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BTC Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BTC Capital Management’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 		– Sell
-1,970
Closed -$253K – 214
2024
Q3 		$253K Buy
+1,970
New +$243K 0.02% 202
2022
Q4 		– Sell
-4,435
Closed -$421K – 257
2022
Q3 		$421K Buy
+4,435
New +$461K 0.06% 167

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

BTC Capital Management's VYM Position: Q4 2024 in Review

BTC Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 1,970 shares — an estimated $253K sold.

BTC Capital Management first reported a position in VYM in Q3 2022 and held it in 2 quarters. The position peaked at $421K in Q3 2022. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • BTC Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • BTC Capital Management sold 1,970 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $253K.
  • BTC Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 2 quarters.
  • BTC Capital Management's Vanguard High Dividend Yield ETF position peaked at $421K in Q3 2022.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on BTC Capital Management's 13F filing for Q4 2024, filed 23 Jan 2025.