VYM Institutional Ownership & Shareholders
VANGUARD HIGH DVD YIELD ETF (VYM) is currently held by 2,052 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.83B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VYM tracked by InsiderSet, reporting ownership valued at approximately $2.00B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.07B, representing an estimated gain of +3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed VYM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VANGUARD HIGH DVD YIELD ETF (VYM).
This page ranks the largest institutional VYM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,052
Total Reported Value
$27.83B
Largest Holder
Bank Of America Corp
Largest Position
$2.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.13% | 12,643,649 | $1,998,075,961 | $2,070,271,087 | +$72,195,126 | +3.61% | |
| Morgan Stanley | 0.09% | 10,662,582 | $1,685,008,152 | $1,745,891,177 | +$60,883,025 | +3.61% | |
| Raymond James Financial Inc | 0.34% | 8,009,206 | $1,265,694,723 | $1,311,427,390 | +$45,732,667 | +3.61% | |
| Lpl Financial Llc | 0.26% | 7,241,202 | $1,144,327,207 | $1,185,674,415 | +$41,347,208 | +3.61% | |
| Wells Fargo & Company/Mn | 0.17% | 6,100,827 | $964,113,710 | $998,949,413 | +$34,835,703 | +3.61% | |
| Jpmorgan Chase & Co | 0.05% | 5,526,857 | $875,730,659 | $904,967,565 | +$29,236,906 | +3.34% | |
| Creative Planning | 0.33% | 3,844,465 | $596,660,996 | $629,492,699 | +$32,831,703 | +5.50% | |
| Ameriprise Financial Inc | 0.12% | 3,715,315 | $587,217,252 | $608,345,678 | +$21,128,426 | +3.60% | |
| Ubs Group Ag | 0.09% | 3,674,450 | $580,673,333 | $601,654,443 | +$20,981,110 | +3.61% | |
| Envestnet Asset Management Inc | 0.13% | 3,613,813 | $571,090,935 | $591,725,741 | +$20,634,806 | +3.61% | |
| Jones Financial Companies Lllp | 0.21% | 3,335,671 | $527,759,383 | $546,182,770 | +$18,423,387 | +3.49% | |
| Mercer Global Advisors Inc | 0.56% | 2,883,738 | $455,717,060 | $472,183,260 | +$16,466,200 | +3.61% | |
| Cetera Investment Advisers | 0.41% | 2,823,051 | $446,126,812 | $462,246,371 | +$16,119,559 | +3.61% | |
| Royal Bank Of Canada | 0.07% | 2,518,659 | $398,023,000 | $412,405,225 | +$14,382,225 | +3.61% | |
| Vantagepoint Investment Advisers Llc | 2.63% | 2,246,463 | $348,651,058 | $367,835,852 | +$19,184,794 | +5.50% | |
| Commonwealth Equity Services, Llc | 0.43% | 2,109,057 | $327,325,714 | $345,336,993 | +$18,011,279 | +5.50% | |
| Janney Montgomery Scott Llc | 0.60% | 1,958,777 | $309,546,000 | $320,730,146 | +$11,184,146 | +3.61% | |
| Goldman Sachs Group Inc | 0.03% | 1,822,230 | $287,967,007 | $298,371,940 | +$10,404,933 | +3.61% | |
| Rakuten Investment Management, Inc. | 0.70% | 1,811,754 | $283,485,148 | $296,656,600 | +$13,171,452 | +4.65% | |
| Osaic Holdings, Inc. | 0.30% | 1,623,862 | $256,697,107 | $265,891,164 | +$9,194,057 | +3.58% | |
| Scs Capital Management Llc | 2.12% | 1,422,806 | $224,846,057 | $232,970,254 | +$8,124,197 | +3.61% | |
| Stifel Financial Corp | 0.18% | 1,390,923 | $219,811,058 | $227,749,732 | +$7,938,674 | +3.61% | |
| Kestra Advisory Services, Llc | 0.60% | 1,350,025 | $209,523,930 | $221,053,094 | +$11,529,164 | +5.50% | |
| Pathstone Holdings, Llc | 0.82% | 1,399,111 | $207,208,452 | $229,090,435 | +$21,881,983 | +10.56% | |
| Howard Capital Management Inc. | 2.13% | 1,132,957 | $175,834,926 | $185,510,379 | +$9,675,453 | +5.50% | |
| Joel Isaacson & Co., Llc | 4.82% | 1,053,342 | $166,459,673 | $172,474,219 | +$6,014,546 | +3.61% | |
| Baird Financial Group, Inc. | 0.21% | 965,211 | $152,532,295 | $158,043,649 | +$5,511,354 | +3.61% | |
| Captrust Financial Advisors | 0.23% | 951,013 | $150,288,538 | $155,718,869 | +$5,430,331 | +3.61% | |
| D.A. Davidson & Co. | 0.80% | 960,180 | $149,019,984 | $157,219,873 | +$8,199,889 | +5.50% | |
| Truist Financial Corp | 0.17% | 933,128 | $144,821,452 | $152,790,379 | +$7,968,927 | +5.50% | |
| Arax Advisory Partners | 0.87% | 829,634 | $131,107,195 | $135,844,271 | +$4,737,076 | +3.61% | |
| Wharton Business Group, Llc | 4.34% | 820,989 | $129,741,000 | $134,428,739 | +$4,687,739 | +3.61% | |
| Pnc Financial Services Group, Inc. | 0.07% | 808,753 | $127,807,256 | $132,425,216 | +$4,617,960 | +3.61% | |
| Florida Trust Wealth Management Co | 3.14% | 798,906 | $126,251,115 | $130,812,868 | +$4,561,753 | +3.61% | |
| Cerity Partners Llc | 0.15% | 791,151 | $125,030,345 | $129,543,065 | +$4,512,720 | +3.61% | |
| Bank Of Montreal | 0.04% | 750,642 | $118,623,938 | $122,910,121 | +$4,286,183 | +3.61% | |
| One Day In July Llc | 8.13% | 761,477 | $118,181,264 | $124,684,244 | +$6,502,980 | +5.50% | |
| Martel Wealth Advisors Llc | 18.48% | 759,398 | $117,858,614 | $124,343,829 | +$6,485,215 | +5.50% | |
| Allworth Financial Lp | 0.48% | 715,436 | $113,060,399 | $117,145,491 | +$4,085,092 | +3.61% | |
| Auto-Owners Insurance Co | 3.51% | 724,200 | $112,395,840 | $118,580,508 | +$6,184,668 | +5.50% | |
| Corient Private Wealth Llc | 0.15% | 701,058 | $110,788,582 | $114,791,237 | +$4,002,655 | +3.61% | |
| Equitable Holdings, Inc. | 0.65% | 686,126 | $108,428,396 | $112,346,271 | +$3,917,875 | +3.61% | |
| Hcr Wealth Advisors | 8.48% | 691,841 | $107,373,842 | $113,282,045 | +$5,908,203 | +5.50% | |
| Inspirion Wealth Advisors, Llc | 11.79% | 668,825 | $103,801,575 | $109,513,406 | +$5,711,831 | +5.50% | |
| Stratos Wealth Partners, Ltd. | 1.00% | 631,378 | $99,776,685 | $103,381,834 | +$3,605,149 | +3.61% | |
| Mml Investors Services, Llc | 0.20% | 627,405 | $99,148,845 | $102,731,295 | +$3,582,450 | +3.61% | |
| Assetmark, Inc | 0.16% | 595,899 | $92,483,493 | $97,572,502 | +$5,089,009 | +5.50% | |
| Sbi Securities Co., Ltd. | 2.07% | 584,602 | $90,730,230 | $95,722,731 | +$4,992,501 | +5.50% | |
| Marino, Stram & Associates Llc | 13.98% | 580,131 | $90,036,290 | $94,990,650 | +$4,954,360 | +5.50% | |
| Mariner, Llc | 0.09% | 567,887 | $89,745,777 | $92,985,817 | +$3,240,040 | +3.61% |
Frequently asked questions about VYM
Who are the largest institutional holders of VYM?
The largest institutional holders of VYM reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported VYM position.
What is VYM institutional ownership?
This page tracks VYM positions reported by institutional investment managers through SEC Form 13F. VANGUARD HIGH DVD YIELD ETF (VYM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VYM?
InsiderSet currently tracks 2,052 institutional managers reporting VYM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VYM shareholders.
How much VYM stock do institutions own?
Institutional investment managers disclosed approximately $27.83B in VYM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VYM institutional ownership last updated?
The latest VYM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VYM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VYM position after the reporting date.
Are institutions buying or selling VYM?
Institutional buying and selling can be analyzed by comparing VYM positions across consecutive 13F reporting periods. InsiderSet's VYM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VYM ownership changes.
How has VYM institutional ownership changed over time?
InsiderSet tracks VYM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.