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Banyan Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Banyan Partners’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
2014
Q1 		– Sell
-3,237
Closed -$202K – 433
2013
Q4 		$202K Buy
+3,237
New +$196K 0.01% 390

Other funds holding VYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Banyan Partners's VYM Position: Q1 2014 in Review

Banyan Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2014, closing a stake of 3,237 shares — an estimated $202K sold.

Banyan Partners first reported a position in VYM in Q4 2013 and held it in 1 quarter. The position peaked at $202K in Q4 2013. 263 funds tracked by Wall St. Rank hold VYM as of Q1 2014.

  • Banyan Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 3,237 Vanguard High Dividend Yield ETF shares in Q1 2014, an estimated $202K.
  • Banyan Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 1 quarter.
  • Banyan Partners's Vanguard High Dividend Yield ETF position peaked at $202K in Q4 2013.
  • 263 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.