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Buckingham Capital Management (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Buckingham Capital Management (Ohio)’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 		– Sell
-5,149
Closed -$417K – 126
2020
Q3 		$417K Sell
5,149
-15,056
-75% -$1.23M 0.08% 96
2020
Q2 		$1.59M Sell
20,205
-961
-5% -$74.7K 0.35% 58
2020
Q1 		$1.5M Sell
21,166
-46,543
-69% -$4M 0.38% 59
2019
Q4 		$6.34M Buy
67,709
+3,076
+5% +$279K 1.1% 30
2019
Q3 		$5.74M Buy
64,633
+4,725
+8% +$414K 1.06% 30
2019
Q2 		$5.24M Buy
59,908
+957
+2% +$82.8K 0.99% 30
2019
Q1 		$5.05M Buy
58,951
+2,701
+5% +$226K 0.99% 30
2018
Q4 		$4.39M Buy
56,250
+2,493
+5% +$208K 0.96% 29
2018
Q3 		$4.68M Buy
53,757
+1,184
+2% +$102K 0.91% 31
2018
Q2 		$4.37M Buy
52,573
+3,590
+7% +$301K 0.89% 28
2018
Q1 		$4.04M Buy
48,983
+1,219
+3% +$105K 0.85% 29
2017
Q4 		$4.09M Buy
47,764
+2,750
+6% +$230K 0.86% 27
2017
Q3 		$3.65M Sell
45,014
-1,843
-4% -$146K 0.81% 31
2017
Q2 		$3.66M Buy
46,857
+3,204
+7% +$250K 0.84% 25
2017
Q1 		$3.39M Buy
43,653
+928
+2% +$71.6K 0.79% 33
2016
Q4 		$3.24M Buy
42,725
+655
+2% +$48.1K 0.8% 30
2016
Q3 		$3.04M Buy
42,070
+1,618
+4% +$118K 0.78% 33
2016
Q2 		$2.89M Buy
40,452
+1,368
+4% +$95.6K 0.77% 32
2016
Q1 		$2.7M Sell
39,084
-387
-1% -$25.3K 0.74% 34
2015
Q4 		$2.63M Buy
39,471
+400
+1% +$26.8K 0.74% 35
2015
Q3 		$2.45M Buy
39,071
+17,485
+81% +$1.15M 0.72% 34
2015
Q2 		$1.47M Buy
21,586
+4,335
+25% +$301K 0.41% 71
2015
Q1 		$1.18M Sell
17,251
-3,194
-16% -$219K 0.34% 88
2014
Q4 		$1.41M Buy
20,445
+414
+2% +$28.1K 0.42% 77
2014
Q3 		$1.33M Buy
20,031
+636
+3% +$42.4K 0.41% 78
2014
Q2 		$1.29M Buy
19,395
+2,337
+14% +$151K 0.41% 80
2014
Q1 		$1.08M Buy
17,058
+1,464
+9% +$89.9K 0.36% 90
2013
Q4 		$972K Buy
15,594
+177
+1% +$10.7K 0.34% 90
2013
Q3 		$891K Buy
+15,417
New +$896K 0.36% 94

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

Buckingham Capital Management (Ohio)'s VYM Position: Q4 2020 in Review

Buckingham Capital Management (Ohio) sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2020, closing a stake of 5,149 shares — an estimated $417K sold.

Buckingham Capital Management (Ohio) first reported a position in VYM in Q3 2013 and held it in 29 quarters. The position peaked at $6.34M in Q4 2019. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

  • Buckingham Capital Management (Ohio) reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 5,149 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $417K.
  • Buckingham Capital Management (Ohio) first reported a position in Vanguard High Dividend Yield ETF in Q3 2013 and held it in 29 quarters.
  • Buckingham Capital Management (Ohio)'s Vanguard High Dividend Yield ETF position peaked at $6.34M in Q4 2019.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2020, filed 4 Feb 2021.