Compass Investment Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Compass Investment Advisers’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	$1.7M	Buy	+13,324	New	+$1.74M	4.94%	6

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Investment Advisers's VYM Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2024: 13,324 shares worth $1.7M. The stake represents 4.94% of the portfolio and ranks #6 among its holdings.

1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Compass Investment Advisers held 13,324 shares of Vanguard High Dividend Yield ETF worth $1.7M as of Q4 2024.
Vanguard High Dividend Yield ETF was a new Compass Investment Advisers position in Q4 2024.
Vanguard High Dividend Yield ETF made up 4.94% of Compass Investment Advisers's portfolio in Q4 2024, its #6 holding.
1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.