Vault-13

VANECK ETF TRUST SHYD

SHRT HGH YLD MUN · ETP · CUSIP 92189F387

124 institutional holders -2 vs Q4 2024
9,626,6889.6m shares reported held*
$216.5mreported value*
13 new 48 added 37 reduced 12 sold out net bought ≈ $6.8m (+304.2k 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 ($33.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.49.

Trends to Q1 2025

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: 126Q1 25: 124124Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022102
Q4 2022108
Q1 2023112
Q2 2023109
Q3 2023111
Q4 2023120
Q1 2024108
Q2 2024114
Q3 2024118
Q4 2024126
Q1 2025124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 67 bought or addedQ4 24: 48 cut or sold outQ1 25: 61 bought or addedQ1 25: 49 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235154
Q3 20234850
Q4 20236056
Q1 20244355
Q2 20244649
Q3 20245046
Q4 20246748
Q1 20256149

Biggest buyers

Ocean Park Asset Management, LLC Added +188,900+188.9k
Dynamic Advisor Solutions LLC New +105,928+105.9k
OSAIC HOLDINGS, INC. Added +67,702+67.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +62,370+62.4k
Hamilton Wealth, LLC Added +47,317+47.3k
BANK OF AMERICA CORP /DE/ Added +46,862+46.9k
LPL Financial LLC Added +36,919+36.9k
MERCER GLOBAL ADVISORS INC /ADV Added +30,103+30.1k
NewSquare Capital LLC New +27,160+27.2k
Capital Advisors Wealth Management, LLC New +22,707+22.7k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -154,620-154.6k
JACOBSON & SCHMITT ADVISORS, LLC Sold out -59,144-59.1k
CITADEL ADVISORS LLC Sold out -49,179-49.2k
MORGAN STANLEY Reduced -25,740-25.7k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -24,789-24.8k
UBS Group AG Reduced -23,570-23.6k
JANE STREET GROUP, LLC Sold out -20,143-20.1k
Kestra Advisory Services, LLC Reduced -19,372-19.4k
McAdam, LLC Reduced -17,428-17.4k
Core Wealth Partners LLC Sold out -16,226-16.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 1,460,0341.5m $32.8m $32.8m 0.08% Added +30.1k +30,103
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,318,6241.3m $29.7m $29.7m 0.01% Reduced -154.6k -154,620
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 982,583982.6k $22.1m $22.1m 0.01% Reduced -5.5k -5,482
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 831,794831.8k $18.7m $18.7m 0.00% Reduced -25.7k -25,740
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 490,193490.2k $11.0m $11.0m 0.00% Added +46.9k +46,862
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 319,847319.8k $7.2m $7.2m 0.00% Added +36.9k +36,919
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 307,934307.9k $6.9m $6.9m 0.01% Added +62.4k +62,370
8 Dakota Wealth Management 0.14% of their portfolio PALM BEACH GARDENS, FL 259,779259.8k $5.8m $5.8m 0.14% Added +22.2k +22,154
9 Ocean Park Asset Management, LLC 0.20% of their portfolio SANTA MONICA, CA 252,600252.6k $5.7m $5.7m 0.20% Added +188.9k +188,900
10 Fragasso Financial Advisors Inc 0.33% of their portfolio SEWICKLEY, PA 199,457199.5k $4.5m $4.5m 0.33% Reduced -12.1k -12,102
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 171,387171.4k $3.9m $3.9m 0.00% Reduced -23.6k -23,570
12 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 152,156152.2k $3.4m $3.4m 0.01% Reduced -6.9k -6,862
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 149,220149.2k $3.4m $3.4m 0.00% Added +499 +499
14 FIRST FOUNDATION ADVISORS 0.13% of their portfolio Irvine, CA 142,911142.9k $3.2m $3.2m 0.13% Added +5.5k +5,452
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 107,536107.5k $2.4m $2.4m 0.01% Added +67.7k +67,702
16 Willis Johnson & Associates, Inc. 0.18% of their portfolio Houston, TX 107,255107.3k $2.4m $2.4m 0.18% Added +2.5k +2,505
17 Dynamic Advisor Solutions LLC 0.08% of their portfolio PHOENIX, AZ 105,928105.9k $2.4m $2.4m 0.08% New
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 104,190104.2k $2.3m $2.3m 0.00% Reduced -6.3k -6,337
19 High Net Worth Advisory Group LLC 0.65% of their portfolio NAPLES, FL 102,026102.0k $2.3m $2.3m 0.65% Added +11 +11
20 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 77,74677.7k $1.7m $1.7m 0.01% Reduced -6.9k -6,929
21 Breakwater Capital Group 0.31% of their portfolio PARAMUS, NJ 76,25576.3k $1.7m $1.7m 0.31% Reduced -151 -151
22 Hamilton Wealth, LLC 0.41% of their portfolio LOS ANGELES, CA 75,37975.4k $1.7m $1.7m 0.41% Added +47.3k +47,317
23 PURE PORTFOLIOS HOLDINGS LLC 0.59% of their portfolio LAKE OSWEGO, OR 70,82270.8k $1.6m $1.6m 0.59% Added +7.6k +7,638
24 Rehmann Capital Advisory Group 0.09% of their portfolio LANSING, MI 62,19662.2k $1.4m $1.4m 0.09% Added +1 +1
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,34350.3k $1.1m $1.1m 0.00% Reduced -3.4k -3,397
26 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 49,19649.2k $1.1m $1.1m 0.01% Added +3.2k +3,223
27 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,30948.3k $1.1m $1.1m 0.00% Added +18.9k +18,890
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,78047.8k $1.1m $1.1m 0.00% Added +942 +942
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 46,34646.3k $1.0m $1.0m 0.01% Reduced -2.6k -2,628
30 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 43,26143.3k $972.9k $972.9k 0.04% Added +609 +609
31 TRUSTMARK BANK TRUST DEPARTMENT 0.07% of their portfolio JACKSON, MS 43,05843.1k $968.4k $968.4k 0.07% Reduced -110 -110
32 Cascade Financial Partners, LLC 0.12% of their portfolio SAN DIEGO, CA 42,13742.1k $947.7k $947.7k 0.12% Unchanged
33 DEAN INVESTMENT ASSOCIATES, LLC 0.14% of their portfolio BEAVERCREEK, OH 41,00041.0k $922.1k $922.1k 0.14% Unchanged
34 Blake Schutter Theil Wealth Advisors, LLC 1.05% of their portfolio DAYTON, OH 41,00041.0k $922.1k $922.1k 1.05% Unchanged
35 NAPLES GLOBAL ADVISORS, LLC 0.09% of their portfolio NAPLES, FL 40,00040.0k $899.6k $899.6k 0.09% Reduced -4.2k -4,175
36 RMR Wealth Builders 0.09% of their portfolio Montclair, NJ 38,52138.5k $866.3k $866.3k 0.09% Reduced -7.2k -7,196
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 38,15538.2k $858.1k $858.1k 0.00% Added +5.4k +5,423
38 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 35,80735.8k $805.3k $805.3k 0.03% Added +7 +7
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 35,47735.5k $797.9k $797.9k 0.00% Added +2.2k +2,160
40 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 34,90434.9k $785.0k $785.0k 0.04% Added +12.6k +12,584
41 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 33,03033.0k $724.7k $724.7k 0.00% Reduced -4.1k -4,084
42 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 32,43732.4k $729.5k $729.5k 0.00% Added +8.3k +8,256
43 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 31,82931.8k $715.8k $715.8k 0.02% Added +900 +900
44 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 29,55229.6k $664.6k $664.6k 0.00% Added +2.6k +2,553
45 CROBAN 0.61% of their portfolio FREMONT, OH 29,24329.2k $657.4k $657.4k 0.61% Added +3.2k +3,186
46 Occidental Asset Management, LLC 0.10% of their portfolio Burlingame, CA 28,64428.6k $644.2k $644.2k 0.10% Added +1.7k +1,700
47 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 27,16027.2k $610.8k $610.8k 0.05% New
48 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 27,03627.0k $608.0k $608.0k 0.01% Reduced -2.4k -2,360
49 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 26,22626.2k $590.1k $590.1k 0.00% Reduced -1.6k -1,631
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,31325.3k $569.3k $569.3k 0.00% Added +1.2k +1,212
51 Allen Capital Group, LLC 0.06% of their portfolio GRAND ISLAND, NE 25,20125.2k $566.8k $566.8k 0.06% Unchanged
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,18124.2k $544.0k $544.0k 0.00% Reduced -576 -576
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,66423.7k $532.2k $532.2k 0.00% Added +2.4k +2,442
54 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 23,38423.4k $525.9k $525.9k 0.02% Reduced -2.5k -2,500
55 Capital Advisors Wealth Management, LLC 0.09% of their portfolio YAKIMA, WA 22,70722.7k $510.7k $510.7k 0.09% New
56 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 22,57522.6k $507.7k $507.7k 0.00% Reduced -38 -38
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,15922.2k $498.4k $498.4k 0.00% Reduced -1.5k -1,541
58 PFG Advisors 0.03% of their portfolio Phoenix, AZ 21,34221.3k $480.0k $480.0k 0.03% Added +1.6k +1,555
59 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 19,88719.9k $447.3k $447.3k 0.00% Added +3.1k +3,116
60 COMERICA BANK 0.00% of their portfolio DALLAS, TX 19,86419.9k $446.7k $446.7k 0.00% Reduced -200 -200
61 Tortoise Investment Management, LLC 0.05% of their portfolio WHITE PLAINS, NY 19,66519.7k $442.3k $442.3k 0.05% Unchanged
62 Revisor Wealth Management LLC 0.18% of their portfolio AKRON, OH 18,04018.0k $405.7k $405.7k 0.18% New
63 Innova Wealth Partners 0.24% of their portfolio NEWTOWN, PA 17,27617.3k $388.5k $388.5k 0.24% Reduced -650 -650
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,05117.1k $383.5k $383.5k 0.00% Reduced -7.7k -7,660
65 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 15,96316.0k $359.0k $359.0k 0.00% Added +4.4k +4,420
66 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,74915.7k $354.2k $354.2k 0.00% Added +87 +87
67 ROMAN BUTLER FULLERTON & CO 0.13% of their portfolio ST LOUIS, MO 14,72614.7k $324.0k $324.0k 0.13% Added +2.0k +2,004
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,63914.6k $329.0k $329.0k 0.00% Added +80 +80
69 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 14,00014.0k $314.9k $314.9k 0.02% Reduced -17.4k -17,428
70 Bryn Mawr Trust Advisors, LLC 0.02% of their portfolio PHILADELPHIA, PA 13,95814.0k $313.9k $313.9k 0.02% Unchanged
71 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 13,93813.9k $313.5k $313.5k 0.01% Unchanged
72 BRANDYWINE OAK PRIVATE WEALTH LLC 0.03% of their portfolio Kennett Square, PA 13,85813.9k $311.7k $311.7k 0.03% Unchanged
73 Fortis Capital Advisors, LLC 0.06% of their portfolio PRAIRIE VILLAGE, KS 13,73413.7k $308.9k $308.9k 0.06% New
74 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 13,72413.7k $308.7k $308.7k 0.01% Reduced -24.8k -24,789
75 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 13,35013.3k $300.2k $300.2k 0.02% Added +500 +500
76 1620 INVESTMENT ADVISORS, INC. 0.23% of their portfolio PLYMOUTH, MA 13,22013.2k $297.3k $297.3k 0.23% Added +675 +675
77 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 12,58512.6k $283.0k $283.0k 0.02% Reduced -25 -25
78 Fourth Dimension Wealth, LLC 0.13% of their portfolio MIDDLEBURG HEIGHTS, OH 12,18212.2k $274.0k $274.0k 0.13% Added +2.2k +2,180
79 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 11,75011.8k $264.3k $264.3k 0.01% Unchanged
80 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 11,45011.4k $254.6k $254.6k 0.02% New
81 FC Advisory LLC 0.09% of their portfolio WEST CHESTER, PA 11,43711.4k $257.2k $257.2k 0.09% Added +57 +57
82 BCS Wealth Management 0.07% of their portfolio JOHNSON CITY, TN 11,38311.4k $256.0k $256.0k 0.07% Unchanged
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,33211.3k $254.9k $254.9k 0.00% Added +14 +14
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,28711.3k $254.0k $254.0k 0.00% New
85 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 11,19111.2k $252.0k $252.0k 0.02% Reduced -724 -724
86 Keebeck Wealth Management 0.04% of their portfolio Chicago, IL 10,75510.8k $241.9k $241.9k 0.04% Unchanged
87 Auour Investments LLC 0.09% of their portfolio WOBURN, MA 10,61510.6k $236.0k $236.0k 0.09% Reduced -3.9k -3,856
88 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,43910.4k $234.8k $234.8k 0.01% Reduced -3.8k -3,775
89 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,41810.4k $234.3k $234.3k 0.01% Unchanged
90 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,40010.4k $233.9k $233.9k 0.00% Unchanged
91 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 10,34510.3k $232.7k $232.7k 0.01% Reduced -10.0k -9,975
92 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 10,31810.3k $232.1k $232.1k 0.01% New
93 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,15810.2k $228.5k $228.5k 0.00% New
94 Walkner Condon Financial Advisors LLC 0.05% of their portfolio MADISON, WI 9,99910.0k $224.9k $224.9k 0.05% Reduced -4.5k -4,511
95 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,6069.6k $216.0k $216.0k 0.00% Reduced -19.4k -19,372
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 9,0009.0k $202.4k $202.4k 0.00% Added +4.5k +4,500
97 PENOBSCOT WEALTH MANAGEMENT 0.08% of their portfolio PORTLAND, ME 8,9428.9k $201.1k $201.1k 0.08% New
98 Cross Staff Investments Inc 0.15% of their portfolio PITTSFORD, NY 8,7108.7k $195.9k $195.9k 0.15% New
99 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 4,8184.8k $108.0k $108.0k 0.00% Added +3.4k +3,362
100 Pineridge Advisors LLC 0.04% of their portfolio ST. CHARLES, MO 4,4214.4k $99.4k $99.4k 0.04% Added +24 +24