Who owns VYM (VYM)
Which tracked institutional funds hold VYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VYM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
482 tracked funds added or opened VYM while 192 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VYM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes VYM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VYM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1989 tracked filers holding VYM, 974 increased or opened the position and 798 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VYM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 49
- RETIREMITTEN FINANCIAL LLC$28M
- ELEVATION POINT WEALTH PARTNERS, LLC$18M
- Elevation Advisory Partners LLC$13M
- Beacon Bank & Trust$11M
- TBH Global Asset Management, LLC$10M
- CIBC Bancorp USA Inc.$10M
Full exits 57
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$134M
- UNITED SERVICES AUTOMOBILE ASSOCIATION$48M
- NewEdge Advisors, LLC$48M
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$31M
- COMERICA BANK$29M
- Southern Farm Bureau Life Insurance$29M
Largest adds
- Rakuten Investment Management, Inc.$199M
- UBS Group AG$138M
- WELLS FARGO & COMPANY/MN$112M
- BANK OF AMERICA CORP /DE/$91M
- MORGAN STANLEY$69M
- JONES FINANCIAL COMPANIES LLLP$63M
Largest trims
- AMERIPRISE FINANCIAL INC$58M
- AXXCESS WEALTH MANAGEMENT, LLC$31M
- IFG Advisory, LLC$31M
- BNP PARIBAS FINANCIAL MARKETS$26M
- New England Private Wealth Advisors LLC$24M
- AE Wealth Management LLC$24M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 12,758,401 | $1.9B | 9.3% | 2026-Q1 |
| MORGAN STANLEY added | 10,354,566 | $1.5B | 7.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,617,263 | $1.1B | 5.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 6,759,886 | $1.0B | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,091,191 | $902M | 4.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,454,000 | $793M | 3.9% | 2026-Q1 |
| Creative Planning added | 3,839,152 | $569M | 2.8% | 2026-Q1 |
| UBS Group AG added | 3,722,386 | $551M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,667,871 | $543M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,451,729 | $511M | 2.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,985,657 | $435M | 2.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 2,706,655 | $401M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 2,699,936 | $400M | 2.0% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 2,837,108 | $399M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,476,663 | $367M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,392,901 | $354M | 1.7% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,229,005 | $330M | 1.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,949,873 | $289M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,860,644 | $276M | 1.4% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 1,463,217 | $217M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,455,190 | $216M | 1.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,399,111 | $207M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,384,842 | $205M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,375,466 | $204M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,260,883 | $187M | 0.9% | 2026-Q1 |
| Howard Capital Management Inc. | 1,132,957 | $168M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,090,112 | $161M | 0.8% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 1,040,153 | $154M | 0.8% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 1,035,700 | $153M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 955,524 | $142M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 942,329 | $140M | 0.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 913,105 | $135M | 0.7% | 2026-Q1 |
| Wharton Business Group, LLC trimmed | 889,433 | $132M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 868,479 | $129M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 856,648 | $127M | 0.6% | 2026-Q1 |
| Florida Trust Wealth Management Co trimmed | 789,676 | $117M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 774,708 | $115M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 752,342 | $111M | 0.5% | 2026-Q1 |
| Allworth Financial LP added | 749,545 | $111M | 0.5% | 2026-Q1 |
| Martel Wealth Advisors LLC added | 735,340 | $109M | 0.5% | 2026-Q1 |
| One Day In July LLC added | 731,082 | $108M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 723,858 | $107M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 692,223 | $99M | 0.5% | 2026-Q1 |
| ASSETMARK, INC trimmed | 662,033 | $98M | 0.5% | 2026-Q1 |
| HCR Wealth Advisors added | 645,989 | $96M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 627,878 | $93M | 0.5% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 586,809 | $87M | 0.4% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 586,333 | $87M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 583,072 | $86M | 0.4% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC added | 559,760 | $83M | 0.4% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 552,464 | $82M | 0.4% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 550,774 | $82M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 527,222 | $78M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 522,526 | $77M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 516,733 | $77M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 501,305 | $74M | 0.4% | 2026-Q1 |
| Arlington Trust Co LLC added | 457,412 | $68M | 0.3% | 2026-Q1 |
| Wellspring Financial Advisors, LLC trimmed | 2,909,177 | $67M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 439,842 | $65M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC added | 437,000 | $65M | 0.3% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 421,193 | $62M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 396,945 | $59M | 0.3% | 2026-Q1 |
| Smithfield Trust Co added | 396,206 | $59M | 0.3% | 2026-Q1 |
| White Lighthouse Investment Management Inc. trimmed | 383,007 | $57M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 382,664 | $57M | 0.3% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 373,493 | $56M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC added | 376,906 | $56M | 0.3% | 2026-Q1 |
| COMMERCE BANK added | 368,959 | $55M | 0.3% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 353,720 | $52M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 345,677 | $51M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 345,479 | $51M | 0.3% | 2026-Q1 |
| FMR LLC added | 342,191 | $51M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 335,331 | $50M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 332,863 | $49M | 0.2% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC added | 331,376 | $49M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 330,577 | $49M | 0.2% | 2026-Q1 |
| Zhang Financial LLC added | 329,681 | $49M | 0.2% | 2026-Q1 |
| Operose Advisors LLC trimmed | 327,542 | $49M | 0.2% | 2026-Q1 |
| Round Rock Advisors LLC added | 312,896 | $46M | 0.2% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC added | 306,905 | $45M | 0.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 303,736 | $45M | 0.2% | 2026-Q1 |
| Twele Capital Management, Inc. trimmed | 298,225 | $44M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 290,905 | $43M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 290,128 | $43M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 275,353 | $43M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 282,076 | $42M | 0.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 268,922 | $40M | 0.2% | 2026-Q1 |
| ACT WEALTH MANAGEMENT, LLC trimmed | 268,772 | $40M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 267,243 | $40M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 263,015 | $39M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 258,466 | $38M | 0.2% | 2026-Q1 |
| NEW ENGLAND ASSET MANAGEMENT INC added | 257,625 | $38M | 0.2% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO trimmed | 5,773,322 | $745M | 3.7% | 2025-Q1 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 933,014 | $134M | 0.7% | 2025-Q4 stale |
| Northeast Financial Consultants Inc trimmed | 465,351 | $62M | 0.3% | 2025-Q2 stale |
| CW Advisors, LLC added | 441,958 | $59M | 0.3% | 2025-Q2 stale |
| UNITED SERVICES AUTOMOBILE ASSOCIATION added | 336,132 | $48M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 331,827 | $48M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 314,722 | $42M | 0.2% | 2025-Q2 stale |
| Sabal Trust CO trimmed | 288,320 | $37M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.