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VYM · Insider trading · 13F holders · Congress trades

Vanguard High Dividend Yield ETF (VYM)

Who is buying and selling VYM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
712
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
1

VYM at a glance

  • No open-market insider purchases or sales of VYM were filed in the last 90 days.
  • 712 13F filers hold VYM among their 50 largest positions, worth $13.3B combined, including David Katz. The biggest bets by portfolio weight are Martel Wealth Advisors LLC (18.5%), Reality Financial Planning Services, LLC (16.6%) and Charter Capital Management, LLC\DE (15.0%). In their latest 13Fs, 5 managers opened a new position and 97 added to one.
  • Members of Congress have disclosed 10 VYM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $15K–50K on Nov 2, 2022.
  • VYM last closed at $164.15 on Oct 30, 2026.

VYM insider trading

No open-market insider purchases or sales of VYM were filed in the last 90 days.

Who owns VYM? Hedge funds and superinvestors

712 13F filers hold VYM among their 50 largest positions, worth $13.3B combined, including David Katz. The biggest bets by portfolio weight are Martel Wealth Advisors LLC (18.5%), Reality Financial Planning Services, LLC (16.6%) and Charter Capital Management, LLC\DE (15.0%). In their latest 13Fs, 5 managers opened a new position and 97 added to one.

Superinvestors holding VYM: David Katz 1.5%

13F filers holding VYM
Manager% of portfolioValueSharesLast quarter13F
Raymond James Financial IncBroker-dealer0.3%$1.3B8,009,206+5.1% sharesQ2 2026
Creative PlanningWealth manager0.4%$606.0M3,834,889-0.1% sharesQ2 2026
Mercer Global Advisors Inc /advInvestment manager0.6%$455.7M2,883,738+6.5% sharesQ2 2026
Cetera Investment AdvisersWealth manager0.4%$446.1M2,823,051+4.6% sharesQ2 2026
Commonwealth Equity Services, LLCWealth manager0.5%$358.2M2,266,781-5.3% sharesQ2 2026
Vantagepoint Investment Advisers LLCHedge fund2.6%$348.7M2,246,463+2.8% sharesQ3 2026
Janney Montgomery Scott LLCWealth manager0.6%$309.5M1,958,777+0.5% sharesQ2 2026
Rakuten Investment Management, Inc.Asset manager0.8%$268.6M1,695,054-40.3% sharesQ2 2026
Pathstone Holdings, LLCWealth manager0.7%$225.2M1,425,288+1.9% sharesQ2 2026
SCS Capital Management LLCWealth manager2.1%$224.8M1,422,806-2.8% sharesQ2 2026
Kestra Advisory Services, LLCWealth manager0.6%$195.4M1,236,739-1.9% sharesQ2 2026
Howard Capital Management, LLCWealth manager2.1%$175.8M1,132,957+0.0% sharesQ3 2026
Cambridge Investment Research Advisors, Inc.Wealth manager0.4%$175.7M1,111,958+2.0% sharesQ2 2026
Joel Isaacson & Co., LLCWealth manager4.8%$166.5M1,053,342+1.3% sharesQ2 2026
D.a. Davidson & Co.Wealth manager0.8%$149.0M960,180+10.6% sharesQ3 2026
Arax Advisory PartnersWealth manager0.9%$131.1M829,634—Q2 2026
Wharton Business Group, LLCWealth manager4.3%$129.7M820,989-7.7% sharesQ2 2026
Florida Trust Wealth Management CoWealth manager3.1%$126.3M798,906+1.2% sharesQ2 2026
One Day In July LLCWealth manager8.2%$118.3M748,425+2.4% sharesQ2 2026
Martel Wealth Advisors LLCWealth manager18.5%$117.9M759,398+1.6% sharesQ3 2026
Allworth Financial LPInvestment manager0.5%$113.1M715,436-4.6% sharesQ2 2026
Auto-Owners Insurance CoInsurance company3.5%$112.4M724,200+0.0% sharesQ3 2026
Equitable Holdings, Inc.Insurance company0.6%$108.4M686,126-0.9% sharesQ2 2026
HCR Wealth AdvisorsWealth manager8.5%$107.4M691,841+5.4% sharesQ3 2026
Inspirion Wealth Advisors, LLCWealth manager11.8%$103.8M668,825+5.9% sharesQ3 2026
Stratos Wealth Partners, LTD.Wealth manager1.0%$99.8M631,378+0.6% sharesQ2 2026
SBI Securities Co., Ltd.Broker-dealer2.1%$90.7M584,602+0.8% sharesQ3 2026
Marino, Stram & Associates LLCWealth manager14.0%$90.0M580,131+2.2% sharesQ3 2026
Mesirow Financial Investment Management, Inc.Institutional asset manager1.4%$87.6M554,044+0.3% sharesQ2 2026
Pinnacle Associates LtdAsset manager1.0%$86.8M559,099+0.5% sharesQ3 2026

The 30 largest of 712 positions, by value. Each manager counts with its latest 13F (Q3 2026: 342, Q2 2026: 358, Q1 2026: 12). Screen VYM in the grand portfolio →

VYM stock trades by members of Congress

Members of Congress have disclosed 10 VYM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $15K–50K on Nov 2, 2022.

Congress trades in VYM
FiledMemberTradeAmountTradedSince
Dec 13, 2022Carol D. MillerR-WV · HouseBuy$15K–50KNov 2, 2022+56.1%
Sep 6, 2016J. French HillR-AR · HouseBuy$15K–50KAug 30, 2016+124.7%
Sep 6, 2016J. French HillR-AR · HouseBuy$15K–50KJul 29, 2016+124.4%
Jul 12, 2016J. French HillR-AR · HouseBuy$15K–50KJun 30, 2016+129.7%
Jul 12, 2016J. French HillR-AR · HouseBuy$15K–50KMay 31, 2016+132.8%
Apr 15, 2016Lou BarlettaR-PA · HouseBuy$15K–50KDec 28, 2015+144.3%
Apr 15, 2016Lou BarlettaR-PA · HouseBuy$1K–15KDec 18, 2015+148.7%
Apr 15, 2016Lou BarlettaR-PA · HouseBuy$1K–15KDec 18, 2015+148.7%
Feb 22, 2016Lou BarlettaR-PA · HouseSale$1K–15KFeb 18, 2016+151.4%
Feb 1, 2016Lou BarlettaR-PA · HouseBuy$1K–15KJan 29, 2016+153.0%

3 members have traded VYM: Carol D. Miller, J. French Hill, Lou Barletta.

Analysis mentioning VYM

Posts from the blog that cover Vanguard High Dividend Yield ETF, newest first.

VYM questions and answers

Are insiders buying VYM stock?

No open-market insider purchases or sales of VYM were filed in the last 90 days.

Which hedge funds own VYM?

712 13F filers hold VYM among their 50 largest positions, worth $13.3B combined, including David Katz. The biggest bets by portfolio weight are Martel Wealth Advisors LLC (18.5%), Reality Financial Planning Services, LLC (16.6%) and Charter Capital Management, LLC\DE (15.0%). In their latest 13Fs, 5 managers opened a new position and 97 added to one.

Has Congress traded VYM?

Members of Congress have disclosed 10 VYM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $15K–50K on Nov 2, 2022.

Who is the largest holder of VYM?

Among 13F filers, Raymond James Financial Inc reports the largest VYM position, $1.3B (8,009,206 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Martel Wealth Advisors LLC's: 18.5% of its portfolio.

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