Ancora Family Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$279K	Buy	3,873 +214	+6%	+$15.5K	0.1%	177
2016 Q2	$261K	Buy	3,659 +666	+22%	+$46.5K	0.1%	159
2016 Q1	$207K	Buy	+2,993	New	+$196K	0.08%	169
2015 Q4	–	Sell	-3,233	Closed	-$203K	–	202
2015 Q3	$203K	Buy	+3,233	New	+$213K	0.08%	184

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ancora Family Wealth Advisors's VYM Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.8% in Q3 2016, buying an estimated $15.5K and bringing the position to 3,873 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #177.

Ancora Family Wealth Advisors first reported a position in VYM in Q3 2015 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold VYM as of Q3 2016.

Ancora Family Wealth Advisors held 3,873 shares of Vanguard High Dividend Yield ETF worth $279K as of Q3 2016.
Ancora Family Wealth Advisors bought 214 Vanguard High Dividend Yield ETF shares in Q3 2016, an estimated $15.5K.
Vanguard High Dividend Yield ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #177 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 4 quarters since.
475 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.