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Bray Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bray Capital 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
2024
Q4 		$168K Buy
1,318
+2
+0.2% +$261 0.05% 136
2024
Q3 		$169K Buy
1,316
+3
+0.2% +$370 0.04% 139
2024
Q2 		$156K Buy
1,313
+6
+0.5% +$711 0.04% 137
2024
Q1 		$158K Buy
1,307
+3
+0.2% +$344 0.04% 141
2023
Q4 		$146K Buy
1,304
+7
+0.5% +$736 0.04% 141
2023
Q3 		$134K Buy
1,297
+4
+0.3% +$429 0.04% 139
2023
Q2 		$137K Buy
1,293
+6
+0.5% +$629 0.04% 145
2023
Q1 		$136K Buy
1,287
+53
+4% +$5.7K 0.04% 149
2022
Q4 		$134K Buy
1,234
+6
+0.5% +$638 0.04% 148
2022
Q3 		$117K Buy
1,228
+4
+0.3% +$416 0.04% 148
2022
Q2 		$124K Buy
1,224
+5
+0.4% +$542 0.04% 149
2022
Q1 		$137K Buy
1,219
+4
+0.3% +$446 0.04% 148
2021
Q4 		$136K Buy
1,215
+5
+0.4% +$544 0.03% 155
2021
Q3 		$125K Buy
1,210
+4
+0.3% +$423 0.03% 152
2021
Q2 		$126K Buy
1,206
+4
+0.3% +$420 0.03% 151
2021
Q1 		$121K Buy
1,202
+4
+0.3% +$386 0.03% 157
2020
Q4 		$110K Buy
1,198
+5
+0.4% +$434 0.03% 153
2020
Q3 		$97K Buy
1,193
+5
+0.4% +$410 0.03% 153
2020
Q2 		$94K Buy
1,188
+7
+0.6% +$544 0.04% 152
2020
Q1 		$84K Buy
1,181
+27
+2% +$2.32K 0.04% 152
2019
Q4 		$108K Buy
1,154
+4
+0.3% +$363 0.04% 161
2019
Q3 		$102K Sell
1,150
-762
-40% -$66.7K 0.04% 163
2019
Q2 		$167K Buy
1,912
+4
+0.2% +$346 0.06% 159
2019
Q1 		$163K Buy
1,908
+4
+0.2% +$334 0.07% 158
2018
Q4 		$149K Buy
1,904
+19
+1% +$1.58K 0.07% 160
2018
Q3 		$164K Hold
1,885
– – 0.07% 155
2018
Q2 		$157K Buy
1,885
+17
+0.9% +$1.42K 0.07% 150
2018
Q1 		$154K Buy
+1,868
New +$161K 0.07% 153
2015
Q4 		– Sell
-188
Closed -$12K – 312
2015
Q3 		$12K Buy
188
+3
+2% +$197 0.01% 320
2015
Q2 		$12K Buy
+185
New +$12.8K 0.01% 340

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bray Capital Advisors's VYM Position: Q4 2024 in Review

Bray Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.15% in Q4 2024, buying an estimated $261 and bringing the position to 1,318 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #136.

Bray Capital Advisors first reported a position in VYM in Q2 2015 and has held it in 30 quarters since. The position peaked at $169K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Bray Capital Advisors held 1,318 shares of Vanguard High Dividend Yield ETF worth $168K as of Q4 2024.
  • Bray Capital Advisors bought 2 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $261.
  • Vanguard High Dividend Yield ETF made up 0.05% of Bray Capital Advisors's portfolio in Q4 2024, its #136 holding.
  • Bray Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 30 quarters since.
  • Bray Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $169K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.