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Institutional Holders of VYMI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,933,945$261,568 12/31/2023
     VYMI3,933,945$261,568 12/31/2023
Bank of America Corp DE3,301,805$219,537 12/31/2023
     VYMI3,301,805$219,537 12/31/2023
Jane Street Group LLC2,703,182$179,735 12/31/2023
     VYMI2,703,182$179,735 12/31/2023
Orgel Wealth Management LLC2,434,088$167,465 03/31/2024
     VYMI2,434,088$167,465 03/31/2024
Wells Fargo & Company MN1,678,729$111,619 12/31/2023
     VYMI1,678,729$111,619 12/31/2023
Charles Schwab Investment Advisory Inc.1,609,092$106,989 12/31/2023
     VYMI1,609,092$106,989 12/31/2023
Envestnet Asset Management Inc.1,584,045$105,323 12/31/2023
     VYMI1,584,045$105,323 12/31/2023
Ameriprise Financial Inc.1,367,210$91,075 12/31/2023
     VYMI1,367,210$91,075 12/31/2023
LPL Financial LLC1,251,953$83,242 12/31/2023
     VYMI1,251,953$83,242 12/31/2023
UBS Group AG1,161,805$77,248 12/31/2023
     VYMI1,161,805$77,248 12/31/2023
Royal Bank of Canada1,030,275$68,505 12/31/2023
     VYMI1,030,275$68,505 12/31/2023
CWM LLC750,871$51,660 03/31/2024
     VYMI750,871$51,660 03/31/2024
Confluence Wealth Services Inc.684,662$45,523 12/31/2023
     VYMI684,662$45,523 12/31/2023
Sageworth Trust Co658,127$45,279 03/31/2024
     VYMI658,127$45,279 03/31/2024
State of Wisconsin Board of Commissioners of Public Lands648,058$43,089 12/31/2023
     VYMI648,058$43,089 12/31/2023
Creative Planning645,112$42,893 12/31/2023
     VYMI645,112$42,893 12/31/2023
Bank of Hawaii570,477$37,931 12/31/2023
     VYMI570,477$37,931 12/31/2023
Raymond James Financial Services Advisors Inc.510,118$33,918 12/31/2023
     VYMI510,118$33,918 12/31/2023
First Hawaiian Bank433,735$29,841 03/31/2024
     VYMI433,735$29,841 03/31/2024
Commonwealth Equity Services LLC386,077$25,670 12/31/2023
     VYMI386,077$25,670 12/31/2023
Barry Investment Advisors LLC371,833$25,582 03/31/2024
     VYMI371,833$25,582 03/31/2024
Equitable Holdings Inc.384,623$25,574 12/31/2023
     VYMI384,623$25,574 12/31/2023
Summit Financial Wealth Advisors LLC381,421$25,361 12/31/2023
     VYMI381,421$25,361 12/31/2023
JPMorgan Chase & Co.361,436$24,032 12/31/2023
     VYMI361,436$24,032 12/31/2023
Procyon Private Wealth Partners LLC346,192$23,818 03/31/2024
     VYMI346,192$23,818 03/31/2024
Arlington Trust Co LLC343,047$23,602 03/31/2024
     VYMI343,047$23,602 03/31/2024
Signature Estate & Investment Advisors LLC333,359$22,165 12/31/2023
     VYMI333,359$22,165 12/31/2023
Quaker Wealth Management LLC326,445$21,705 12/31/2023
     VYMI326,445$21,705 12/31/2023
Capital Advantage Inc.295,993$19,681 12/31/2023
     VYMI295,993$19,681 12/31/2023
Roble Belko & Company Inc281,960$19,399 03/31/2024
     VYMI281,960$19,399 03/31/2024
HighTower Advisors LLC286,479$19,052 12/31/2023
     VYMI286,479$19,052 12/31/2023
American Investment Services Inc.273,631$18,194 12/31/2023
     VYMI273,631$18,194 12/31/2023
Envestnet Portfolio Solutions Inc.264,056$17,557 12/31/2023
     VYMI264,056$17,557 12/31/2023
The PNC Financial Services Group Inc.255,352$16,978 12/31/2023
     VYMI255,352$16,978 12/31/2023
Capital Investment Advisors LLC245,456$16,887 03/31/2024
     VYMI245,456$16,887 03/31/2024
Connectus Wealth LLC241,033$16,026 12/31/2023
     VYMI241,033$16,026 12/31/2023
Advisor Group Holdings Inc.238,972$15,892 12/31/2023
     VYMI238,972$15,892 12/31/2023
Strategic Point Investment Advisors LLC234,553$15,595 12/31/2023
     VYMI234,553$15,595 12/31/2023
Jones Financial Companies Lllp229,367$15,251 12/31/2023
     VYMI229,367$15,251 12/31/2023
Truist Financial Corp223,999$14,894 12/31/2023
     VYMI223,999$14,894 12/31/2023
Hamilton Wealth LLC219,950$14,625 12/31/2023
     VYMI219,950$14,625 12/31/2023
SWAN Capital LLC214,965$14,293 12/31/2023
     VYMI214,965$14,293 12/31/2023
Stifel Financial Corp208,560$13,867 12/31/2023
     VYMI208,560$13,867 12/31/2023
Main Line Retirement Advisors LLC200,977$13,823 03/31/2024
     VYMI200,977$13,823 03/31/2024
Pathstone Holdings LLC207,129$13,772 12/31/2023
     VYMI207,129$13,772 12/31/2023
LS Investment Advisors LLC206,662$13,741 12/31/2023
     VYMI206,662$13,741 12/31/2023
Kwmg LLC183,714$12,639 03/31/2024
     VYMI183,714$12,639 03/31/2024
OLD Mission Capital LLC189,848$12,623 12/31/2023
     VYMI189,848$12,623 12/31/2023
Baird Financial Group Inc.189,485$12,599 12/31/2023
     VYMI189,485$12,599 12/31/2023
Rockefeller Capital Management L.P.187,425$12,462 12/31/2023
     VYMI187,425$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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