There is a long list of 490 institutional holders of VYMI 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 VYMI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VYMI table below, the initial column indicates the name of each top institutional holder of VYMI, with a link to that fund's top holdings. The next columns indicate the amount of VYMI stock held by each of the institutional holders of VYMI, followed by the VYMI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 3,933,945 | $261,568 | 12/31/2023 |
VYMI | 3,933,945 | $261,568 | 12/31/2023 |
Bank of America Corp DE | 3,301,805 | $219,537 | 12/31/2023 |
VYMI | 3,301,805 | $219,537 | 12/31/2023 |
Jane Street Group LLC | 2,703,182 | $179,735 | 12/31/2023 |
VYMI | 2,703,182 | $179,735 | 12/31/2023 |
Orgel Wealth Management LLC | 2,434,088 | $167,465 | 03/31/2024 |
VYMI | 2,434,088 | $167,465 | 03/31/2024 |
Wells Fargo & Company MN | 1,678,729 | $111,619 | 12/31/2023 |
VYMI | 1,678,729 | $111,619 | 12/31/2023 |
Charles Schwab Investment Advisory Inc. | 1,609,092 | $106,989 | 12/31/2023 |
VYMI | 1,609,092 | $106,989 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,584,045 | $105,323 | 12/31/2023 |
VYMI | 1,584,045 | $105,323 | 12/31/2023 |
Ameriprise Financial Inc. | 1,367,210 | $91,075 | 12/31/2023 |
VYMI | 1,367,210 | $91,075 | 12/31/2023 |
LPL Financial LLC | 1,251,953 | $83,242 | 12/31/2023 |
VYMI | 1,251,953 | $83,242 | 12/31/2023 |
UBS Group AG | 1,161,805 | $77,248 | 12/31/2023 |
VYMI | 1,161,805 | $77,248 | 12/31/2023 |
Royal Bank of Canada | 1,030,275 | $68,505 | 12/31/2023 |
VYMI | 1,030,275 | $68,505 | 12/31/2023 |
CWM LLC | 750,871 | $51,660 | 03/31/2024 |
VYMI | 750,871 | $51,660 | 03/31/2024 |
Confluence Wealth Services Inc. | 684,662 | $45,523 | 12/31/2023 |
VYMI | 684,662 | $45,523 | 12/31/2023 |
Sageworth Trust Co | 658,127 | $45,279 | 03/31/2024 |
VYMI | 658,127 | $45,279 | 03/31/2024 |
State of Wisconsin Board of Commissioners of Public Lands | 648,058 | $43,089 | 12/31/2023 |
VYMI | 648,058 | $43,089 | 12/31/2023 |
Creative Planning | 645,112 | $42,893 | 12/31/2023 |
VYMI | 645,112 | $42,893 | 12/31/2023 |
Bank of Hawaii | 570,477 | $37,931 | 12/31/2023 |
VYMI | 570,477 | $37,931 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 510,118 | $33,918 | 12/31/2023 |
VYMI | 510,118 | $33,918 | 12/31/2023 |
First Hawaiian Bank | 433,735 | $29,841 | 03/31/2024 |
VYMI | 433,735 | $29,841 | 03/31/2024 |
Commonwealth Equity Services LLC | 386,077 | $25,670 | 12/31/2023 |
VYMI | 386,077 | $25,670 | 12/31/2023 |
Barry Investment Advisors LLC | 371,833 | $25,582 | 03/31/2024 |
VYMI | 371,833 | $25,582 | 03/31/2024 |
Equitable Holdings Inc. | 384,623 | $25,574 | 12/31/2023 |
VYMI | 384,623 | $25,574 | 12/31/2023 |
Summit Financial Wealth Advisors LLC | 381,421 | $25,361 | 12/31/2023 |
VYMI | 381,421 | $25,361 | 12/31/2023 |
JPMorgan Chase & Co. | 361,436 | $24,032 | 12/31/2023 |
VYMI | 361,436 | $24,032 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 346,192 | $23,818 | 03/31/2024 |
VYMI | 346,192 | $23,818 | 03/31/2024 |
Arlington Trust Co LLC | 343,047 | $23,602 | 03/31/2024 |
VYMI | 343,047 | $23,602 | 03/31/2024 |
Signature Estate & Investment Advisors LLC | 333,359 | $22,165 | 12/31/2023 |
VYMI | 333,359 | $22,165 | 12/31/2023 |
Quaker Wealth Management LLC | 326,445 | $21,705 | 12/31/2023 |
VYMI | 326,445 | $21,705 | 12/31/2023 |
Capital Advantage Inc. | 295,993 | $19,681 | 12/31/2023 |
VYMI | 295,993 | $19,681 | 12/31/2023 |
Roble Belko & Company Inc | 281,960 | $19,399 | 03/31/2024 |
VYMI | 281,960 | $19,399 | 03/31/2024 |
HighTower Advisors LLC | 286,479 | $19,052 | 12/31/2023 |
VYMI | 286,479 | $19,052 | 12/31/2023 |
American Investment Services Inc. | 273,631 | $18,194 | 12/31/2023 |
VYMI | 273,631 | $18,194 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 264,056 | $17,557 | 12/31/2023 |
VYMI | 264,056 | $17,557 | 12/31/2023 |
The PNC Financial Services Group Inc. | 255,352 | $16,978 | 12/31/2023 |
VYMI | 255,352 | $16,978 | 12/31/2023 |
Capital Investment Advisors LLC | 245,456 | $16,887 | 03/31/2024 |
VYMI | 245,456 | $16,887 | 03/31/2024 |
Connectus Wealth LLC | 241,033 | $16,026 | 12/31/2023 |
VYMI | 241,033 | $16,026 | 12/31/2023 |
Advisor Group Holdings Inc. | 238,972 | $15,892 | 12/31/2023 |
VYMI | 238,972 | $15,892 | 12/31/2023 |
Strategic Point Investment Advisors LLC | 234,553 | $15,595 | 12/31/2023 |
VYMI | 234,553 | $15,595 | 12/31/2023 |
Jones Financial Companies Lllp | 229,367 | $15,251 | 12/31/2023 |
VYMI | 229,367 | $15,251 | 12/31/2023 |
Truist Financial Corp | 223,999 | $14,894 | 12/31/2023 |
VYMI | 223,999 | $14,894 | 12/31/2023 |
Hamilton Wealth LLC | 219,950 | $14,625 | 12/31/2023 |
VYMI | 219,950 | $14,625 | 12/31/2023 |
SWAN Capital LLC | 214,965 | $14,293 | 12/31/2023 |
VYMI | 214,965 | $14,293 | 12/31/2023 |
Stifel Financial Corp | 208,560 | $13,867 | 12/31/2023 |
VYMI | 208,560 | $13,867 | 12/31/2023 |
Main Line Retirement Advisors LLC | 200,977 | $13,823 | 03/31/2024 |
VYMI | 200,977 | $13,823 | 03/31/2024 |
Pathstone Holdings LLC | 207,129 | $13,772 | 12/31/2023 |
VYMI | 207,129 | $13,772 | 12/31/2023 |
LS Investment Advisors LLC | 206,662 | $13,741 | 12/31/2023 |
VYMI | 206,662 | $13,741 | 12/31/2023 |
Kwmg LLC | 183,714 | $12,639 | 03/31/2024 |
VYMI | 183,714 | $12,639 | 03/31/2024 |
OLD Mission Capital LLC | 189,848 | $12,623 | 12/31/2023 |
VYMI | 189,848 | $12,623 | 12/31/2023 |
Baird Financial Group Inc. | 189,485 | $12,599 | 12/31/2023 |
VYMI | 189,485 | $12,599 | 12/31/2023 |
Rockefeller Capital Management L.P. | 187,425 | $12,462 | 12/31/2023 |
VYMI | 187,425 | $12,462 | 12/31/2023 |
See All: Funds Holding VYMI
See Details: Top 10 Hedge Funds Holding VYMI
Also See: VYMI Holdings Changes
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