Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

1,989
Institutional holders
187,927,515
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added12,758,401$1.9B9.3%2026-Q1
MORGAN STANLEY added10,354,566$1.5B7.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed7,617,263$1.1B5.6%2026-Q1
LPL Financial LLC trimmed6,759,886$1.0B4.9%2026-Q1
WELLS FARGO & COMPANY/MN added6,091,191$902M4.4%2026-Q1
JPMORGAN CHASE & CO added5,454,000$793M3.9%2026-Q1
Creative Planning added3,839,152$569M2.8%2026-Q1
UBS Group AG added3,722,386$551M2.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed3,667,871$543M2.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,451,729$511M2.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,985,657$435M2.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed2,706,655$401M2.0%2026-Q1
Cetera Investment Advisers added2,699,936$400M2.0%2026-Q1
Rakuten Investment Management, Inc. added2,837,108$399M2.0%2026-Q1
ROYAL BANK OF CANADA trimmed2,476,663$367M1.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,392,901$354M1.7%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed2,229,005$330M1.6%2026-Q1
Janney Montgomery Scott LLC added1,949,873$289M1.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,860,644$276M1.4%2026-Q1
SCS Capital Management LLC trimmed1,463,217$217M1.1%2026-Q1
HighTower Advisors, LLC added1,455,190$216M1.1%2026-Q1
Pathstone Holdings, LLC added1,399,111$207M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,384,842$205M1.0%2026-Q1
STIFEL FINANCIAL CORP trimmed1,375,466$204M1.0%2026-Q1
Kestra Advisory Services, LLC added1,260,883$187M0.9%2026-Q1
Howard Capital Management Inc.1,132,957$168M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed1,090,112$161M0.8%2026-Q1
Joel Isaacson & Co., LLC added1,040,153$154M0.8%2026-Q1
Auto-Owners Insurance Co trimmed1,035,700$153M0.8%2026-Q1
Baird Financial Group, Inc. added955,524$142M0.7%2026-Q1
TRUIST FINANCIAL CORP added942,329$140M0.7%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added913,105$135M0.7%2026-Q1
Wharton Business Group, LLC trimmed889,433$132M0.6%2026-Q1
D.A. DAVIDSON & CO. added868,479$129M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added856,648$127M0.6%2026-Q1
Florida Trust Wealth Management Co trimmed789,676$117M0.6%2026-Q1
Cerity Partners LLC added774,708$115M0.6%2026-Q1
BANK OF MONTREAL /CAN/ added752,342$111M0.5%2026-Q1
Allworth Financial LP added749,545$111M0.5%2026-Q1
Martel Wealth Advisors LLC added735,340$109M0.5%2026-Q1
One Day In July LLC added731,082$108M0.5%2026-Q1
Corient Private Wealth LLC added723,858$107M0.5%2026-Q1
Equitable Holdings, Inc. added692,223$99M0.5%2026-Q1
ASSETMARK, INC trimmed662,033$98M0.5%2026-Q1
HCR Wealth Advisors added645,989$96M0.5%2026-Q1
Stratos Wealth Partners, LTD. trimmed627,878$93M0.5%2026-Q1
INSPIRION WEALTH ADVISORS, LLC added586,809$87M0.4%2026-Q1
SBI Securities Co., Ltd. added586,333$87M0.4%2026-Q1
Mariner, LLC added583,072$86M0.4%2026-Q1
MARINO, STRAM & ASSOCIATES LLC added559,760$83M0.4%2026-Q1
Mesirow Financial Investment Management, Inc. added552,464$82M0.4%2026-Q1
PINNACLE ASSOCIATES LTD added550,774$82M0.4%2026-Q1
Focus Partners Wealth added527,222$78M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed522,526$77M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added516,733$77M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed501,305$74M0.4%2026-Q1
Arlington Trust Co LLC added457,412$68M0.3%2026-Q1
Wellspring Financial Advisors, LLC trimmed2,909,177$67M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added439,842$65M0.3%2026-Q1
Waverly Advisors, LLC added437,000$65M0.3%2026-Q1
Baltimore-Washington Financial Advisors, Inc. added421,193$62M0.3%2026-Q1
Wealthcare Advisory Partners LLC added396,945$59M0.3%2026-Q1
Smithfield Trust Co added396,206$59M0.3%2026-Q1
White Lighthouse Investment Management Inc. trimmed383,007$57M0.3%2026-Q1
Private Advisor Group, LLC added382,664$57M0.3%2026-Q1
HANCOCK WHITNEY CORP added373,493$56M0.3%2026-Q1
Waldron Private Wealth LLC added376,906$56M0.3%2026-Q1
COMMERCE BANK added368,959$55M0.3%2026-Q1
Cornerstone Advisory, LLC added353,720$52M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added345,677$51M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed345,479$51M0.3%2026-Q1
FMR LLC added342,191$51M0.2%2026-Q1
DAVENPORT & Co LLC added335,331$50M0.2%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added332,863$49M0.2%2026-Q1
MBM WEALTH CONSULTANTS, LLC added331,376$49M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added330,577$49M0.2%2026-Q1
Zhang Financial LLC added329,681$49M0.2%2026-Q1
Operose Advisors LLC trimmed327,542$49M0.2%2026-Q1
Round Rock Advisors LLC added312,896$46M0.2%2026-Q1
Pinnacle Wealth Management Advisory Group, LLC added306,905$45M0.2%2026-Q1
RWA WEALTH PARTNERS, LLC added303,736$45M0.2%2026-Q1
Twele Capital Management, Inc. trimmed298,225$44M0.2%2026-Q1
Merit Financial Group, LLC added290,905$43M0.2%2026-Q1
SEI INVESTMENTS CO added290,128$43M0.2%2026-Q1
Apella Capital, LLC trimmed275,353$43M0.2%2026-Q1
M&T Bank Corp added282,076$42M0.2%2026-Q1
Heartwood Wealth Advisors LLC added268,922$40M0.2%2026-Q1
ACT WEALTH MANAGEMENT, LLC trimmed268,772$40M0.2%2026-Q1
Beacon Pointe Advisors, LLC added267,243$40M0.2%2026-Q1
Valmark Advisers, Inc. added263,015$39M0.2%2026-Q1
Lido Advisors, LLC trimmed258,466$38M0.2%2026-Q1
NEW ENGLAND ASSET MANAGEMENT INC added257,625$38M0.2%2026-Q1
SUMITOMO LIFE INSURANCE CO trimmed5,773,322$745M3.7%2025-Q1 stale
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added933,014$134M0.7%2025-Q4 stale
Northeast Financial Consultants Inc trimmed465,351$62M0.3%2025-Q2 stale
CW Advisors, LLC added441,958$59M0.3%2025-Q2 stale
UNITED SERVICES AUTOMOBILE ASSOCIATION added336,132$48M0.2%2025-Q4 stale
NewEdge Advisors, LLC added331,827$48M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added314,722$42M0.2%2025-Q2 stale
Sabal Trust CO trimmed288,320$37M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership