Security record · archived quarter
VYM
Vanguard High Dividend Yield ETF · Financial Services · Asset Management - Income
83Tracked holders
+1Δ holders
99.43MShares held
$14.68BReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow +1.7% ·
net new positions +1.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 12 | 0 | 24.14M | $3.40B | +1 | −1 |
| Q2 2025 | 9 | +1 | 538.74K | $71.82M | +1 | — |
| Q1 2025 | 5 | 0 | 246.18K | $31.75M | +1 | −1 |
| Q4 2024 | 5 | 0 | 133.05K | $16.98M | — | — |
| Q3 2024 | 5 | 0 | 274.54K | $35.20M | +1 | −1 |
| Q2 2024 | 5 | — | 224.09K | $26.58M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 12.76M | +1.8% | $1.89B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 10.35M | +1.5% | $1.53B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 7.62M | -1.3% | $1.13B | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 6.76M | -0.9% | $1.00B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 6.09M | +10.6% | $902.11M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 5.45M | +1.7% | $793.45M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 7 | Creative Planning | 3.84M | +6.1% | $568.58M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 3.72M | +29.3% | $551.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 3.67M | -12.4% | $543.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 3.45M | 0.0% | $511.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 2.99M | +15.0% | $435.15M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mercer Global Advisors Inc /Adv | 2.71M | -1.6% | $400.86M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 2.70M | +2.1% | $399.86M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 14 | Rakuten Investment Management, Inc. | 2.84M | +100.0% | $398.64M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 2.48M | -0.6% | $366.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 16 | Commonwealth Equity Services, Llc | 2.39M | +0.8% | $354.39M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 1.86M | -0.5% | $275.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 1.46M | +2.5% | $215.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.38M | -4.8% | $205.15M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Stifel Financial Corp | 1.38M | -6.2% | $203.71M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Baird Financial Group, Inc. | 955.52K | +2.9% | $141.51M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 942.33K | +0.8% | $139.56M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Pnc Financial Services Group, Inc. | 913.11K | +0.5% | $135.23M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 24 | Captrust Financial Advisors | 856.65K | +4.4% | $126.86M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 774.71K | +1.7% | $114.75M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Bank Of Montreal /Can/ | 752.34K | +6.2% | $111.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 27 | Corient Private Wealth LP | 723.86K | -50.2% | $107.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 662.03K | -5.2% | $98.05M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 583.07K | +2.3% | $86.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | Focus Partners Wealth | 527.22K | +1.1% | $78.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 522.53K | -16.7% | $77.39M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 501.31K | -28.5% | $74.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 439.85K | +5.5% | $65.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 34 | Northwestern Mutual Wealth… | 345.68K | +7.0% | $51.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 345.48K | -29.9% | $51.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 345.41K | +16.8% | $51.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 37 | Sei Investments Co | 290.13K | +3.2% | $42.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Lido Advisors, LLC | 258.47K | -0.9% | $38.28M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | Fifth Third Bancorp | 236.84K | +1198.6% | $35.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 228.48K | +9.4% | $33.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | UBS AM, a distinct business unit of… | 223.27K | +428.3% | $33.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 198.04K | +6.1% | $29.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 184.70K | +14.5% | $27.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | First Manhattan Co. Llc. | 184.34K | +1.2% | $27.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 166.43K | +1.9% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Bank of New York Mellon Corp | 155.66K | +7.5% | $23.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 47 | Wellington Management ✦ | 149.53K | +318.1% | $22.15M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 48 | Rockefeller Capital Management L.P. | 145.21K | +2.4% | $21.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 49 | BlackRock ✦ (passive) | 105.60K | +17.8% | $15.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 50 | Brown Advisory Inc | 97.19K | -2.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Renaissance Technologies ✦ | 81.50K | +150.0% | $12.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 52 | Citigroup Inc | 78.14K | +17.9% | $11.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 72.15K | -3.0% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 54 | Cwm, Llc | 71.94K | +0.7% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 69.20K | — | $10.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Gotham Asset Management ✦ | 54.49K | +31.2% | $8.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 29.09K | +15.1% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Chevy Chase Trust Holdings, LLC | 27.79K | -0.7% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 21.90K | New | $3.24M | 0.0% | New | 1 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 21.69K | +31.8% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 20.44K | -1.3% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Schroder Investment Management Group | 20.32K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | First Trust Advisors Lp | 18.84K | +0.9% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 15.39K | +14.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Franklin Resources Inc | 15.30K | -54.3% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 66 | Financial Engines Advisors L.L.C. | 15.19K | -3.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 15.07K | -1.7% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | TD Waterhouse Canada Inc. | 14.99K | +22.5% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cibc World Market Inc. | 12.55K | +0.9% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mirae Asset Global Investments Co.… | 11.50K | -31.9% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 8.74K | +13.3% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Julius Baer & Co. Ltd, Zurich | 6.70K | New | $992,269 | 0.0% | New | 1 | SEC ↗ |
| 73 | Td Asset Management Inc | 5.13K | +0.7% | $760,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Empower Advisory Group, LLC | 4.01K | -23.2% | $593,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 3.79K | -14.7% | $561,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | IMC-Chicago, LLC | 3.10K | New | $458,666 | 0.0% | New | 1 | SEC ↗ |
| 77 | CIBC Asset Management Inc | 2.56K | 0.0% | $378,396 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Fisher Asset Management ✦ | 2.55K | -41.9% | $377,117 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 79 | Daiwa Securities Group Inc. | 2.24K | -25.0% | $331,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Kayne Anderson Rudnick Investment… | 1.38K | New | $204,216 | 0.0% | New | 1 | SEC ↗ |
| 81 | Barclays Plc | 200 | New | $29,620 | 0.0% | New | 1 | SEC ↗ |
| 82 | Allspring Global Investments… | 118 | New | $17,395 | 0.0% | New | 1 | SEC ↗ |
| 83 | Allianz Asset Management GmbH | 45 | 0.0% | $6,665 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.24M | 0.0% |
| Bank Julius Baer & Co. Ltd… | $992,269 | 0.0% |
| IMC-Chicago, LLC | $458,666 | 0.0% |
| Kayne Anderson Rudnick… | $204,216 | 0.0% |
| Barclays Plc | $29,620 | 0.0% |
| Allspring Global Investments… | $17,395 | 0.0% |
Exited
| Charles Schwab Investment… | $133.91M | was 0.0% |
| State Farm Mutual Automobile… | $31.37M | was 0.0% |
| Tidal Investments LLC | $8.17M | was 0.0% |
| Simplex Trading, Llc | $2.59M | was 0.1% |
| Susquehanna International… | $793,379 | 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: Q1 2026 ·
Methodology ·
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