Cornerstone Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cornerstone Financial Partners’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
2017 Q4	$8.57M	Buy	+99,947	New	+$8.36M	2.8%	9
2017 Q1	–	Sell	-80,909	Closed	-$6.14M	–	175
2016 Q4	$6.14M	Buy	80,909 +474	+0.6%	+$34.8K	1.96%	14
2016 Q3	$5.8M	Sell	80,435 -2,670	-3%	-$194K	2.03%	15
2016 Q2	$5.96M	Buy	83,105 +3,616	+5%	+$253K	2.12%	10
2016 Q1	$5.48M	Buy	+79,489	New	+$5.21M	2.13%	7

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cornerstone Financial Partners's VYM Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2017: 99,947 shares worth $8.57M. The stake represents 2.8% of the portfolio and ranks #9 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in VYM as recently as Q4 2016.

Cornerstone Financial Partners first reported a position in VYM in Q1 2016 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

Cornerstone Financial Partners held 99,947 shares of Vanguard High Dividend Yield ETF worth $8.57M as of Q4 2017.
Vanguard High Dividend Yield ETF was a new Cornerstone Financial Partners position in Q4 2017.
Vanguard High Dividend Yield ETF made up 2.8% of Cornerstone Financial Partners's portfolio in Q4 2017, its #9 holding.
Cornerstone Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 5 quarters since.
691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.