Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree VYM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of VYM

There is a long list of 1527 institutional holders of VYM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VYM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VYM table below, the initial column indicates the name of each top institutional holder of VYM, with a link to that fund's top holdings. The next columns indicate the amount of VYM stock held by each of the institutional holders of VYM, followed by the VYM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Sumitomo Life Insurance Co.15,133,322$1,830,981 03/31/2024
     VYM15,133,322$1,830,981 03/31/2024
Bank of America Corp DE11,191,110$1,249,264 12/31/2023
     VYM11,191,110$1,249,264 12/31/2023
Morgan Stanley9,154,910$1,021,963 12/31/2023
     VYM9,154,910$1,021,963 12/31/2023
LPL Financial LLC5,035,174$562,076 12/31/2023
     VYM5,035,174$562,076 12/31/2023
Envestnet Asset Management Inc.4,884,792$545,289 12/31/2023
     VYM4,884,792$545,289 12/31/2023
Wells Fargo & Company MN $491,833 12/31/2023
     VYM4,409,719$492,257 12/31/2023
     Put3,800$424 12/31/2023
Raymond James Financial Services Advisors Inc.4,047,824$489,746 03/31/2024
     VYM4,047,824$489,746 03/31/2024
Creative Planning3,843,980$429,104 12/31/2023
     VYM3,843,980$429,104 12/31/2023
Raymond James & Associates3,383,010$409,310 03/31/2024
     VYM3,383,010$409,310 03/31/2024
Punch & Associates Investment Management Inc. $390,537 12/31/2023
     Call3,495$390,147 12/31/2023
     VYM3,495$390 12/31/2023
Ameriprise Financial Inc.3,431,876$383,131 12/31/2023
     VYM3,431,876$383,131 12/31/2023
UBS Group AG3,417,686$381,516 12/31/2023
     VYM3,417,686$381,516 12/31/2023
Vanguard Group Inc.3,230,426$360,612 12/31/2023
     VYM3,230,426$360,612 12/31/2023
Royal Bank of Canada2,504,629$279,592 12/31/2023
     VYM2,504,629$279,592 12/31/2023
Meiji Yasuda Life Insurance Co2,246,067$250,728 12/31/2023
     VYM2,246,067$250,728 12/31/2023
JPMorgan Chase & Co.2,237,845$249,811 12/31/2023
     VYM2,237,845$249,811 12/31/2023
Goldman Sachs Group Inc.2,174,673$242,759 12/31/2023
     VYM2,174,673$242,759 12/31/2023
Commonwealth Equity Services LLC1,998,021$241,741 03/31/2024
     VYM1,998,021$241,741 03/31/2024
Mercer Global Advisors Inc. ADV1,854,615$207,031 12/31/2023
     VYM1,854,615$207,031 12/31/2023
Wellspring Financial Advisors LLC1,853,557$206,913 12/31/2023
     VYM1,853,557$206,913 12/31/2023
Janney Montgomery Scott LLC1,827,469$204,001 12/31/2023
     VYM1,827,469$204,001 12/31/2023
Stifel Financial Corp1,679,356$187,468 12/31/2023
     VYM1,679,356$187,468 12/31/2023
The Manufacturers Life Insurance Company 1,663,394$185,685 12/31/2023
     VYM1,663,394$185,685 12/31/2023
Edge Capital Group LLC1,553,063$173,368 12/31/2023
     VYM1,553,063$173,368 12/31/2023
Pathstone Holdings LLC1,477,095$164,899 12/31/2023
     VYM1,477,095$164,899 12/31/2023
Advisor Group Holdings Inc.1,135,388$126,777 12/31/2023
     VYM1,135,388$126,777 12/31/2023
Jones Financial Companies Lllp1,064,743$118,857 12/31/2023
     VYM1,064,743$118,857 12/31/2023
Cetera Advisor Networks LLC1,032,581$115,267 12/31/2023
     VYM1,032,581$115,267 12/31/2023
Truist Financial Corp1,019,924$113,854 12/31/2023
     VYM1,019,924$113,854 12/31/2023
The PNC Financial Services Group Inc.1,013,742$113,164 12/31/2023
     VYM1,013,742$113,164 12/31/2023
Kestra Advisory Services LLC908,791$101,448 12/31/2023
     VYM908,791$101,448 12/31/2023
Charles Schwab Investment Advisory Inc.894,424$99,845 12/31/2023
     VYM894,424$99,845 12/31/2023
Sanibel Captiva Trust Company Inc.872,482$97,395 12/31/2023
     VYM872,482$97,395 12/31/2023
Cambridge Investment Research Advisors Inc.770,990$93,282 03/31/2024
     VYM770,990$93,282 03/31/2024
Joel Isaacson & Co. LLC826,605$92,274 12/31/2023
     VYM826,605$92,274 12/31/2023
HighTower Advisors LLC791,649$88,372 12/31/2023
     VYM791,649$88,372 12/31/2023
Wharton Business Group LLC772,987$86,289 12/31/2023
     VYM772,987$86,289 12/31/2023
Bell Bank669,729$81,031 03/31/2024
     VYM669,729$81,031 03/31/2024
Auto Owners Insurance Co724,200$80,842 12/31/2023
     VYM724,200$80,842 12/31/2023
Allworth Financial LP666,513$80,641 03/31/2024
     VYM666,513$80,641 03/31/2024
Captrust Financial Advisors673,909$75,228 12/31/2023
     VYM673,909$75,228 12/31/2023
D.A. Davidson & CO.618,079$68,996 12/31/2023
     VYM618,079$68,996 12/31/2023
MML Investors Services LLC604,793$67,513 12/31/2023
     VYM604,793$67,513 12/31/2023
Mesirow Financial Investment Management Inc.549,543$66,489 03/31/2024
     VYM549,543$66,489 03/31/2024
Stratos Wealth Partners LTD.544,949$65,933 03/31/2024
     VYM544,949$65,933 03/31/2024
Bank of Montreal Can581,743$65,347 12/31/2023
     VYM581,743$65,347 12/31/2023
Assetmark Inc.567,829$63,387 12/31/2023
     VYM567,829$63,387 12/31/2023
Marino Stram & Associates LLC521,649$63,114 03/31/2024
     VYM521,649$63,114 03/31/2024
HCR Wealth Advisors556,799$62,156 12/31/2023
     VYM556,799$62,156 12/31/2023
Baird Financial Group Inc.555,744$62,038 12/31/2023
     VYM555,744$62,038 12/31/2023

See All: Funds Holding VYM
See Details: Top 10 Hedge Funds Holding VYM
Also See: VYM Holdings Changes

Institutional Holders of VYM | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.