.36M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 3.45M | n/a | $495.25M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 2.88M | n/a | $413.09M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | Cetera Investment Advisers | 2.65M | n/a | $379.63M | 0.4% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 2.75M | n/a | $373.08M | 0.6% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 2.60M | n/a | $372.48M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 2.49M | n/a | $357.60M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 15 | Commonwealth Equity Services, Llc | 2.37M | n/a | $340.77M | 0.5% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 1.87M | -7.4% | $268.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 1.47M | n/a | $210.50M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 18 | Osaic Holdings, Inc. | 1.46M | n/a | $208.90M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 19 | Corient Private Wealth LP | 1.45M | n/a | $208.59M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 20 | HighTower Advisors, LLC | 1.42M | n/a | $203.85M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Rakuten Investment Management, Inc. | 1.42M | n/a | $199.32M | 0.7% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 935.15K | n/a | $134.21M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 23 | Charles Schwab Investment… | 933.01K | n/a | $133.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 928.87K | n/a | $133.31M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 909.00K | n/a | $130.46M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 26 | Captrust Financial Advisors | 820.25K | n/a | $117.72M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 761.57K | n/a | $109.30M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 708.72K | n/a | $101.72M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 29 | Bnp Paribas Financial Markets | 700.93K | n/a | $100.60M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 698.05K | n/a | $100.18M | 0.2% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 627.14K | n/a | $90.01M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 569.97K | n/a | $81.80M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 33 | Focus Partners Wealth | 521.28K | n/a | $74.81M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 493.19K | n/a | $72.38M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 417.06K | +3.9% | $59.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 36 | Northwestern Mutual Wealth… | 323.09K | n/a | $46.37M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 295.71K | +12.0% | $42.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Sei Investments Co | 281.00K | n/a | $40.33M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 260.83K | n/a | $36.88M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 40 | State Farm Mutual Automobile… | 218.60K | n/a | $31.37M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 208.88K | n/a | $29.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 42 | Quantinno Capital Management LP | 186.68K | n/a | $26.79M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | First Manhattan Co. Llc. | 182.20K | n/a | $26.15M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 163.26K | n/a | $23.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Blair William & Co/Il | 161.30K | n/a | $23.15M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 144.81K | n/a | $20.78M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 47 | Rockefeller Capital Management L.P. | 141.81K | n/a | $20.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Brown Advisory Inc | 99.18K | n/a | $14.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | The Vanguard Group ✦ (passive) | 93.25K | -1.2% | $13.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | BlackRock ✦ (passive) | 89.64K | +1071.2% | $12.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Deutsche Bank Ag\ | 74.34K | n/a | $10.67M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 52 | Cwm, Llc | 71.44K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 66.29K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Tidal Investments LLC | 56.92K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 42.27K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 41.52K | +25.8% | $5.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Wellington Management ✦ | 35.77K | -94.0% | $5.13M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 58 | Franklin Resources Inc | 33.47K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 59 | Renaissance Technologies ✦ | 32.60K | -40.3% | $4.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Chevy Chase Trust Holdings, LLC | 27.98K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 25.27K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 20.71K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | First Trust Advisors Lp | 18.67K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fifth Third Bancorp | 18.24K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Simplex Trading, Llc | 18.06K | n/a | $2.59M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Mirae Asset Global Investments Co.… | 16.90K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Wealthfront Advisers LLC | 16.46K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Financial Engines Advisors L.L.C. | 15.75K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Janus Henderson Group Plc | 15.33K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 13.48K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Cibc World Market Inc. | 12.44K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | TD Waterhouse Canada Inc. | 12.23K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Qube Research & Technologies Ltd | 7.71K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 5.53K | n/a | $793,379 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Empower Advisory Group, LLC | 5.22K | n/a | $749,174 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Td Asset Management Inc | 5.10K | n/a | $731,952 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 4.44K | n/a | $637,814 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Fisher Asset Management ✦ | 4.38K | +194.1% | $628,948 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | Daiwa Securities Group Inc. | 2.98K | n/a | $428,000 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | CIBC Asset Management Inc | 2.56K | n/a | $366,694 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Allianz Asset Management GmbH | 45 | n/a | $6,458 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $10.68M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,985 holders, 182.43M shares, $24.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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