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Advisor Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advisor Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2
Closed -$1K – 5456
2019
Q3 		$1K Buy
+2
New +$175 ﹤0.01% 5179

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's VYM Position: Q4 2019 in Review

Advisor Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q4 2019, buying an estimated $1.24M and bringing the position to 461,929 shares worth $43.3M. The position accounts for 0.3% of the portfolio, ranked #58.

Advisor Group first reported a position in VYM in Q2 2016 and has held it in 15 quarters since. 1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

  • Advisor Group held 461,929 shares of Vanguard High Dividend Yield ETF worth $43.3M as of Q4 2019.
  • Advisor Group bought 13,722 Vanguard High Dividend Yield ETF shares in Q4 2019, an estimated $1.24M.
  • Vanguard High Dividend Yield ETF made up 0.3% of Advisor Group's portfolio in Q4 2019, its #58 holding.
  • Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.