VYM · VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF
$164.23
-0.66 (-0.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 16
Total Value: $156,884,909
Total Shares: 992,754
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 16 13F filers · Δ vs Mar 31, 2026Top Holder
70.6%
−13.7 pts
Top 5
95.5%
−0.2 pts
Top 10
98.8%
−1.2 pts
HHI
5,357
Highly concentrated−1,794
Quarterly Activity
vs Mar 31, 2026
New
10
Increased
2
Decreased
4
Sold Out
3
Unchanged
0
Holder count:
+7
Institutional value:
+211.5%
Shares held:
+191.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Kingsbury Capital Investment Advisors LLC | +1,407 | 9,070 | |
| Small Range Advisory, LLC | +988 | 9,461 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | −298 | 8,353 | |
| Small TUCKER ASSET MANAGEMENT LLC | −124 | 1,952 | |
| Small Advus Financial Partners, LLC | −98 | 2,227 | |
| Small Principia Wealth Advisory, LLC | −65 | 2,635 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 701,058 | $110,788,195 | |
| Mega CITADEL ADVISORS LLC | 185,900 | $29,377,777 | |
| Mid Parkside Financial Bank & Trust | 37,103 | $5,863,387 | |
| Small Financial Insights, Inc. | 14,068 | $2,223,166 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 8,660 | $1,368,539 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 286,783 | $42,472,557 | |
| Small Allie Family Office LLC | 11,795 | $1,746,839 | |
| Mid Dakota Wealth Management | 9,588 | $1,419,982 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VYM | $110,788,195 | 70.62% | 701,058 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VYM | $21,207,626 | 13.52% | 134,200 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VYM | $8,170,151 | 5.21% | 51,700 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VYM | $5,863,387 | 3.74% | 37,103 | Shares | 2026-09-04 | |
| Small Financial Insights, Inc. VYM | $2,223,166 | 1.42% | 14,068 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC VYM | $1,495,121 | 0.95% | 9,461 | Shares | 2026-09-02 | |
| Small Kingsbury Capital Investment Advisors LLC VYM | $1,433,332 | 0.91% | 9,070 | Shares | 2026-08-25 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. VYM | $1,368,539 | 0.87% | 8,660 | Shares | 2026-08-25 | |
| Small Cornerstone Financial Management LLC VYM | $1,320,024 | 0.84% | 8,353 | Shares | 2026-08-28 | |
| Small BROWN, LISLE/CUMMINGS, INC. VYM | $649,503 | 0.41% | 4,110 | Shares | 2026-09-02 | |
| Small Kirkwood Financial Services VYM | $495,740 | 0.32% | 3,137 | Shares | 2026-08-25 | |
| Small Kinetic Wealth Investment Advisors LLC VYM | $479,779 | 0.31% | 3,036 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC VYM | $416,409 | 0.27% | 2,635 | Shares | 2026-08-26 | |
| Small Advus Financial Partners, LLC VYM | $351,932 | 0.22% | 2,227 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC VYM | $308,474 | 0.20% | 1,952 | Shares | 2026-08-27 | |
| Small Second Line Capital, LLC VYM | $306,104 | 0.20% | 1,937 | Shares | 2026-09-02 | |
| Mega Allianz Asset Management GmbH VYM | $7,427 | 0.00% | 47 | Shares | 2026-09-02 |