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

Berry 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
2020
Q4 		$394K Hold
4,307
– – 0.18% 82
2020
Q3 		$349K Hold
4,307
– – 0.19% 81
2020
Q2 		$339K Hold
4,307
– – 0.21% 78
2020
Q1 		$305K Hold
4,307
– – 0.23% 74
2019
Q4 		$404K Buy
+4,307
New +$391K 0.22% 79

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berry Group's VYM Position: Q4 2020 in Review

Berry Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2020 at 4,307 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #82.

Berry Group first reported a position in VYM in Q4 2019 and has held it in 5 quarters since. The position peaked at $404K in Q4 2019. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

  • Berry Group held 4,307 shares of Vanguard High Dividend Yield ETF worth $394K as of Q4 2020.
  • Berry Group left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2020.
  • Vanguard High Dividend Yield ETF made up 0.18% of Berry Group's portfolio in Q4 2020, its #82 holding.
  • Berry Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Vanguard High Dividend Yield ETF position peaked at $404K in Q4 2019.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.