Vault-13

VANECK ETF TRUST SHYD

SHRT HGH YLD MUN · ETP · CUSIP 92189F387

126 institutional holders +8 vs Q3 2024
9,394,8759.4m shares reported held*
$211.2mreported value*
17 new 50 added 37 reduced 11 sold out net bought ≈ $9.8m (+436.0k 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 ($36.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.48.

Trends to Q4 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: 118Q4 24: 126126Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022102
Q4 2022108
Q1 2023112
Q2 2023109
Q3 2023111
Q4 2023120
Q1 2024108
Q2 2024114
Q3 2024118
Q4 2024126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 64 bought or addedQ1 23: 41 cut or sold outQ2 23: 51 bought or addedQ2 23: 54 cut or sold outQ2 23Q3 23: 48 bought or addedQ3 23: 50 cut or sold outQ4 23: 60 bought or addedQ4 23: 56 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 55 cut or sold outQ2 24: 46 bought or addedQ2 24: 49 cut or sold outQ2 24Q3 24: 50 bought or addedQ3 24: 46 cut or sold outQ4 24: 67 bought or addedQ4 24: 48 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236441
Q2 20235154
Q3 20234850
Q4 20236056
Q1 20244355
Q2 20244649
Q3 20245046
Q4 20246748

Biggest buyers

WELLS FARGO & COMPANY/MN Added +275,522+275.5k
Wealthspire Advisors, LLC New +84,675+84.7k
MERCER GLOBAL ADVISORS INC /ADV Added +65,778+65.8k
Ocean Park Asset Management, LLC New +63,700+63.7k
ENVESTNET ASSET MANAGEMENT INC Added +59,016+59.0k
CITADEL ADVISORS LLC Added +39,437+39.4k
BANK OF AMERICA CORP /DE/ Added +31,557+31.6k
Hamilton Wealth, LLC New +28,062+28.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +22,332+22.3k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +20,973+21.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -83,777-83.8k
JANE STREET GROUP, LLC Reduced -60,771-60.8k
FLOW TRADERS U.S. LLC Sold out -47,305-47.3k
Dynamic Advisor Solutions LLC Sold out -45,239-45.2k
MORGAN STANLEY Reduced -44,192-44.2k
Visionary Wealth Advisors Reduced -36,982-37.0k
LPL Financial LLC Reduced -36,188-36.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -29,539-29.5k
TRUIST FINANCIAL CORP Reduced -14,377-14.4k
NewEdge Advisors, LLC Reduced -12,900-12.9k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,473,2441.5m $33.1m $33.1m 0.01% Added +59.0k +59,016
2 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 1,429,9311.4m $32.1m $32.1m 0.08% Added +65.8k +65,778
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 988,065988.1k $22.2m $22.2m 0.01% Added +275.5k +275,522
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 857,534857.5k $19.3m $19.3m 0.00% Reduced -44.2k -44,192
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 443,331443.3k $10.0m $10.0m 0.00% Added +31.6k +31,557
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 282,928282.9k $6.4m $6.4m 0.00% Reduced -36.2k -36,188
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 245,564245.6k $5.5m $5.5m 0.01% Added +12.9k +12,857
8 Dakota Wealth Management 0.12% of their portfolio PALM BEACH GARDENS, FL 237,625237.6k $5.3m $5.3m 0.12% Added +16.0k +16,011
9 Fragasso Financial Advisors Inc 0.36% of their portfolio SEWICKLEY, PA 211,559211.6k $4.8m $4.8m 0.36% Reduced -7.5k -7,494
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 194,957195.0k $4.4m $4.4m 0.00% Added +10.5k +10,538
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 159,018159.0k $3.6m $3.6m 0.01% Reduced -14.4k -14,377
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 148,721148.7k $3.3m $3.3m 0.00% Added +8.0k +8,001
13 FIRST FOUNDATION ADVISORS 0.12% of their portfolio Irvine, CA 137,459137.5k $3.1m $3.1m 0.12% Reduced -733 -733
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 110,527110.5k $2.5m $2.5m 0.00% First filing
15 Willis Johnson & Associates, Inc. 0.18% of their portfolio Houston, TX 104,750104.8k $2.4m $2.4m 0.18% Reduced -3.6k -3,613
16 High Net Worth Advisory Group LLC 0.64% of their portfolio NAPLES, FL 102,015102.0k $2.3m $2.3m 0.64% Reduced -107 -107
17 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 84,67584.7k $1.9m $1.9m 0.02% New
18 Breakwater Capital Group 0.34% of their portfolio PARAMUS, NJ 76,40676.4k $1.7m $1.7m 0.34% Added +3.6k +3,630
19 Kades & Cheifetz LLC 0.82% of their portfolio Berwyn, PA 71,25271.3k $1.6m $1.6m 0.82% Reduced -977 -977
20 Ocean Park Asset Management, LLC 0.05% of their portfolio SANTA MONICA, CA 63,70063.7k $1.4m $1.4m 0.05% New
21 PURE PORTFOLIOS HOLDINGS LLC 0.53% of their portfolio LAKE OSWEGO, OR 63,18463.2k $1.4m $1.4m 0.53% Added +11.8k +11,843
22 Rehmann Capital Advisory Group 0.09% of their portfolio LANSING, MI 62,19562.2k $1.4m $1.4m 0.09% Added +195 +195
23 JACOBSON & SCHMITT ADVISORS, LLC 0.26% of their portfolio MIDDLETON, WI 59,14459.1k $1.3m $1.3m 0.26% Added +6.3k +6,259
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,74053.7k $1.2m $1.2m 0.00% Reduced -7.9k -7,869
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 49,17949.2k $1.1m $1.1m 0.00% Added +39.4k +39,437
26 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 48,97449.0k $1.1m $1.1m 0.01% Added +2.4k +2,447
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,83846.8k $1.1m $1.1m 0.00% Reduced -4.8k -4,809
28 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 45,97346.0k $1.0m $1.0m 0.02% Added +9.4k +9,401
29 RMR Wealth Builders 0.11% of their portfolio Montclair, NJ 45,71745.7k $1.0m $1.0m 0.11% Added +2.9k +2,899
30 NAPLES GLOBAL ADVISORS, LLC 0.09% of their portfolio NAPLES, FL 44,17544.2k $993.1k $993.1k 0.09% Reduced -340 -340
31 TRUSTMARK BANK TRUST DEPARTMENT 0.07% of their portfolio JACKSON, MS 43,16843.2k $970.4k $970.4k 0.07% Reduced -1.5k -1,491
32 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 42,65242.7k $958.8k $958.8k 0.05% Reduced -12.6k -12,616
33 Cascade Financial Partners, LLC 0.12% of their portfolio SAN DIEGO, CA 42,13742.1k $947.2k $947.2k 0.12% Added +2.3k +2,300
34 DEAN INVESTMENT ASSOCIATES, LLC 0.13% of their portfolio BEAVERCREEK, OH 41,00041.0k $921.7k $921.7k 0.13% Unchanged
35 Blake Schutter Theil Wealth Advisors, LLC 0.97% of their portfolio DAYTON, OH 41,00041.0k $921.7k $921.7k 0.97% Unchanged
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 39,83439.8k $895.5k $895.5k 0.00% Added +12.1k +12,079
37 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.02% of their portfolio MINNEAPOLIS, MN 38,51338.5k $865.8k $865.8k 0.02% Added +21.0k +20,973
38 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 37,11437.1k $836.2k $836.2k 0.00% Reduced -11.2k -11,187
39 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 35,80035.8k $804.8k $804.8k 0.03% Added +12 +12
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 33,31733.3k $749.0k $749.0k 0.00% Reduced -12.9k -12,900
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 32,73232.7k $735.8k $735.8k 0.00% Added +22.3k +22,332
42 McAdam, LLC 0.04% of their portfolio Philadelphia, PA 31,42831.4k $706.5k $706.5k 0.04% Reduced -2.8k -2,838
43 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 30,92930.9k $695.3k $695.3k 0.02% Added +690 +690
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,41929.4k $661.3k $661.3k 0.00% Added +20.4k +20,419
45 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 29,39629.4k $660.8k $660.8k 0.01% Added +3.4k +3,432
46 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,97829.0k $651.4k $651.4k 0.00% Reduced -1.4k -1,410
47 Hamilton Wealth, LLC 0.15% of their portfolio LOS ANGELES, CA 28,06228.1k $630.8k $630.8k 0.15% New
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 27,85727.9k $626.2k $626.2k 0.00% Added +6.4k +6,413
49 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 26,99927.0k $606.9k $606.9k 0.00% Added +4.5k +4,523
50 Occidental Asset Management, LLC 0.09% of their portfolio Burlingame, CA 26,94426.9k $605.7k $605.7k 0.09% Added +525 +525
51 CROBAN 0.57% of their portfolio FREMONT, OH 26,05726.1k $585.5k $585.5k 0.57% First filing
52 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 25,88425.9k $581.9k $581.9k 0.02% Added +11.0k +11,000
53 Allen Capital Group, LLC 0.07% of their portfolio GRAND ISLAND, NE 25,20125.2k $566.5k $566.5k 0.07% Added +6.9k +6,893
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,75724.8k $557.0k $557.0k 0.00% Reduced -3.4k -3,402
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,71124.7k $555.5k $555.5k 0.00% Added +210 +210
56 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 24,18124.2k $543.6k $543.6k 0.00% Reduced -1.3k -1,340
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,10124.1k $541.8k $541.8k 0.00% Added +3 +3
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,70023.7k $532.8k $532.8k 0.00% Reduced -1.8k -1,813
59 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 22,61322.6k $508.3k $508.3k 0.00% Added +38 +38
60 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 22,32022.3k $503.3k $503.3k 0.03% Unchanged
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,22221.2k $477.1k $477.1k 0.00% Added +4.0k +4,011
62 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 20,32020.3k $456.8k $456.8k 0.03% Reduced -37.0k -36,982
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,14320.1k $452.8k $452.8k 0.00% Reduced -60.8k -60,771
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 20,06420.1k $451.0k $451.0k 0.00% Added +7.4k +7,396
65 PFG Advisors 0.03% of their portfolio Phoenix, AZ 19,78719.8k $444.8k $444.8k 0.03% Added +456 +456
66 Tortoise Investment Management, LLC 0.05% of their portfolio WHITE PLAINS, NY 19,66519.7k $442.1k $442.1k 0.05% Unchanged
67 Innova Wealth Partners 0.25% of their portfolio NEWTOWN, PA 17,92617.9k $403.0k $403.0k 0.25% New
68 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 16,77116.8k $377.0k $377.0k 0.00% Added +1.0k +1,012
69 Core Wealth Partners LLC 0.21% of their portfolio SANTA ROSA, CA 16,22616.2k $364.8k $364.8k 0.21% Reduced -130 -130
70 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,66215.7k $352.1k $352.1k 0.00% New
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,55914.6k $327.0k $327.0k 0.00% Added +2.5k +2,546
72 Walkner Condon Financial Advisors LLC 0.07% of their portfolio MADISON, WI 14,51014.5k $326.2k $326.2k 0.07% Added +89 +89
73 Auour Investments LLC 0.12% of their portfolio WOBURN, MA 14,47114.5k $329.5k $329.5k 0.12% Added +3.0k +2,992
74 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 14,21414.2k $319.5k $319.5k 0.01% Reduced -775 -775
75 Bryn Mawr Trust Advisors, LLC 0.02% of their portfolio PHILADELPHIA, PA 13,95814.0k $313.8k $313.8k 0.02% Reduced -1.8k -1,783
76 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 13,93813.9k $313.3k $313.3k 0.01% Unchanged
77 BRANDYWINE OAK PRIVATE WEALTH LLC 0.03% of their portfolio Kennett Square, PA 13,85813.9k $311.5k $311.5k 0.03% Reduced -2.8k -2,756
78 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 13,60413.6k $305.8k $305.8k 0.00% New
79 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 12,85012.8k $288.9k $288.9k 0.02% New
80 ROMAN BUTLER FULLERTON & CO 0.09% of their portfolio ST LOUIS, MO 12,72212.7k $289.4k $289.4k 0.09% Reduced -534 -534
81 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 12,61012.6k $283.5k $283.5k 0.02% Added +44 +44
82 1620 INVESTMENT ADVISORS, INC. 0.21% of their portfolio PLYMOUTH, MA 12,54512.5k $282.0k $282.0k 0.21% Added +30 +30
83 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 11,91511.9k $268.0k $268.0k 0.02% Reduced -155 -155
84 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 11,75011.8k $264.1k $264.1k 0.01% New
85 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,54311.5k $259.5k $259.5k 0.00% Added +1.1k +1,104
86 BCS Wealth Management 0.06% of their portfolio JOHNSON CITY, TN 11,38311.4k $256.0k $256.0k 0.06% Added +1.5k +1,548
87 FC Advisory LLC 0.09% of their portfolio WEST CHESTER, PA 11,38011.4k $255.8k $255.8k 0.09% Added +108 +108
88 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,31811.3k $254.4k $254.4k 0.00% Reduced -533 -533
89 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 10,81610.8k $243.1k $243.1k 0.01% New
90 Keebeck Wealth Management 0.03% of their portfolio Chicago, IL 10,75510.8k $241.8k $241.8k 0.03% New
91 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,41810.4k $234.2k $234.2k 0.01% Unchanged
92 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,40010.4k $233.8k $233.8k 0.00% Unchanged
93 Hobart Private Capital, LLC 0.06% of their portfolio CHARLOTTE, NC 10,19310.2k $229.1k $229.1k 0.06% Added +84 +84
94 Fourth Dimension Wealth, LLC 0.12% of their portfolio MIDDLEBURG HEIGHTS, OH 10,00210.0k $224.8k $224.8k 0.12% First filing
95 Johnson Bixby & Associates, LLC 0.03% of their portfolio VANCOUVER, WA 9,4559.5k $212.5k $212.5k 0.03% New
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,5004.5k $101.2k $101.2k 0.00% Unchanged
97 Pineridge Advisors LLC 0.04% of their portfolio ST. CHARLES, MO 4,3974.4k $98.8k $98.8k 0.04% Reduced -3.3k -3,301
98 Coppell Advisory Solutions LLC 0.01% of their portfolio COPPELL, TX 2,3532.4k $53.1k $53.1k 0.01% Added +2.0k +1,989
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,8381.8k $41.7k $41.7k 0.00% Reduced -892 -892
100 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 1,7281.7k $38.8k $38.8k 0.00% Added +228 +228