Vault-13

VANECK ETF TRUST SHYD

SHRT HGH YLD MUN · ETP · CUSIP 92189F387

118 institutional holders +4 vs Q2 2024
8,908,5888.9m shares reported held*
$202.4mreported value*
11 new 39 added 38 reduced 8 sold out net sold ≈ $1.1m (-50.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.72.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 102Q4 22: 108Q1 23: 112Q2 23: 109Q3 23: 111Q4 23: 120Q1 24: 108Q2 24: 114Q3 24: 118118Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022102
Q4 2022108
Q1 2023112
Q2 2023109
Q3 2023111
Q4 2023120
Q1 2024108
Q2 2024114
Q3 2024118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 50 bought or addedQ4 22: 53 cut or sold outQ1 23: 64 bought or addedQ1 23: 41 cut or sold outQ1 23Q2 23: 51 bought or addedQ2 23: 54 cut or sold outQ3 23: 48 bought or addedQ3 23: 50 cut or sold outQ3 23Q4 23: 60 bought or addedQ4 23: 56 cut or sold outQ1 24: 43 bought or addedQ1 24: 55 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 49 cut or sold outQ3 24: 50 bought or addedQ3 24: 46 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225053
Q1 20236441
Q2 20235154
Q3 20234850
Q4 20236056
Q1 20244355
Q2 20244649
Q3 20245046

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +145,764+145.8k
MERCER GLOBAL ADVISORS INC /ADV Added +115,157+115.2k
GOLDMAN SACHS GROUP INC New +83,777+83.8k
ENVESTNET ASSET MANAGEMENT INC Added +71,384+71.4k
FLOW TRADERS U.S. LLC New +47,305+47.3k
Belpointe Asset Management LLC New +22,320+22.3k
LPL Financial LLC Added +21,216+21.2k
Core Wealth Partners LLC New +16,356+16.4k
UBS Group AG Added +15,549+15.5k
Modern Wealth Management, LLC New +13,938+13.9k

Biggest sellers

JANE STREET GROUP, LLC Reduced -158,619-158.6k
WELLS FARGO & COMPANY/MN Reduced -107,369-107.4k
STEPHENS INC /AR/ Sold out -63,785-63.8k
MORGAN STANLEY Reduced -58,542-58.5k
Dakota Wealth Management Reduced -39,836-39.8k
Sowell Financial Services LLC Reduced -38,303-38.3k
Cetera Investment Advisers Reduced -33,596-33.6k
BANK OF AMERICA CORP /DE/ Reduced -28,774-28.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -25,463-25.5k
Innova Wealth Partners Sold out -21,076-21.1k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,414,2281.4m $32.1m $32.1m 0.01% Added +71.4k +71,384
2 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 1,364,1531.4m $31.0m $31.0m 0.07% Added +115.2k +115,157
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 901,726901.7k $20.5m $20.5m 0.00% Reduced -58.5k -58,542
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 712,543712.5k $16.2m $16.2m 0.00% Reduced -107.4k -107,369
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 411,774411.8k $9.4m $9.4m 0.00% Reduced -28.8k -28,774
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 319,116319.1k $7.3m $7.3m 0.00% Added +21.2k +21,216
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 232,707232.7k $5.3m $5.3m 0.01% Added +145.8k +145,764
8 Dakota Wealth Management 0.11% of their portfolio PALM BEACH GARDENS, FL 221,614221.6k $5.0m $5.0m 0.11% Reduced -39.8k -39,836
9 Fragasso Financial Advisors Inc 0.38% of their portfolio SEWICKLEY, PA 219,053219.1k $5.0m $5.0m 0.38% Added +2.7k +2,728
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 184,419184.4k $4.2m $4.2m 0.00% Added +15.5k +15,549
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 173,395173.4k $3.9m $3.9m 0.01% Reduced -1.5k -1,520
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 140,720140.7k $3.2m $3.2m 0.00% Reduced -6.6k -6,559
13 FIRST FOUNDATION ADVISORS 0.12% of their portfolio Irvine, CA 138,192138.2k $3.1m $3.1m 0.12% Reduced -2.7k -2,741
14 Willis Johnson & Associates, Inc. 0.19% of their portfolio Houston, TX 108,363108.4k $2.5m $2.5m 0.19% Reduced -3.8k -3,832
15 High Net Worth Advisory Group LLC 0.65% of their portfolio NAPLES, FL 102,122102.1k $2.3m $2.3m 0.65% Added +17 +17
16 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 96,17496.2k $2.2m $2.2m 0.00% Added +3.7k +3,670
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,77783.8k $1.9m $1.9m 0.00% New
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 80,91480.9k $1.8m $1.8m 0.00% Reduced -158.6k -158,619
19 Breakwater Capital Group 0.33% of their portfolio PARAMUS, NJ 72,77672.8k $1.7m $1.7m 0.33% Reduced -1.3k -1,287
20 Kades & Cheifetz LLC 0.94% of their portfolio Berwyn, PA 72,22972.2k $1.6m $1.6m 0.94% Added +1.5k +1,497
21 Rehmann Capital Advisory Group 0.09% of their portfolio LANSING, MI 62,00062.0k $1.4m $1.4m 0.09% Unchanged
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,60961.6k $1.4m $1.4m 0.00% Reduced -6.9k -6,895
23 Visionary Wealth Advisors 0.08% of their portfolio O'FALLON, IL 57,30257.3k $1.3m $1.3m 0.08% Reduced -7.3k -7,269
24 Sowell Financial Services LLC 0.06% of their portfolio NORTH LITTLE ROCK, AR 55,26855.3k $1.3m $1.3m 0.06% Reduced -38.3k -38,303
25 JACOBSON & SCHMITT ADVISORS, LLC 0.25% of their portfolio MIDDLETON, WI 52,88552.9k $1.2m $1.2m 0.25% Added +470 +470
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,64751.6k $1.2m $1.2m 0.00% Reduced -33.6k -33,596
27 PURE PORTFOLIOS HOLDINGS LLC 0.44% of their portfolio LAKE OSWEGO, OR 51,34151.3k $1.2m $1.2m 0.44% First filing
28 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 48,30148.3k $1.1m $1.1m 0.00% Reduced -10.3k -10,318
29 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 47,30547.3k $1.1m $1.1m 0.05% New
30 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 46,52746.5k $1.1m $1.1m 0.01% Added +2.3k +2,291
31 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 46,21746.2k $1.1m $1.1m 0.01% Added +5.8k +5,822
32 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 45,23945.2k $1.0m $1.0m 0.03% Reduced -1.9k -1,870
33 TRUSTMARK BANK TRUST DEPARTMENT 0.08% of their portfolio JACKSON, MS 44,65944.7k $1.0m $1.0m 0.08% Unchanged
34 NAPLES GLOBAL ADVISORS, LLC 0.09% of their portfolio NAPLES, FL 44,51544.5k $1.0m $1.0m 0.09% Reduced -6.2k -6,170
35 RMR Wealth Builders 0.10% of their portfolio Montclair, NJ 42,81842.8k $972.8k $972.8k 0.10% Added +9.6k +9,636
36 DEAN INVESTMENT ASSOCIATES, LLC 0.13% of their portfolio BEAVERCREEK, OH 41,00041.0k $931.5k $931.5k 0.13% Unchanged
37 Blake Schutter Theil Wealth Advisors, LLC 0.67% of their portfolio DAYTON, OH 41,00041.0k $931.5k $931.5k 0.67% First filing
38 Cascade Financial Partners, LLC 0.11% of their portfolio SAN DIEGO, CA 39,83739.8k $906.7k $906.7k 0.11% Unchanged
39 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 36,57236.6k $830.9k $830.9k 0.02% Added +1.3k +1,269
40 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 35,78835.8k $813.1k $813.1k 0.02% Added +10 +10
41 McAdam, LLC 0.04% of their portfolio Philadelphia, PA 34,26634.3k $778.5k $778.5k 0.04% Reduced -1.2k -1,176
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 30,38830.4k $690.4k $690.4k 0.00% Reduced -12.9k -12,859
43 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 30,23930.2k $687.0k $687.0k 0.02% Added +2.9k +2,878
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,53929.5k $671.1k $671.1k 0.00% Reduced -25.5k -25,463
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,15928.2k $640.0k $640.0k 0.00% Added +572 +572
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,75527.8k $630.6k $630.6k 0.00% Added +2.0k +1,959
47 Occidental Asset Management, LLC 0.10% of their portfolio Burlingame, CA 26,41926.4k $600.2k $600.2k 0.10% Unchanged
48 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 25,96426.0k $589.9k $589.9k 0.01% Added +177 +177
49 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,52125.5k $579.8k $579.8k 0.00% Added +1.9k +1,941
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,51325.5k $579.7k $579.7k 0.00% Added +7.2k +7,238
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,50124.5k $556.7k $556.7k 0.00% Reduced -319 -319
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,09824.1k $547.5k $547.5k 0.00% Added +522 +522
53 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 22,57522.6k $512.9k $512.9k 0.00% Unchanged
54 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 22,47622.5k $510.7k $510.7k 0.00% Added +2.3k +2,300
55 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 22,32022.3k $507.1k $507.1k 0.03% New
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,44421.4k $487.0k $487.0k 0.00% Added +11.9k +11,913
57 Tortoise Investment Management, LLC 0.05% of their portfolio WHITE PLAINS, NY 19,66519.7k $446.8k $446.8k 0.05% Unchanged
58 PFG Advisors 0.03% of their portfolio Phoenix, AZ 19,33119.3k $439.2k $439.2k 0.03% Added +2.4k +2,418
59 Allen Capital Group, LLC 0.05% of their portfolio GRAND ISLAND, NE 18,30818.3k $416.0k $416.0k 0.05% Reduced -2.2k -2,250
60 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 17,54017.5k $398.5k $398.5k 0.01% Added +3.8k +3,816
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,21117.2k $391.0k $391.0k 0.00% Added +457 +457
62 BRANDYWINE OAK PRIVATE WEALTH LLC 0.04% of their portfolio Kennett Square, PA 16,61416.6k $377.5k $377.5k 0.04% Reduced -1.2k -1,243
63 Core Wealth Partners LLC 0.23% of their portfolio SANTA ROSA, CA 16,35616.4k $371.6k $371.6k 0.23% New
64 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 15,75915.8k $358.0k $358.0k 0.00% Reduced -1.6k -1,602
65 Bryn Mawr Trust Advisors, LLC 0.02% of their portfolio PHILADELPHIA, PA 15,74115.7k $357.6k $357.6k 0.02% Unchanged
66 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 14,98915.0k $340.6k $340.6k 0.01% Reduced -75 -75
67 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 14,88414.9k $338.2k $338.2k 0.02% Unchanged
68 Walkner Condon Financial Advisors LLC 0.07% of their portfolio MADISON, WI 14,42114.4k $327.6k $327.6k 0.07% Added +13 +13
69 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 13,93813.9k $316.7k $316.7k 0.02% New
70 ROMAN BUTLER FULLERTON & CO 0.09% of their portfolio ST LOUIS, MO 13,25613.3k $300.5k $300.5k 0.09% Reduced -4.0k -3,953
71 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,66812.7k $287.8k $287.8k 0.00% Added +1.7k +1,727
72 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 12,56612.6k $285.5k $285.5k 0.02% Added +47 +47
73 1620 INVESTMENT ADVISORS, INC. 0.20% of their portfolio PLYMOUTH, MA 12,51512.5k $284.3k $284.3k 0.20% Added +100 +100
74 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 12,33312.3k $280.2k $280.2k 0.00% Added +1.2k +1,200
75 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 12,07012.1k $274.0k $274.0k 0.02% Unchanged
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,01312.0k $273.0k $273.0k 0.00% Added +744 +744
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,85111.9k $269.3k $269.3k 0.00% Reduced -975 -975
78 Auour Investments LLC 0.09% of their portfolio WOBURN, MA 11,47911.5k $260.0k $260.0k 0.09% Reduced -3.2k -3,230
79 FC Advisory LLC 0.09% of their portfolio WEST CHESTER, PA 11,27211.3k $256.1k $256.1k 0.09% Added +81 +81
80 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 10,73910.7k $244.0k $244.0k 0.00% Unchanged
81 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,43910.4k $237.2k $237.2k 0.00% Reduced -498 -498
82 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,41810.4k $236.7k $236.7k 0.01% Unchanged
83 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,40010.4k $236.3k $236.3k 0.00% Unchanged
84 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,40010.4k $236.3k $236.3k 0.00% New
85 Hobart Private Capital, LLC 0.06% of their portfolio CHARLOTTE, NC 10,10910.1k $229.7k $229.7k 0.06% Added +82 +82
86 BCS Wealth Management 0.09% of their portfolio JOHNSON CITY, TN 9,8359.8k $223.0k $223.0k 0.09% New
87 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,7429.7k $221.3k $221.3k 0.00% Reduced -4.5k -4,494
88 Capital Advisors Wealth Management, LLC 0.04% of their portfolio YAKIMA, WA 9,7389.7k $221.3k $221.3k 0.04% New
89 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,3639.4k $213.0k $213.0k 0.00% Added +9 +9
90 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,0009.0k $204.5k $204.5k 0.00% Unchanged
91 Pineridge Advisors LLC 0.07% of their portfolio ST. CHARLES, MO 7,6987.7k $174.9k $174.9k 0.07% Reduced -810 -810
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6,2886.3k $142.9k $142.9k 0.00% Reduced -1.3k -1,325
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,5004.5k $102.2k $102.2k 0.00% Unchanged
94 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 2,9803.0k $67.7k $67.7k 0.01% Reduced -9.5k -9,515
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,7302.7k $62.0k $62.0k 0.00% Unchanged
96 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0702.1k $47.0k $47.0k 0.00% Reduced -4.4k -4,446
97 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,8431.8k $41.9k $41.9k 0.00% Unchanged
98 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 1,5001.5k $34.1k $34.1k 0.00% New
99 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,4561.5k $33.0k $33.0k 0.00% Unchanged
100 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3461.3k $31.0k $31.0k 0.00% Unchanged