Who Owns VANGUARD (VYMI)? -- Institutional Holders (2026-06-30)

923 institutions reported holding $7.78B of VANGUARD (VYMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($654.1M), BANK OF AMERICA CORP /DE/ ($623.7M), UBS Group AG ($419.3M), Orgel Wealth Management, LLC ($302.9M), LPL Financial LLC ($283.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$654.1M6.7MAdded
2BANK OF AMERICA CORP /DE/$623.7M6.4MAdded
3UBS Group AG$419.3M4.3MAdded
4Orgel Wealth Management, LLC$302.9M3.1MAdded
5LPL Financial LLC$283.6M2.9MAdded
6ENVESTNET ASSET MANAGEMENT INC$275.1M2.8MAdded
7JONES FINANCIAL COMPANIES LLLP$273.6M2.8MAdded
8WELLS FARGO & COMPANY/MN$244.7M2.5MAdded
9AMERIPRISE FINANCIAL INC$229.3M2.3MAdded
10Royal Bank of Canada$194.8M2.0MAdded
11CAPTRUST FINANCIAL ADVISORS$178.1M1.8MTrimmed
12RAYMOND JAMES FINANCIAL INC$167.8M1.7MAdded
13Confluence Wealth Services, Inc.$150.3M1.5MAdded
14Mariner, LLC$94.5M962,375Added
15HighTower Advisors, LLC$83.9M854,674Added
16Creative Planning$70.8M721,215Added
17Cetera Investment Advisers$66.4M675,900Added
18Summit Financial Wealth Advisors, LLC$65.8M670,311Added
19PNC Financial Services Group, Inc.$64.2M653,380Added
20Equitable Holdings, Inc.$61.1M622,475Added
21FOSTER & MOTLEY INC$60.3M613,923New
22OSAIC HOLDINGS, INC.$55.9M568,850Added
23COMMONWEALTH EQUITY SERVICES, LLC$47.0M478,114Trimmed
24JPMORGAN CHASE & CO$46.9M477,136Added
25Hilton Capital Management, LLC$45.9M467,617New

来源：SEC 13F 申报文件 · 截至 2026-06-30