BAIA
VYM icon

Bel Air Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bel Air Investment 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
2021
Q2 		$692K Hold
6,603
– – 0.02% 224
2021
Q1 		$667K Buy
+6,603
New +$637K 0.02% 238

Other funds holding VYM

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bel Air Investment Advisors's VYM Position: Q2 2021 in Review

Bel Air Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2021 at 6,603 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #224.

Bel Air Investment Advisors first reported a position in VYM in Q1 2021 and has held it in 2 quarters since. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

  • Bel Air Investment Advisors held 6,603 shares of Vanguard High Dividend Yield ETF worth $692K as of Q2 2021.
  • Bel Air Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2021.
  • Vanguard High Dividend Yield ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #224 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.