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VYM Holdings Changes image
This page summarizes the VYM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VYM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing VYM Share Count
PFG Private Wealth Management LLC 10 98,022 +98,012 +980120.00%
Cutler Group LP 100 1,000 +900 +900.00%
CX Institutional 3,102 19,227 +16,125 +519.83%
Eagle Strategies LLC 19,807 64,868 +45,061 +227.50%
Strategic Advocates LLC 3,399 10,808 +7,409 +217.98%
Executive Wealth Group LLC 97,628 292,300 +194,672 +199.40%
Ballentine Partners LLC 4,932 14,417 +9,485 +192.32%
Aua Capital Management LLC 3,381 9,769 +6,388 +188.94%
Simplicity Wealth LLC 6,948 19,377 +12,429 +178.89%
Wiley BROS. Aintree Capital LLC 3,010 8,299 +5,289 +175.71%
Simplex Trading LLC 2,486 6,340 +3,854 +155.03%
Sage Mountain Advisors LLC 2,370 4,886 +2,516 +106.16%
Verity & Verity LLC 42,663 83,802 +41,139 +96.43%
PFG Investments LLC 43,411 83,796 +40,385 +93.03%
Strategic Financial Concepts LLC 2,996 5,733 +2,737 +91.36%
Security National Bank 2,327 4,124 +1,797 +77.22%
Fundamentun LLC 3,934 6,953 +3,019 +76.74%
Compass Ion Advisors LLC 9,873 16,733 +6,860 +69.48%
Murphy Middleton Hinkle & Parker Inc. 3,685 6,184 +2,499 +67.82%
LaFleur & Godfrey LLC 2,407 3,751 +1,344 +55.84%
Manning & Napier Group LLC 29,877 46,174 +16,297 +54.55%
Diversified Trust Co 16,270 24,386 +8,116 +49.88%
Ashton Thomas Private Wealth LLC 5,511 8,204 +2,693 +48.87%
Atlas Capital Advisors LLC 600 882 +282 +47.00%
Charter Oak Capital Management LLC 5,594 8,004 +2,410 +43.08%
Thrive Wealth Management LLC 6,208 8,746 +2,538 +40.88%
First Citizens Bank & Trust Co. 12,255 17,247 +4,992 +40.73%
Stratos Wealth Partners LTD. 405,732 544,949 +139,217 +34.31%
Ridgecrest Wealth Partners LLC 5,345 7,120 +1,775 +33.21%
Opal Wealth Advisors LLC 2,318 3,027 +709 +30.59%
TI Trust Inc. 7,918 10,339 +2,421 +30.58%
Pallas Capital Advisors LLC 11,156 14,183 +3,027 +27.13%
Sara Bay Financial 4,661 5,753 +1,092 +23.43%
Cahaba Wealth Management Inc. 4,148 5,106 +958 +23.10%
Signature Securities Group Corporation 27,032 33,038 +6,006 +22.22%
Roble Belko & Company Inc 163,303 197,646 +34,343 +21.03%
NBC Securities Inc. 10,557 12,631 +2,074 +19.65%
Carr Financial Group Corp 18,964 22,313 +3,349 +17.66%
Main Street Financial Solutions LLC 11,398 13,329 +1,931 +16.94%
Zhang Financial LLC 207,920 241,829 +33,909 +16.31%
Ritholtz Wealth Management 32,020 37,135 +5,115 +15.97%
Valeo Financial Advisors LLC 6,693 7,751 +1,058 +15.81%
Hubbell Strickland Wealth Management LLC 4,153 4,803 +650 +15.65%
Summit Financial LLC 48,499 55,902 +7,403 +15.26%
TNF LLC 2,851 3,274 +423 +14.84%
Saxon Interests Inc. 6,741 7,720 +979 +14.52%
High Net Worth Advisory Group LLC 79,499 90,941 +11,442 +14.39%
Sound Income Strategies LLC 295 337 +42 +14.24%
Ayalon Holdings Ltd. 26,833 30,513 +3,680 +13.71%
Precedent Wealth Partners LLC 6,552 7,420 +868 +13.25%
Stablepoint Partners LLC 3,210 3,630 +420 +13.08%
One Day In July LLC 402,453 451,470 +49,017 +12.18%
MJP Associates Inc. ADV 21,813 24,443 +2,630 +12.06%
Moseley Investment Management Inc. 8,693 9,666 +973 +11.19%
Fifth Third Securities Inc. 3,336 3,706 +370 +11.09%
Busey Wealth Management 53,782 59,558 +5,776 +10.74%
Morris Financial Concepts Inc. 2,792 3,083 +291 +10.42%
Lane & Associates LLC 27,577 30,448 +2,871 +10.41%
Maltin Wealth Management Inc. 3,028 3,341 +313 +10.34%
Smith Anglin Financial LLC 1,805 1,991 +186 +10.30%
Stony Point Wealth Management Inc. 17,409 18,961 +1,552 +8.91%
City State Bank 42,936 46,280 +3,344 +7.79%
O ROURKE & COMPANY Inc 9,261 9,956 +695 +7.50%
Sugarloaf Wealth Management LLC 1,599 1,716 +117 +7.32%
Steele Capital Management Inc. 90,007 96,522 +6,515 +7.24%
Westside Investment Management Inc. 118,505 126,985 +8,480 +7.16%
Vicus Capital 15,393 16,466 +1,073 +6.97%
Wealth Effects LLC 3,400 3,621 +221 +6.50%
Barry Investment Advisors LLC 6,128 6,521 +393 +6.41%
CWM LLC 48,054 51,073 +3,019 +6.28%
Exchange Bank 1,954 2,076 +122 +6.24%
Procyon Private Wealth Partners LLC 148,758 157,637 +8,879 +5.97%
Keating Wealth Management LLC 17,363 18,388 +1,025 +5.90%
Patten Group Inc. 9,932 10,507 +575 +5.79%
Wetzel Investment Advisors Inc. 5,172 5,462 +290 +5.61%
N.E.W. Advisory Services LLC 11,669 12,318 +649 +5.56%
Kovack Advisors Inc. 16,075 16,954 +879 +5.47%
Rosenberg Matthew Hamilton 35,656 37,601 +1,945 +5.45%
Helen Stephens Group LLC 3,265 3,437 +172 +5.27%
Morton Capital Management LLC CA 7,545 7,909 +364 +4.82%
LongView Wealth Management 4,340 4,545 +205 +4.72%
Ferguson Wellman Capital Management Inc. 2,606 2,722 +116 +4.45%
Inspirion Wealth Advisors LLC 384,330 400,466 +16,136 +4.20%
McAdam LLC 4,404 4,586 +182 +4.13%
Heartwood Wealth Advisors LLC 248,520 258,660 +10,140 +4.08%
Sapient Capital LLC 23,156 24,054 +898 +3.88%
Long Run Wealth Advisors LLC 123,107 127,492 +4,385 +3.56%
Spire Wealth Management 16,622 17,212 +590 +3.55%
W Advisors LLC 9,316 9,644 +328 +3.52%
Welch Group LLC 5,727 5,928 +201 +3.51%
Wealth Enhancement Advisory Services LLC 372,121 385,155 +13,034 +3.50%
Southland Equity Partners LLC 34,473 35,602 +1,129 +3.28%
Premier Path Wealth Partners LLC 4,382 4,524 +142 +3.24%
Salem Investment Counselors Inc. 1,863 1,922 +59 +3.17%
Capital Investment Advisory Services LLC 29,077 30,000 +923 +3.17%
Security Financial Services INC. 2,201 2,270 +69 +3.13%
DHJJ Financial Advisors Ltd. 887 914 +27 +3.04%
Oxinas Partners Wealth Management LLC 24,751 25,479 +728 +2.94%
Iron Horse Wealth Management LLC 220,871 227,354 +6,483 +2.94%
Opinicus Capital Inc. 11,543 11,868 +325 +2.82%
Prentice Wealth Management LLC 76,937 79,082 +2,145 +2.79%
Verdence Capital Advisors LLC 26,012 26,688 +676 +2.60%
Clarity Capital Advisors LLC 10,718 10,991 +273 +2.55%
Matrix Asset Advisors Inc. NY 54,268 55,642 +1,374 +2.53%
Trust Co 26,190 26,845 +655 +2.50%
Founders Financial Securities LLC 13,455 13,790 +335 +2.49%
International Assets Investment Management LLC 20,385 20,885 +500 +2.45%
Panoramic Investment Advisors LLC 21,178 21,695 +517 +2.44%
Bell Bank 654,121 669,729 +15,608 +2.39%
Sage Capital Advisors llc 5,882 6,019 +137 +2.33%
Signal Advisors Wealth LLC 5,364 5,488 +124 +2.31%
Hofer & Associates. Inc 38,779 39,651 +872 +2.25%
Kathleen S. Wright Associates Inc. 4,700 4,805 +105 +2.23%
Evanson Asset Management LLC 53,228 54,372 +1,144 +2.15%
ADE LLC 5,347 5,458 +111 +2.08%
Strategic Blueprint LLC 12,793 13,055 +262 +2.05%
Paragon Financial Partners Inc. 123,281 125,791 +2,510 +2.04%
ACT Wealth Management LLC 237,216 241,933 +4,717 +1.99%
OMNI 360 Wealth Inc. 16,096 16,405 +309 +1.92%
Mainsail Asset Management LLC 24,958 25,432 +474 +1.90%
RDA Financial Network 58,598 59,694 +1,096 +1.87%
Ausdal Financial Partners Inc. 28,996 29,511 +515 +1.78%
Marino Stram & Associates LLC 513,267 521,649 +8,382 +1.63%
Rebalance LLC 230,145 233,701 +3,556 +1.55%
Pettinga Financial Advisors LLC 72,187 73,242 +1,055 +1.46%
Francis Financial Inc. 150,378 152,576 +2,198 +1.46%
Allen Capital Group LLC 46,855 47,527 +672 +1.43%
Kingswood Wealth Advisors LLC 9,259 9,385 +126 +1.36%
Mayport LLC 7,631 7,731 +100 +1.31%
Private Capital Management LLC 2,337 2,367 +30 +1.28%
McNaughton Wealth Management LLC 100,751 102,010 +1,259 +1.25%
Raymond James Trust N.A. 57,395 58,085 +690 +1.20%
Cedar Brook Financial Partners LLC 16,166 16,359 +193 +1.19%
Alpha Cubed Investments LLC 18,575 18,790 +215 +1.16%
CRA Financial Services LLC 9,446 9,555 +109 +1.15%
PFS Partners LLC 87 88 +1 +1.15%
CVA Family Office LLC 37,530 37,953 +423 +1.13%
Sovereign Financial Group Inc. 32,248 32,561 +313 +0.97%
Gradient Capital Advisors LLC 5,550 5,602 +52 +0.94%
Accel Wealth Management 45,256 45,682 +426 +0.94%
Valley National Advisers Inc. 11,545 11,649 +104 +0.90%
Walkner Condon Financial Advisors LLC 11,144 11,234 +90 +0.81%
Blue Chip Partners Inc. 11,685 11,776 +91 +0.78%
Mather Group LLC. 12,311 12,406 +95 +0.77%
Patriot Investment Management Inc. 119,160 120,021 +861 +0.72%
WFA Asset Management Corp 569 573 +4 +0.70%
Founders Capital Management 1,751 1,763 +12 +0.69%
KG&L Capital Management LLC 4,522 4,553 +31 +0.69%
Wedmont Private Capital 21,901 22,044 +143 +0.65%
Sunbelt Securities Inc. 315 317 +2 +0.63%
Gleason Group Inc. 854 859 +5 +0.59%
David R. Rahn & Associates Inc. 1,908 1,919 +11 +0.58%
Royal Fund Management LLC 71,695 72,093 +398 +0.56%
Greenhouse Wealth Management LLC 6,798 6,836 +38 +0.56%
Round Rock Advisors LLC 258,910 260,366 +1,456 +0.56%
Strategies Wealth Advisors LLC 3,943 3,965 +22 +0.56%
Dynamic Advisor Solutions LLC 51,597 51,870 +273 +0.53%
Dentgroup LLC 5,637 5,666 +29 +0.51%
Lodestar Private Asset Management LLC 15,820 15,900 +80 +0.51%
Fortitude Family Office LLC 404 406 +2 +0.50%
MBM Wealth Consultants LLC 299,727 301,180 +1,453 +0.48%
Taylor & Morgan Wealth Management LLC 5,453 5,479 +26 +0.48%
Miracle Mile Advisors LLC 93,934 94,374 +440 +0.47%
Grandview Asset Management LLC 80,230 80,608 +378 +0.47%
Essex Financial Services Inc. 148,614 149,274 +660 +0.44%
West Branch Capital LLC 7,860 7,893 +33 +0.42%
Red Door Wealth Management LLC 11,299 11,345 +46 +0.41%
Capital Market Strategies LLC 1,945 1,953 +8 +0.41%
Warner Financial Inc. 21,833 21,923 +90 +0.41%
Dakota Wealth Management 14,873 14,933 +60 +0.40%
Arlington Trust Co LLC 456,274 458,092 +1,818 +0.40%
TruWealth Advisors LLC 7,500 7,528 +28 +0.37%
Mechanics Bank Trust Department 24,597 24,685 +88 +0.36%
Madison Park Capital Advisors LLC 3,642 3,655 +13 +0.36%
Arthur M. Cohen & Associates LLC 86,812 87,118 +306 +0.35%
Rooted Wealth Advisors Inc. 44,412 44,542 +130 +0.29%
Independence Bank of Kentucky 8,952 8,977 +25 +0.28%
PPS&V Asset Management Consultants Inc. 70,621 70,821 +200 +0.28%
Principle Wealth Partners LLC 129,279 129,629 +350 +0.27%
Next Level Private LLC 3,711 3,721 +10 +0.27%
Orgel Wealth Management LLC 14,170 14,198 +28 +0.20%
Rise Advisors LLC 540 541 +1 +0.19%
Daymark Wealth Partners LLC 3,106 3,111 +5 +0.16%
Tilson Financial Group Inc. 58,448 58,543 +95 +0.16%
Mayfair Advisory Group LLC 4,475 4,481 +6 +0.13%
Mustard Seed Financial LLC 3,528 3,532 +4 +0.11%
Single Point Partners LLC 6,181 6,187 +6 +0.10%
Winthrop Advisory Group LLC 6,880 6,886 +6 +0.09%
GHP Investment Advisors Inc. 2,359 2,361 +2 +0.08%
Claro Advisors LLC 7,358 7,364 +6 +0.08%
Sandy Cove Advisors LLC 2,706 2,707 +1 +0.04%
Oak Harvest Investment Services 185,341 185,369 +28 +0.02%
Weaver Consulting Group 16,124 16,126 +2 +0.01%
13F Filers Reporting New Positions In VYM
Valicenti Advisory Services Inc. 0 3,705 +3,705 +100%
Mesirow Financial Investment Management Inc. 0 549,543 +549,543 +100%
BSW Wealth Partners 0 3,026 +3,026 +100%
Perkins Coie Trust Co 0 1,330 +1,330 +100%
TRUE Private Wealth Advisors 0 21,269 +21,269 +100%
GenTrust LLC 0 2,516 +2,516 +100%
Summit Trail Advisors LLC 0 5,294 +5,294 +100%
Compton Wealth Advisory Group LLC 0 2,302 +2,302 +100%
Bay Harbor Wealth Management LLC 0 546 +546 +100%
Arkfeld Wealth Strategies L.L.C. 0 2,377 +2,377 +100%
Banque Cantonale Vaudoise 0 1,830 +1,830 +100%
Future Financial Wealth Managment LLC 0 1,050 +1,050 +100%
Elevated Capital Advisors LLC 0 1,753 +1,753 +100%
Essex Private Wealth Management LLC 0 1,657 +1,657 +100%
American Institute for Advanced Investment Management LLP 0 1,770 +1,770 +100%
Revolve Wealth Partners LLC 0 2,249 +2,249 +100%
Legacy Financial Group LLC 0 1,960 +1,960 +100%
Revisor Wealth Management LLC 0 2,808 +2,808 +100%
Planning Center Inc. 0 1,820 +1,820 +100%
626 Financial LLC 0 1,686 +1,686 +100%
Gray Private Wealth LLC 0 2,153 +2,153 +100%
Wallace Advisory Group LLC 0 8,387 +8,387 +100%
Global Assets Advisory LLC 0 40,980 +40,980 +100%
AJ Advisors LLC 0 2,070 +2,070 +100%
Park Edge Advisors LLC 0 1,987 +1,987 +100%
Midwest Financial Group LLC 0 1,729 +1,729 +100%
Hyperion Partners LLC 0 1,752 +1,752 +100%
Norden Group LLC 0 37,765 +37,765 +100%
Dixon Mitchell Investment Counsel Inc. 0 360 +360 +100%
Focus Financial Network Inc. 0 241,709 +241,709 +100%
Edge Financial Advisors LLC 0 5,127 +5,127 +100%
Cascade Wealth Advisors Inc 0 4,680 +4,680 +100%
13F Filers With Unchanged Share Count
City Holding Co. 1,400 1,400 UNCH 0.00%
Chemung Canal Trust Co. 2,244 2,244 UNCH 0.00%
Fulton Bank N.A. 8,348 8,348 UNCH 0.00%
Godsey & Gibb Associates 582 582 UNCH 0.00%
Barrett & Company Inc. 3,018 3,018 UNCH 0.00%
Guyasuta Investment Advisors Inc. 31,386 31,386 UNCH 0.00%
Matthew Goff Investment Advisor LLC 4,199 4,199 UNCH 0.00%
Stephenson National Bank & Trust 6,239 6,239 UNCH 0.00%
Tompkins Financial Corp 6,505 6,505 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 4,255 4,255 UNCH 0.00%
Baldwin Brothers Inc. MA 300 300 UNCH 0.00%
M&R Capital Management Inc. 25 25 UNCH 0.00%
Trust Co. of Virginia VA 3,435 3,435 UNCH 0.00%
Country Trust Bank 17 17 UNCH 0.00%
American National Bank 340 340 UNCH 0.00%
AlphaMark Advisors LLC 25 25 UNCH 0.00%
Hartford Financial Management Inc. 350 350 UNCH 0.00%
Bangor Savings Bank 29,051 29,051 UNCH 0.00%
Blue Bell Private Wealth Management LLC 623 623 UNCH 0.00%
Indiana Trust & Investment Management CO 985 985 UNCH 0.00%
Liberty Capital Management Inc. 7,359 7,359 UNCH 0.00%
Horrell Capital Management Inc. 185 185 UNCH 0.00%
Hanson & Doremus Investment Management 1,588 1,588 UNCH 0.00%
First National Bank of Mount Dora Trust Investment Services 6,107 6,107 UNCH 0.00%
Asset Allocation & Management Company LLC 116,029 116,029 UNCH 0.00%
Patton Albertson Miller Group LLC 9,715 9,715 UNCH 0.00%
Aviance Capital Partners LLC 2,377 2,377 UNCH 0.00%
Smith & Howard Wealth Management LLC 1,908 1,908 UNCH 0.00%
Wolf Group Capital Advisors 2,825 2,825 UNCH 0.00%
Capital Advisors Ltd. LLC 4,504 4,504 UNCH 0.00%
JJJ Advisors Inc. 131 131 UNCH 0.00%
Curbstone Financial Management Corp 4,000 4,000 UNCH 0.00%
Tradewinds Capital Management LLC 25 25 UNCH 0.00%
Northside Capital Management LLC 138,253 138,253 UNCH 0.00%
MV Capital Management Inc. 4,912 4,912 UNCH 0.00%
Financial Insights Inc. 12,195 12,195 UNCH 0.00%
Home Federal Bank of Tennessee 1,838 1,838 UNCH 0.00%
Venturi Wealth Management LLC 1,522 1,522 UNCH 0.00%
MEMBERS Trust Co 2,730 2,730 UNCH 0.00%
Transform Wealth LLC 7,947 7,947 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 38,831 38,831 UNCH 0.00%
Covenant Asset Management LLC 5,021 5,021 UNCH 0.00%
Ackerman Capital Advisors LLC 7,039 7,039 UNCH 0.00%
Access Financial Services Inc. 11,502 11,502 UNCH 0.00%
Pinnacle Bank 1,538 1,538 UNCH 0.00%
Fluent Financial LLC 2,310 2,310 UNCH 0.00%
Fulcrum Capital LLC 10,765 10,765 UNCH 0.00%
Global Trust Asset Management LLC 3,138 3,138 UNCH 0.00%
Northwest Capital Management Inc 1,359 1,359 UNCH 0.00%
Steigerwald Gordon & Koch Inc. 7,538 7,538 UNCH 0.00%
Ariston Services Group 144,073 144,073 UNCH 0.00%
MinichMacGregor Wealth Management LLC 2,164 2,164 UNCH 0.00%
Hurlow Wealth Management Group Inc. 2,713 2,713 UNCH 0.00%
Essex Savings Bank 17,967 17,967 UNCH 0.00%
Criterion Capital Advisors LLC 437 437 UNCH 0.00%
Lindbrook Capital LLC 8,927 8,927 UNCH 0.00%
HBW Advisory Services LLC 71,859 71,859 UNCH 0.00%
Pacifica Partners Inc. 504 504 UNCH 0.00%
Tsfg LLC 969 969 UNCH 0.00%
S.A. Mason LLC 4,023 4,023 UNCH 0.00%
Lion Street Advisors LLC 30,213 30,213 UNCH 0.00%
Capital Advisory Group Advisory Services LLC 1,878 1,878 UNCH 0.00%
Center for Financial Planning Inc. 1,831 1,831 UNCH 0.00%
Davis Capital Management 94 94 UNCH 0.00%
Aaron Wealth Advisors 3,341 3,341 UNCH 0.00%
Waypoint Wealth Partners Inc. 3,547 3,547 UNCH 0.00%
Southern Farm Bureau Life Insurance 200,033 200,033 UNCH 0.00%
Wolff Wiese Magana LLC 467 467 UNCH 0.00%
Heritage Wealth Management LLC 3,813 3,813 UNCH 0.00%
Prosperity Planning Inc. 2,084 2,084 UNCH 0.00%
West Financial Advisors LLC 934 934 UNCH 0.00%
Avenue 1 Advisors LLC 4,162 4,162 UNCH 0.00%
Collective Family Office LLC 17,977 17,977 UNCH 0.00%
FOCUS Wealth Advisors LLC 6,106 6,106 UNCH 0.00%
Childress Capital Advisors LLC 44,358 44,358 UNCH 0.00%
Piscataqua Savings Bank 29 29 UNCH 0.00%
Bank of New Hampshire 562 562 UNCH 0.00%
Newbridge Financial Services Group Inc. 535 535 UNCH 0.00%
Blodgett Wealth Advisors LLC 2,107 2,107 UNCH 0.00%
Ameliora Wealth Management Ltd. 3,119 3,119 UNCH 0.00%
Fingerlakes Wealth Management Inc. 5,133 5,133 UNCH 0.00%
Marion Wealth Management 2,570 2,570 UNCH 0.00%
Byrne Asset Management LLC 369 369 UNCH 0.00%
Ulland Investment Advisors LLC 235 235 UNCH 0.00%
Nilsine Partners LLC 5,319 5,319 UNCH 0.00%
My Personal CFO LLC 17,165 17,165 UNCH 0.00%
Armstrong Advisory Group Inc. 21,094 21,094 UNCH 0.00%
GDS Wealth Management 1,940 1,940 UNCH 0.00%
Cyndeo Wealth Partners LLC 3,133 3,133 UNCH 0.00%
Summa Corp. 4,700 4,700 UNCH 0.00%
Creative Capital Management Investments LLC 413 413 UNCH 0.00%
Tanglewood Legacy Advisors LLC 4,100 4,100 UNCH 0.00%
McCarthy Grittinger Financial Group LLC 2,872 2,872 UNCH 0.00%
Sebold Capital Management Inc. 4,249 4,249 UNCH 0.00%
CGC Financial Services LLC 161 161 UNCH 0.00%
Halpern Financial Inc. 307 307 UNCH 0.00%
HTLF Bank 10,729 10,729 UNCH 0.00%
Arbor Wealth Advisors LLC 4,909 4,909 UNCH 0.00%
Wynn Capital LLC 1,892 1,892 UNCH 0.00%
GAMMA Investing LLC 101 101 UNCH 0.00%
Voisard Asset Management Group Inc. 811 811 UNCH 0.00%
FF Advisors LLC 14,228 14,228 UNCH 0.00%
Financial Synergies Wealth Advisors Inc. 1,700 1,700 UNCH 0.00%
13F Filers Decreasing VYM Share Count
Coastal Investment Advisors Inc. 10,593 93 -10,500 -99.12%
ST Germain D J Co. Inc. 1,788 169 -1,619 -90.55%
Mid American Wealth Advisory Group Inc. 25,635 3,905 -21,730 -84.77%
Coston McIsaac & Partners 678 181 -497 -73.30%
Portside Wealth Group LLC 8,018 2,219 -5,799 -72.32%
Octavia Wealth Advisors LLC 208,292 69,578 -138,714 -66.60%
OneAscent Financial Services LLC 205,277 71,637 -133,640 -65.10%
Sightline Wealth Advisors LLC 11,035 4,194 -6,841 -61.99%
Thomasville National Bank 7,252 2,914 -4,338 -59.82%
Gunma Bank Ltd. 46,000 20,000 -26,000 -56.52%
Redmont Wealth Advisors LLC 7,627 3,341 -4,286 -56.20%
Advisor Resource Council 38,423 18,569 -19,854 -51.67%
Trinity Legacy Partners LLC 20,884 10,153 -10,731 -51.38%
Congress Wealth Management LLC DE 11,352 5,898 -5,454 -48.04%
Gradient Investments LLC 1,647 882 -765 -46.45%
Financial Life Advisors 5,776 3,139 -2,637 -45.65%
SJS Investment Consulting Inc. 1,036 566 -470 -45.37%
Tempus Wealth Planning LLC 24,789 13,679 -11,110 -44.82%
New England Professional Planning Group Inc. 5,951 3,325 -2,626 -44.13%
Stratos Wealth Advisors LLC 35,011 20,429 -14,582 -41.65%
Clearview Wealth Advisors LLC 4,590 2,869 -1,721 -37.49%
River Street Advisors LLC 14,232 8,923 -5,309 -37.30%
Nicholas Hoffman & Company LLC. 2,966 1,939 -1,027 -34.63%
Bridgewealth Advisory Group LLC 46,376 30,989 -15,387 -33.18%
Altfest L J & Co. Inc. 7,139 4,874 -2,265 -31.73%
Burke & Herbert Bank & Trust Co. 25,474 18,130 -7,344 -28.83%
Mezzasalma Advisors LLC 7,112 5,161 -1,951 -27.43%
Massmutual Trust Co. FSB ADV 1,845 1,347 -498 -26.99%
Capital Investment Advisors LLC 3,740 2,751 -989 -26.44%
Wheelhouse Advisory Group LLC 2,303 1,724 -579 -25.14%
Arden Trust Co 2,698 2,025 -673 -24.94%
PSI Advisors LLC 602 463 -139 -23.09%
Montecito Bank & Trust 38,593 29,711 -8,882 -23.01%
First Merchants Corp 24,543 18,965 -5,578 -22.73%
Integrated Investment Consultants LLC 16,596 12,882 -3,714 -22.38%
Investment Research & Advisory Group Inc. 33 26 -7 -21.21%
Keystone Wealth Services LLC 6,533 5,271 -1,262 -19.32%
Capital Advisors Wealth Management LLC 132,694 107,480 -25,214 -19.00%
PayPay Securities Corp 189 155 -34 -17.99%
Channel Wealth LLC 3,835 3,183 -652 -17.00%
Fragasso Group Inc. 9,585 7,957 -1,628 -16.98%
Verum Partners LLC 7,773 6,467 -1,306 -16.80%
Columbus Macro LLC 17,500 14,600 -2,900 -16.57%
LifePro Asset Management 5,822 4,858 -964 -16.56%
Aurora Private Wealth Inc. 2,697 2,269 -428 -15.87%
Fiduciary Alliance LLC 3,987 3,364 -623 -15.63%
Sunburst Financial Group LLC 94,488 80,151 -14,337 -15.17%
Chicago Partners Investment Group LLC 10,663 9,101 -1,562 -14.65%
IAG Wealth Partners LLC 615 525 -90 -14.63%
Brown Advisory Inc. 96,190 82,268 -13,922 -14.47%
Ehrlich Financial Group 2,126 1,820 -306 -14.39%
KLR Investment Advisors LLC 7,848 6,800 -1,048 -13.35%
Bowman & Co S.C. 26,600 23,140 -3,460 -13.01%
Financial Freedom LLC 3,151 2,764 -387 -12.28%
Cornerstone Wealth Group LLC 6,590 5,787 -803 -12.19%
Relyea Zuckerberg Hanson LLC 11,886 10,451 -1,435 -12.07%
Global Retirement Partners LLC 68,801 60,699 -8,102 -11.78%
Means Investment CO. Inc. 78,305 69,155 -9,150 -11.69%
Confluence Wealth Services Inc. 24,588 21,720 -2,868 -11.66%
Cornell Pochily Investment Advisors Inc. 32,901 29,299 -3,602 -10.95%
SignalPoint Asset Management LLC 5,961 5,326 -635 -10.65%
Latitude Advisors LLC 1,958 1,752 -206 -10.52%
Acropolis Investment Management LLC 2,902 2,601 -301 -10.37%
NBT Bank N A NY 2,777 2,491 -286 -10.30%
Chatham Capital Group Inc. 7,395 6,655 -740 -10.01%
Apella Capital LLC 6,522 5,870 -652 -10.00%
Aurum Wealth Management Group LLC 10,698 9,669 -1,029 -9.62%
Monticello Wealth Management LLC 24,300 22,039 -2,261 -9.30%
Everett Harris & Co. CA 37,035 33,608 -3,427 -9.25%
Red Tortoise LLC 14,584 13,240 -1,344 -9.22%
Cooper Financial Group 2,082 1,891 -191 -9.17%
GSG Advisors LLC 239,894 217,989 -21,905 -9.13%
Register Financial Advisors LLC 5,695 5,175 -520 -9.13%
Caldwell Sutter Capital Inc. 1,615 1,470 -145 -8.98%
Wealth Management Partners LLC 38,159 34,781 -3,378 -8.85%
Newton One Investments LLC 2,295 2,093 -202 -8.80%
Alaska Permanent Capital Management 41,426 37,885 -3,541 -8.55%
Pure Financial Advisors Inc. 1,914 1,751 -163 -8.52%
United Asset Strategies Inc. 2,550 2,335 -215 -8.43%
LVW Advisors LLC 11,867 10,892 -975 -8.22%
Silverlake Wealth Management LLC 15,205 13,962 -1,243 -8.17%
AlphaCentric Advisors LLC 3,358 3,088 -270 -8.04%
Donaldson Capital Management LLC 34,343 31,585 -2,758 -8.03%
Trinity Financial Advisors LLC 58,163 53,572 -4,591 -7.89%
Legacy Private Trust Co. 4,010 3,696 -314 -7.83%
Parsons Capital Management Inc. RI 36,413 33,569 -2,844 -7.81%
Triumph Capital Management 3,941 3,656 -285 -7.23%
SNS Financial Group LLC 2,716 2,523 -193 -7.11%
Sigma Investment Counselors Inc. 90,740 84,637 -6,103 -6.73%
Farmers & Merchants Investments Inc. 3,041 2,838 -203 -6.68%
Chaney Capital Management Inc. 57,838 54,005 -3,833 -6.63%
First National Bank Sioux Falls 6,934 6,484 -450 -6.49%
Wealthcare Advisory Partners LLC 128,014 119,773 -8,241 -6.44%
RWM Asset Management LLC 160,445 150,347 -10,098 -6.29%
Stephens Consulting LLC 6,528 6,118 -410 -6.28%
Bremer Bank National Association 17,528 16,439 -1,089 -6.21%
Woodmont Investment Counsel LLC 80,405 75,420 -4,985 -6.20%
Chapin Davis Inc. 3,031 2,845 -186 -6.14%
Clarity Financial LLC 10,345 9,749 -596 -5.76%
Disciplined Investments LLC 3,164 2,982 -182 -5.75%
Private Trust Co. NA 14,326 13,505 -821 -5.73%
Keystone Financial Planning Inc. 26,943 25,409 -1,534 -5.69%
Park National Corp OH 10,785 10,178 -607 -5.63%
SOL Capital Management CO 6,255 5,905 -350 -5.60%
Advance Capital Management Inc. 5,397 5,097 -300 -5.56%
Garrett Investment Advisors LLC 10,276 9,710 -566 -5.51%
Agate Pass Investment Management LLC 3,128 2,958 -170 -5.43%
Chemistry Wealth Management LLC 3,244 3,070 -174 -5.36%
Lake Hills Wealth Management LLC 17,584 16,643 -941 -5.35%
Appleton Partners Inc. MA 2,573 2,437 -136 -5.29%
CENTRAL TRUST Co 178,757 169,677 -9,080 -5.08%
AdvisorNet Financial Inc 16,667 15,847 -820 -4.92%
Capstone Wealth Management Group LLC 92,789 88,238 -4,551 -4.90%
Cypress Wealth Services LLC 50,629 48,203 -2,426 -4.79%
SeaCrest Wealth Management LLC 4,222 4,023 -199 -4.71%
Flagship Harbor Advisors LLC 73,745 70,443 -3,302 -4.48%
MGO Private Wealth LLC 4,326 4,135 -191 -4.42%
Northwest Investment Counselors LLC 3,512 3,357 -155 -4.41%
Burkett Financial Services LLC 13,799 13,207 -592 -4.29%
Clarity Wealth Advisors LLC 3,500 3,352 -148 -4.23%
McGlone Suttner Wealth Management Inc. 45,558 43,658 -1,900 -4.17%
Burns J W & Co. Inc. NY 32,476 31,121 -1,355 -4.17%
Unison Advisors LLC 134,387 128,896 -5,491 -4.09%
OLD National Bancorp IN 200,927 192,788 -8,139 -4.05%
Baker Ellis Asset Management LLC 160,917 154,448 -6,469 -4.02%
Duncker Streett & Co. Inc. 15,410 14,793 -617 -4.00%
McNamara Financial Services Inc. 16,017 15,381 -636 -3.97%
Leavell Investment Management Inc. 17,738 17,050 -688 -3.88%
Forza Wealth Management LLC 25,380 24,400 -980 -3.86%
Apeiron RIA LLC 119,071 114,510 -4,561 -3.83%
Telos Capital Management Inc. 42,405 40,788 -1,617 -3.81%
Romano Brothers AND Company 85,271 82,111 -3,160 -3.71%
Fifth Third Bancorp 14,979 14,430 -549 -3.67%
MONECO Advisors LLC 4,346 4,187 -159 -3.66%
Hengehold Capital Management LLC 4,644 4,474 -170 -3.66%
First Hawaiian Bank 182,404 175,731 -6,673 -3.66%
Soundmark Wealth Management LLC 13,769 13,299 -470 -3.41%
Nations Financial Group Inc. IA ADV 153,791 148,704 -5,087 -3.31%
Willis Johnson & Associates Inc. 7,307 7,072 -235 -3.22%
Montis Financial LLC 213,533 206,852 -6,681 -3.13%
Country Club Bank GFN 84,126 81,616 -2,510 -2.98%
Armor Investment Advisors LLC 63,533 61,668 -1,865 -2.94%
Lowe Wealth Advisors LLC 29,945 29,070 -875 -2.92%
Norway Savings Bank 17,579 17,067 -512 -2.91%
Bouchey Financial Group Ltd 17,454 16,954 -500 -2.86%
Johnson Bixby & Associates LLC 5,810 5,645 -165 -2.84%
Measured Wealth Private Client Group LLC 134,247 130,429 -3,818 -2.84%
Oxler Private Wealth LLC 55,098 53,651 -1,447 -2.63%
Wealthstar Advisors LLC 4,687 4,567 -120 -2.56%
Cambridge Investment Research Advisors Inc. 790,872 770,990 -19,882 -2.51%
HF Advisory Group LLC 2,868 2,800 -68 -2.37%
McAlister Sweet & Associates Inc. 5,819 5,682 -137 -2.35%
SOA Wealth Advisors LLC. 4,594 4,490 -104 -2.26%
Twelve Points Wealth Management LLC 3,056 2,989 -67 -2.19%
MCF Advisors LLC 12,420 12,148 -272 -2.19%
Twele Capital Management Inc. 302,072 295,808 -6,264 -2.07%
Stillwater Capital Advisors LLC 58,093 56,899 -1,194 -2.06%
Rockland Trust Co. 36,943 36,212 -731 -1.98%
Weitzel Financial Services Inc. 3,382 3,317 -65 -1.92%
Integrity Wealth Solutions LLC 20,852 20,463 -389 -1.87%
Wesbanco Bank Inc. 3,631 3,563 -68 -1.87%
Archford Capital Strategies LLC 23,396 22,968 -428 -1.83%
Von Berge Wealth Management Group LLC 2,412 2,368 -44 -1.82%
Dumont & Blake Investment Advisors LLC 47,027 46,186 -841 -1.79%
Detalus Advisors LLC 4,756 4,675 -81 -1.70%
Webster Bank N. A. 16,209 15,940 -269 -1.66%
Market Street Wealth Management Advisors LLC 2,424 2,384 -40 -1.65%
Cornerstone Wealth Management LLC 9,243 9,092 -151 -1.63%
West Coast Financial LLC 3,204 3,152 -52 -1.62%
Jeppson Wealth Management LLC 1,868 1,838 -30 -1.61%
tru Independence LLC 38,249 37,639 -610 -1.59%
MBE Wealth Management LLC 4,342 4,275 -67 -1.54%
Carmichael Hill & Associates Inc. 31,136 30,667 -469 -1.51%
RFG Advisory LLC 18,079 17,814 -265 -1.47%
Monterey Private Wealth Inc. 3,080 3,036 -44 -1.43%
Bogart Wealth LLC 9,277 9,154 -123 -1.33%
Bay Rivers Group 5,031 4,971 -60 -1.19%
Aspiriant LLC 8,579 8,477 -102 -1.19%
Asset Dedication LLC 5,161 5,101 -60 -1.16%
TrueWealth Advisors LLC 4,063 4,021 -42 -1.03%
DeDora Capital Inc. 212,497 210,382 -2,115 -1.00%
Shulman DeMeo Asset Management LLC 4,015 3,976 -39 -0.97%
Eudaimonia Advisors LLC 6,023 5,965 -58 -0.96%
Anderson Fisher LLC 236,672 234,432 -2,240 -0.95%
Regions Financial Corp 224,993 223,134 -1,859 -0.83%
waypoint wealth counsel 73,367 72,766 -601 -0.82%
Investors Asset Management of Georgia Inc. GA ADV 14,360 14,244 -116 -0.81%
Signet Financial Management LLC 27,643 27,437 -206 -0.75%
Park Avenue Securities LLC 61,894 61,429 -465 -0.75%
Bfsg LLC 6,726 6,676 -50 -0.74%
Raymond James & Associates 3,406,701 3,383,010 -23,691 -0.70%
180 Wealth Advisors LLC 63,752 63,323 -429 -0.67%
Astoria Portfolio Advisors LLC. 3,298 3,277 -21 -0.64%
BKD Wealth Advisors LLC 91,559 90,984 -575 -0.63%
BCS Wealth Management 3,250 3,230 -20 -0.62%
First PREMIER Bank 54,294 53,985 -309 -0.57%
Triangle Securities Wealth Management 29,231 29,065 -166 -0.57%
Atticus Wealth Management LLC 28,779 28,618 -161 -0.56%
Grimes & Company Inc. 14,872 14,790 -82 -0.55%
WASHINGTON TRUST Co 236,969 235,811 -1,158 -0.49%
Sageworth Trust Co 44,965 44,747 -218 -0.48%
Norwood Financial Corp 5,304 5,279 -25 -0.47%
Allworth Financial LP 669,325 666,513 -2,812 -0.42%
Northstar Group Inc. 18,806 18,731 -75 -0.40%
Bristlecone Advisors LLC 15,544 15,483 -61 -0.39%
Courage Miller Partners LLC 7,166 7,138 -28 -0.39%
Wolff Financial Management LLC 204,263 203,527 -736 -0.36%
Lake Street Financial LLC 1,998 1,991 -7 -0.35%
Financial Perspectives Inc 134,186 133,735 -451 -0.34%
Raymond James Financial Services Advisors Inc. 4,059,220 4,047,824 -11,396 -0.28%
Natixis Advisors L.P. 85,657 85,421 -236 -0.28%
Madrona Financial Services LLC 3,127 3,119 -8 -0.26%
Sandbox Financial Partners LLC 3,943 3,935 -8 -0.20%
Benchmark Wealth Management LLC 251,649 251,171 -478 -0.19%
Harbor Investment Advisory LLC 16,981 16,956 -25 -0.15%
Brookstone Capital Management 67,772 67,674 -98 -0.14%
Private Ocean LLC 1,505 1,503 -2 -0.13%
Sage Investment Advisers LLC 8,329 8,320 -9 -0.11%
Galvin Gaustad & Stein LLC 2,002 2,000 -2 -0.10%
LexAurum Advisors LLC 8,151 8,143 -8 -0.10%
Compass Financial Group INC SD 8,948 8,943 -5 -0.06%
Lbmc Investment Advisors LLC 117,696 117,621 -75 -0.06%
Tritonpoint Wealth LLC 45,995 45,975 -20 -0.04%
Scott Capital Advisors LLC 10,694 10,690 -4 -0.04%
Papp L Roy & Associates 3,214 3,213 -1 -0.03%
Simon Quick Advisors LLC 32,530 32,526 -4 -0.01%
Bank of New York Mellon Corp 129,272 129,255 -17 -0.01%
13F Filers Exiting VYM
Cooksen Wealth LLC 1,213 0 -1,213 -100.00%
BKM Wealth Management LLC 586,834 0 -586,834 -100.00%
Waterway Wealth Management LLC 4,893 0 -4,893 -100.00%
Rockwood Wealth Management LLC 2,215 0 -2,215 -100.00%
CIC Wealth LLC 10,136 0 -10,136 -100.00%
Oak Hill Wealth Advisors LLC 180,746 0 -180,746 -100.00%
Safeguard Financial LLC 1,809 0 -1,809 -100.00%
Independent Wealth Network Inc. 15,292 0 -15,292 -100.00%
Elk River Wealth Management LLC 4,669 0 -4,669 -100.00%
Annapolis Financial Services LLC 661 0 -661 -100.00%
Tennessee Valley Asset Management Partners 516 0 -516 -100.00%
Emerald Advisors LLC 2,251 0 -2,251 -100.00%
Charles Schwab Trust Co 5,104 0 -5,104 -100.00%
Carolina Wealth Advisors LLC 9 0 -9 -100.00%
Curated Wealth Partners LLC 37,634 0 -37,634 -100.00%
Inscription Capital LLC 1,933 0 -1,933 -100.00%
RHS Financial LLC 2,675 0 -2,675 -100.00%
Strategic Investment Advisors MI 9,561 0 -9,561 -100.00%
Taddei Ludwig & Associates Inc. 1,946 0 -1,946 -100.00%
Versant Capital Management Inc 5,245 0 -5,245 -100.00%
WoodTrust Financial Corp 4,149 0 -4,149 -100.00%
Meridian Wealth Management LLC 20,546 0 -20,546 -100.00%
Richardson Capital Management LLC 3,622 0 -3,622 -100.00%
Halbert Hargrove Global Advisors LLC 3,590 0 -3,590 -100.00%
Arlington Partners LLC 362,097 0 -362,097 -100.00%
Willis Investment Counsel 1,854 0 -1,854 -100.00%

See Summary: Institutional Holders of VYM
See Details: Top 10 Hedge Funds Holding VYM

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