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CEDRUS’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CEDRUS’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
Q3 		$323K Buy
+2,523
New +$311K 0.12% 134
2023
Q3 		– Sell
-12,636
Closed -$1.34M – 152
2023
Q2 		$1.34M Buy
12,636
+1,131
+10% +$119K 0.95% 23
2023
Q1 		$1.21M Buy
11,505
+6,051
+111% +$651K 0.85% 24
2022
Q4 		$590K Buy
+5,454
New +$580K 0.48% 41

Other funds holding VYM

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CEDRUS's VYM Position: Q3 2024 in Review

CEDRUS opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2024: 2,523 shares worth $323K. The stake represents 0.12% of the portfolio and ranks #134 among its holdings. This is a return to the name: CEDRUS previously reported a position in VYM as recently as Q2 2023.

CEDRUS first reported a position in VYM in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2023. 1,653 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • CEDRUS held 2,523 shares of Vanguard High Dividend Yield ETF worth $323K as of Q3 2024.
  • Vanguard High Dividend Yield ETF was a new CEDRUS position in Q3 2024.
  • Vanguard High Dividend Yield ETF made up 0.12% of CEDRUS's portfolio in Q3 2024, its #134 holding.
  • CEDRUS first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 4 quarters since.
  • CEDRUS's Vanguard High Dividend Yield ETF position peaked at $1.34M in Q2 2023.
  • 1,653 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.