Explore more topics
Public ownership evidence

Vanguard High Dividend Yield ETF (VYM) Ownership Disclosures

Read VYM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-298,353$1,320,025None
Cornerstone Financial Management LLC2026-03-312026-08-298,651$1,281,187None
Cornerstone Financial Management LLC2025-12-312026-08-299,358$1,343,034None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2930,264$3,902,876None
Corient Private Wealth LP2026-06-302026-08-28701,058$110,788,582None
Redwood Investment Management, LLC2024-12-312026-08-282,236$285,000None
Redwood Investment Management, LLC2025-03-312026-08-282,222$286,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,952$308,475None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,076$307,456None
Legacy Edge Advisors, LLC2025-09-302026-08-273,713$523,351None
Principia Wealth Advisory, LLC2026-06-302026-08-272,635$416,409None
Principia Wealth Advisory, LLC2026-03-312026-08-272,700$399,264None
Dakota Wealth Management2025-09-302026-08-2713,319$1,877,342None
Dakota Wealth Management2025-12-312026-08-2711,819$1,696,204None
Dakota Wealth Management2026-03-312026-08-279,588$1,419,923None
Redwood Investment Management, LLC2025-06-302026-08-272,219$296,000None
Redwood Investment Management, LLC2025-09-302026-08-272,539$358,000None
Redwood Investment Management, LLC2025-12-312026-08-272,532$363,000None
Advus Financial Partners, LLC2026-06-302026-08-262,227$351,894None
Advus Financial Partners, LLC2026-03-312026-08-262,325$344,319None
Advus Financial Partners, LLC2025-12-312026-08-262,314$332,071None
Advus Financial Partners, LLC2025-09-302026-08-262,301$324,375None
Advus Financial Partners, LLC2025-06-302026-08-262,290$305,301None
Advus Financial Partners, LLC2025-03-312026-08-262,278$293,762None
Advus Financial Partners, LLC2024-12-312026-08-262,266$289,091None
Advus Financial Partners, LLC2024-09-302026-08-262,252$288,702None
Advus Financial Partners, LLC2024-06-302026-08-262,240$265,642None
Advus Financial Partners, LLC2024-03-312026-08-262,222$268,793None
Advus Financial Partners, LLC2023-12-312026-08-262,171$242,349None
Financial Insights, Inc.2026-06-302026-08-2614,068$2,223,166None
Kirkwood Financial Services2026-06-302026-08-263,137$495,756None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-268,660$1,368,541None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-267,663$1,134,885None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-269,070$1,433,329None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,610$254,349None
Rehmann Capital Advisory Group2026-06-302026-08-2135,849$5,667,774None
Jackson Wealth Management, LLC2026-06-302026-08-211,948$308,000None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-211,847$291,881None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21597$94,344None
Kingsview Wealth Management, LLC2026-06-302026-08-20120,747$19,081,680None
Archer Investment Corp2026-06-302026-08-208,038$1,270,193None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20160$25,285None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2012,677$2,003,345None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,883,738$455,717,060None
Sankala Group LLC2026-06-302026-08-191,788$296,424None
Beacon Pointe Advisors, LLC2026-06-302026-08-19336,885$53,237,930None
Copia Wealth Management2026-06-302026-08-191,742$275,288None
Strait & Sound Wealth Management LLC2026-06-302026-08-191,508$238,240None
JDM Financial Group LLC2026-06-302026-08-19777$122,738None
Leo H. Evart, Inc.2026-06-302026-08-193,295$520,684None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.