VANGUARD HIGH DVD YIELD ETF (VYM) Institutional Ownership Changes & 13F Activity
VANGUARD HIGH DVD YIELD ETF (VYM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rakuten Investment Management, Inc., Mercer Global Advisors Inc, Envestnet Asset Management Inc, Beacon Pointe Advisors, Llc, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +162,084 | +4.7% | 3,613,813 | $571.09M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +2,849 | +6.5% | 46,440 | $7.34M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +254 | +4.3% | 6,211 | $981.52K | Q2 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -92 | -6.5% | 1,332 | $210.54K | Q2 2026 | Sep 21, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,690 | -1.9% | 89,616 | $14.16M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -330 | -2.9% | 11,069 | $1.75M | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Buy | +11 | — | 11 | $1.67K | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -19,000 | -65.3% | 10,086 | $1.59M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,359 | +1.9% | 236,641 | $37.40M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +556 | +1.5% | 37,103 | $5.86M | Q2 2026 | Sep 04, 2026 |
| Second Line Capital, Llc | Buy | +110 | +6.0% | 1,937 | $306.07K | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +2 | +4.4% | 47 | $7.43K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -298 | -3.4% | 8,353 | $1.32M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -22,800 | -3.1% | 701,058 | $110.79M | Q2 2026 | Aug 27, 2026 |
| West Michigan Advisors, Llc | Sell | -123 | -7.1% | 1,610 | $254.35K | Q2 2026 | Aug 21, 2026 |
| Jackson Wealth Management, Llc | Sell | -22,338 | -92.0% | 1,948 | $308.00K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +316 | +0.9% | 35,849 | $5.67M | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Buy | +100 | +20.1% | 597 | $94.34K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +177,083 | +6.5% | 2,883,738 | $455.72M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +12,391 | +11.4% | 120,747 | $19.08M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -80 | -0.6% | 12,837 | $2.03M | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +276,500 | +19.5% | 1,695,054 | $268.58M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +69,642 | +26.1% | 336,885 | $53.24M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +1,464 | — | 1,464 | $231.36K | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Sell | -1,105 | -45.9% | 1,302 | $205.81K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +777 | — | 777 | $122.74K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -312 | -1.3% | 23,780 | $3.76M | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Buy | +292 | +9.7% | 3,295 | $520.68K | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -45 | -0.4% | 11,030 | $1.74M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -19 | -1.1% | 1,742 | $275.29K | Q2 2026 | Aug 18, 2026 |
Frequently asked questions about VYM activity
Which institutional owners are buying VYM?
Institutional owners buying VYM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VYM activity?
"Buy" means an investor increased their reported position in VYM compared to the prior reporting period. This reflects growing exposure to VANGUARD HIGH DVD YIELD ETF (VYM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VYM increasing?
Institutional interest in VYM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.