VYM institutional holders

Vanguard High Dividend Yield ETF · 2,163 reporting institutions · $27.9B reported value

Funds that can replace VYM · VYM return decomposition

Institutional holdings

Institutions reporting VYM, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2B02026-06-30
Morgan Stanley$1.7B23,1852026-06-30
Raymond James Financial Inc$1.3B02026-06-30
Lpl Financial LLC$1.1B23,4582026-06-30
Wells Fargo & Company/mn$964.1M02026-06-30
Jpmorgan Chase & Co$875.7M02026-06-30
Creative Planning$606M1,1712026-06-30
Ameriprise Financial Inc$587.2M02026-06-30
UBS Group AG$580.7M02026-06-30
Envestnet Pmc$571.1M602026-06-30
Jones Financial Companies LLLP$527.8M02026-06-30
Mercer Global Advisors Inc /adv$455.7M02026-06-30
Cetera Investment Advisers$446.1M10,3702026-06-30
Royal Bank of Canada$398M02026-06-30
Commonwealth Equity Services, LLC$358.2M2,8632026-06-30
Missionsquare Investments$345.2M02026-06-30
Goldman Sachs Group Inc$288M02026-06-30
Rakuten Investment Management, Inc.$268.6M02026-06-30
Osaic Holdings, Inc.$256.7M02026-06-30
Hightower Advisors, LLC$231.8M1,0462026-06-30
Pathstone Holdings, LLC$225.2M02026-06-30
Scs Capital Management LLC$224.8M802026-06-30
Stifel Financial Corp$219.8M02026-06-30
Kestra Advisory Services, LLC$195.4M1,4792026-06-30
Howard Capital Management, LLC$179M232026-06-30
Joel Isaacson & Co., LLC$166.5M152026-06-30
Baird Financial Group, Inc.$152.5M02026-06-30
Captrust Financial Advisors$150.3M9622026-06-30
Truist Financial Corp$148.9M02026-06-30
PNC Financial Services Group, Inc.$145M02026-06-30
D.A. Davidson & Co.$137.2M6892026-06-30
Arax Advisory Partners$131.1M2322026-06-30
Wharton Business Group, LLC$129.7M32026-06-30
Florida Trust Wealth Management Co$126.3M02026-06-30
Cerity Partners LLC$126.2M7772026-06-30
Bank of Montreal /can$118.6M02026-06-30
One Day In July LLC$118.3M142026-06-30
Martel Wealth Advisors LLC$118.1M82026-06-30
Auto-Owners Insurance Co$114.4M02026-06-30
Allworth Financial, LP$113.1M3172026-06-30
Corient Private Wealth LP$110.8M6742026-06-30
Equitable Holdings, Inc.$108.4M02026-06-30
Hcr Wealth Advisors$103.7M102026-06-30
Inspirion Wealth Advisors, LLC$100M102026-06-30
Stratos Wealth Partners, Ltd.$99.8M3862026-06-30
MML Investors Services, LLC$99.1M5,1202026-06-30
Assetmark, Inc$91.9M2202026-06-30
Sbi Securities Co., Ltd.$91.6M02026-06-30
Mariner, LLC$89.7M02026-06-30
Msa Financial$89.7M82026-06-30
Focus Partners Wealth$89.7M1,0482026-06-30
Pinnacle Associates, Ltd.$87.9M332026-06-30
Mesirow Financial Investment Management, Inc.$87.6M922026-06-30
Waverly Advisors, LLC$86.1M2312026-06-30
Steward Partners Investment Advisory, LLC$81.7M4812026-06-30
Aqr Capital Management LLC$75.4M12026-06-30
Arlington Trust Co LLC$72.6M02026-06-30
Wellspring Financial Advisors, LLC$71.5M92026-06-30
Baltimore-Washington Financial Advisors, Inc.$67.2M132026-06-30
Wealthcare Advisory Partners LLC$63.5M1702026-06-30
Integrated Wealth Concepts LLC$60.6M4802026-06-30
Cornerstone Advisory, LLC$60.3M102026-06-30
Northwestern Mutual Wealth Management Co$60.2M02026-06-30
Waldron Private Wealth$59.3M422026-06-30
Fmr LLC$58.3M02026-06-30
Commerce Bank$57.9M02026-06-30
Hancock Whitney Corp$57.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$56.9M1,0262026-06-30
Davenport & Co LLC$55.7M3392026-06-30
Keybank National Association/oh$54.3M02026-06-30
Zhang Financial LLC$54.3M202026-06-30
Newedge Advisors$54.1M6012026-06-30
White Lighthouse Investment Management Inc.$54M62026-06-30
Private Advisor Group, LLC$53.5M9272026-06-30
Beacon Pointe Advisors, LLC$53.2M4662026-06-30
Mbm Wealth Consultants, LLC$52M112026-06-30
Round Rock Advisors LLC$51.3M102026-06-30
Operose Advisors LLC$51.1M142026-06-30
Alliance Wealth Advisors, LLC /ut$51M122026-06-30
Moneta Group Investment Advisors LLC$49.7M2562026-06-30
Pinnacle Wealth Management Advisory Group, LLC$49.3M102026-06-30
Merit Financial Group, LLC$46.6M2952026-06-30
Twele Capital Management, Inc.$46.3M32026-06-30
Sei Investments Co$46.3M02026-06-30
Heartwood Wealth Advisors LLC$43.9M02026-06-30
Valmark Advisers, Inc.$43M2952026-06-30
Clearstead; Clearstead Advisory Solutions$42.9M642026-06-30
Lido Advisors, LLC$42.7M3202026-06-30
Act Wealth Management, LLC$42.7M52026-06-30
Allen Investment Management, LLC$42.4M62026-06-30
M&T Bank Corp$41.9M02026-06-30
Apella Capital, LLC$41.8M1042026-06-30
New England Asset Management Inc$41M12026-06-30
Crews Bank & Trust$39.4M02026-06-30
Human Investing LLC$39.1M162026-06-30
Arkadios Wealth Advisors$38.6M2262026-06-30
Fifth Third Bancorp$37.5M02026-06-30
Ifg Advisory, LLC$36.9M1102026-06-30
US Bancorp$36.8M02026-06-30
Forum Private Client Group LLC$36.5M72026-06-30
Dmkc Advisory Services, LLC$36.3M62026-06-30
Sanctuary Advisors, LLC$35.6M4012026-06-30
Venture Visionary Partners LLC$35.4M312026-06-30
Dagco, Inc.$35.4M72026-06-30
Washington Trust Co$35.3M02026-06-30
Wolff Financial Management LLC$35.2M42026-06-30
Focus Financial$34.8M1212026-06-30
Regions Financial Corp$34.7M02026-06-30
Berkeley Capital Partners, LLC$34.5M82026-06-30
Focused Wealth Management, Inc$34.2M112026-06-30
&partners$34M5552026-06-30
Mutual Advisors, LLC$33.9M1532026-06-30
Gsg Advisors LLC$33.8M32026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$33.2M02026-06-30
Charter Capital Management, LLC$33.2M42026-06-30
Savant Wealth Management$32.9M4052026-06-30
Asset Management Group of Bank of Hawaii$32.6M02026-06-30
Retiremitten Financial LLC$32.5M52026-06-30
Conservest Capital Advisors Inc$30.3M72026-06-30
Investment Advisory Group LLC$30M52026-06-30
Blair William & Co/il$29.7M3292026-06-30
Rebalance, LLC$29.6M92026-06-30
Dedora Capital, Inc.$29.6M62026-06-30
Comerica Bank$29.3M02025-12-31
Pinnacle Financial Partners, Inc.$29.2M02026-06-30
First Manhattan Co. Llc.$29.1M662026-06-30
Lbmc Investment Advisors, LLC$29.1M32026-06-30
Pacific Capital Wealth Advisors, Inc.$28.9M52026-06-30
Graves Light Lenhart Wealth, Inc.$28.6M82026-06-30
Quaker Wealth Management, LLC$28.3M52026-06-30
Measured Wealth Private Client Group, LLC$28.3M102026-06-30
Finemark National Bank & Trust$28.2M02025-12-31
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$28.2M12026-06-30
Ifp Advisors, Inc$27.5M3182026-06-30
Beacon Financial Group$27.4M82026-06-30
Buska Wealth Management, LLC$27.3M02026-06-30
Essex Financial Services, Inc.$27.3M332026-06-30
Farther Finance Advisors, LLC$27.1M3342026-06-30
Bank of New York Mellon Corp$27.1M02026-06-30
Quantinno Capital Management LP$27M02026-06-30
Concurrent Investment Advisors, LLC$26.4M3492026-06-30
Old National Bancorp /in$26.3M02026-06-30
Northern Trust Corp$26.3M02026-06-30
Piedmont Capital Management, LLC$26.1M32026-06-30
Westside Investment Management, LLC$25.7M72026-06-30
Ep Wealth Advisors, LLC$25.5M3382026-06-30
Juno Financial Group LLC$25.5M62026-06-30
Oak Harvest Investment Services$25.4M192026-06-30
Ariston Services Group$25.1M22026-06-30
Rockefeller Capital Management LP$25M3462026-06-30
Cresset Asset Management, LLC$24.9M2122026-06-30
Pfg Advisors$24.8M832026-06-30
Summit Financial, LLC$24.7M2292026-06-30
Wealth Dimensions Group, Ltd.$24.6M92026-06-30
Money Concepts Capital Corp$24.4M3892026-06-30
Montis Financial, LLC$24.2M162026-06-30
Steele Capital Management, Inc.$24.1M152026-06-30
First Hawaiian Bank$23.8M02026-06-30
Ballast, Inc.$23.7M82026-06-30
Decker Wealth Management LLC$23.6M72026-06-30
Financial Perspectives, Inc$23.2M152026-06-30
Markowski Investments$22.8M102026-06-30
Wealthspire Advisors, LLC$22.7M2372026-06-30
Long Run Wealth Advisors, LLC$22.4M02025-12-31
Rwa Wealth Partners, LLC$22.3M722026-06-30
Mai Capital Management$22.2M3082026-06-30
Advisornet Wealth Partners$22.1M582026-06-30
Brookstone Capital Management$21.8M3372026-06-30
Exencial Wealth Advisors, LLC$21.5M02026-03-31
Procyon$21.5M532026-06-30
Cary Street Partners Financial LLC$21.2M02026-06-30
Creativeone Wealth, LLC$21.2M2212026-06-30
First National Trust Co$21M02026-06-30
Baker Ellis Asset Management LLC$21M52026-06-30
Nations Financial Group Inc, /ia/ /adv$20.9M02026-06-30
Flagship Wealth Advisors, LLC$20.4M92026-06-30
Salomon & Ludwin, LLC$20.3M62026-06-30
Oak Hill Wealth Advisors, LLC$20.1M02025-09-30
Iron Gate Global Advisors$19.8M82026-06-30
Bryn Mawr Trust Advisors, LLC$19.7M552026-06-30
Angeles Investment Advisors, LLC$19.7M02026-06-30
Trustmark Bank Trust Department$19.5M02026-06-30
Angeles Wealth Management, LLC$19.4M92026-06-30
Certified Advisory Corp$19.4M172026-06-30
Northside Capital Management, LLC$19.3M82026-06-30
Elevation Point Wealth Partners, LLC$19.2M562026-06-30
Kingsview Wealth Management, LLC$19.1M1152026-06-30
Beacon Bank & Trust$19M02026-06-30
Accretive Wealth Partners, LLC$19M42026-06-30
Howard Wealth Management, LLC$18.9M22026-06-30
Performance Wealth$18.8M112026-06-30
Af Advisors, Inc.$18.8M22026-06-30
Unison$18.8M12026-06-30
Bernardo Wealth Planning LLC$18.7M112026-06-30
Rollins Financial Advisors, LLC$18.4M72026-06-30
Swan Capital LLC$18.2M62026-06-30
Avior Wealth Management, LLC$18.2M692026-06-30
Transcend Capital Advisors, LLC$18M02026-06-30
First Horizon Corp$17.9M02026-06-30
Principle Wealth$17.7M212026-06-30
Tepp RIA, LLC$17.6M32026-06-30
Hardy Reed LLC$17.6M132026-06-30
Matrix Asset Advisors Inc/ny$17.5M52026-06-30
Blackrock, Inc.$17.3M02026-06-30
Reality Financial Planning Services, LLC$17.2M22026-06-30
Paragon Financial Partners$17.2M22026-06-30
Pinnacle Financial Partners Inc$16.8M02025-09-30
Causey Wealth LLC$16.6M42026-06-30
Asset Allocation Strategies LLC$16.6M402026-06-30
Gw Henssler & Associates Ltd$16.6M02026-06-30
High Net Worth Advisory Group LLC$16.5M62026-06-30
Seneca Financial Advisors LLC$16.5M62026-06-30
Stonebridge Capital Advisors LLC$16.4M52026-06-30
Ameritas Advisory Services, LLC$16.4M5502026-06-30
Central Trust Co$16.3M02026-06-30
Headinvest, LLC$16.2M72026-06-30
Howe & Rusling Inc$16.2M102026-06-30
Patriot Investment Management Group, Inc.$16.1M152026-06-30
Harbour Investments, Inc.$16.1M2472026-06-30
Capital Advisors Wealth Management, LLC$15.9M62026-06-30
Vsm Wealth Advisory, LLC$15.8M52026-06-30
Pinnacle Financial Group, LLC / Il$15.7M42026-06-30
Novem Group$15.7M322026-06-30
Arthur M. Cohen & Associates, LLC$15.6M32026-06-30
Pointe Capital Management LLC$15.6M62026-06-30
United Capital Financial Advisors, LLC$15.5M1662026-06-30
Mittelman Wealth Management$15.2M12026-06-30
Global Wealth Management Investment Advisory, Inc.$15.2M162026-06-30
Brown Advisory Inc$15.1M02026-06-30
West Bancorporation Inc$14.9M02026-06-30
Aptus Capital Advisors, LLC$14.8M212026-06-30
Ironwood Wealth Management, Inc.$14.7M32026-06-30
Raab & Moskowitz Asset Management LLC$14.7M42026-06-30
Ieq Capital, LLC$14.6M1972026-06-30
Hb Wealth Management, LLC$14.6M1692026-06-30
Stephens Inc /ar$14.3M2432026-06-30
Mission Wealth Management, LP$14.3M1382026-06-30
Trunorth Financial Services, Inc.$14.3M32026-06-30
Gross & Hartman Investments LLC$14.2M32026-06-30
Global Retirement Partners LLC$13.8M4912026-06-30
Ifg Advisors, LLC$13.7M82026-06-30
Grandview Asset Management LLC$13.7M42026-06-30
Simplicity Wealth, LLC$13.6M02026-06-30
Strategic Family Wealth Counselors, LLC$13.6M42026-06-30
Nwam LLC$13.5M622026-06-30
Cherry Tree Wealth Management, LLC$13.5M92026-03-31
Geneos Wealth Management, Inc.$13.4M1932026-06-30
Vanguard Group Inc$13.4M02025-12-31
Forvis Mazars Wealth Advisors, LLC$13.4M832026-06-30
Elevation Advisory Partners LLC$13.3M32026-06-30

The 250 largest of 2,163 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30