Atom Investors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atom Investors’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
2021 Q3	–	Sell	-8,917	Closed	-$934K	–	389
2021 Q2	$934K	Buy	+8,917	New	+$936K	0.12%	128
2021 Q1	–	Sell	-31,944	Closed	-$2.92M	–	430
2020 Q4	$2.92M	Buy	+31,944	New	+$2.77M	0.3%	90
2020 Q2	–	Sell	-194,039	Closed	-$13.7M	–	491
2020 Q1	$13.7M	Buy	194,039 +118,715	+158%	+$10.2M	1.21%	21
2019 Q4	$7.06M	Buy	+75,324	New	+$6.83M	0.58%	58

Other funds holding VYM

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Atom Investors's VYM Position: Q3 2021 in Review

Atom Investors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 8,917 shares — an estimated $934K sold.

Atom Investors first reported a position in VYM in Q4 2019 and held it in 4 quarters. The position peaked at $13.7M in Q1 2020. 1,128 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Atom Investors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
Atom Investors sold 8,917 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $934K.
Atom Investors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 4 quarters.
Atom Investors's Vanguard High Dividend Yield ETF position peaked at $13.7M in Q1 2020.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Atom Investors's 13F filing for Q3 2021, filed 15 Nov 2021.