Credit Suisse’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Credit Suisse’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
2023 Q2	–	Sell	-5,330	Closed	-$562K	–	3274
2023 Q1	$562K	Buy	5,330 +4,402	+474%	+$473K	﹤0.01%	2686
2022 Q4	$100K	Sell	928 -3,984	-81%	-$424K	﹤0.01%	3333
2022 Q3	$466K	Buy	4,912 +2,859	+139%	+$297K	﹤0.01%	2828
2022 Q2	$209K	Buy	+2,053	New	+$222K	﹤0.01%	3308
2022 Q1	–	Sell	-2,412	Closed	-$270K	–	4364
2021 Q4	$270K	Buy	+2,412	New	+$262K	﹤0.01%	4168
2021 Q1	–	Sell	-33,826	Closed	-$3.1M	–	4589
2020 Q4	$3.1M	Hold	33,826	–	–	﹤0.01%	2489
2020 Q3	$2.74M	Hold	33,826	–	–	﹤0.01%	2197
2020 Q2	$2.67M	Buy	+33,826	New	+$2.63M	﹤0.01%	2151
2019 Q3	–	Sell	-3,184	Closed	-$278K	–	4270
2019 Q2	$278K	Buy	+3,184	New	+$275K	﹤0.01%	3715
2018 Q4	–	Sell	-14,814	Closed	-$1.29M	–	4025
2018 Q3	$1.29M	Buy	+14,814	New	+$1.28M	﹤0.01%	2683
2017 Q4	–	Sell	-7,189	Closed	-$583K	–	4218
2017 Q3	$583K	Buy	+7,189	New	+$571K	﹤0.01%	3457
2017 Q2	–	Sell	-20,022	Closed	-$1.55M	–	3977
2017 Q1	$1.55M	Buy	+20,022	New	+$1.55M	﹤0.01%	2535
2016 Q3	–	Sell	-26,469	Closed	-$1.89M	–	4274
2016 Q2	$1.89M	Buy	26,469 +22,594	+583%	+$1.58M	﹤0.01%	2369
2016 Q1	$268K	Sell	3,875 -344,046	-99%	-$22.5M	﹤0.01%	3565
2015 Q4	$23.2M	Sell	347,921 -124,527	-26%	-$8.36M	0.03%	696
2015 Q3	$29.6M	Sell	472,448 -275,485	-37%	-$18.1M	0.04%	568
2015 Q2	$50.4M	Buy	747,933 +92,041	+14%	+$6.39M	0.05%	416
2015 Q1	$44.8M	Sell	655,892 -290,968	-31%	-$20M	0.05%	474
2014 Q4	$65.1M	Buy	946,860 +273,915	+41%	+$18.6M	0.06%	353
2014 Q3	$44.7M	Buy	672,945 +277,029	+70%	+$18.5M	0.04%	552
2014 Q2	$26.3M	Buy	395,916 +162,747	+70%	+$10.5M	0.02%	795
2014 Q1	$14.7M	Sell	233,169 -55,237	-19%	-$3.39M	0.01%	1000
2013 Q4	$18M	Buy	288,406 +119,012	+70%	+$7.19M	0.02%	879
2013 Q3	$9.74M	Sell	169,394 -1,478,489	-90%	-$85.9M	0.01%	1157
2013 Q2	$92.9M	Buy	+1,647,883	New	+$93.2M	0.09%	203

Other funds holding VYM

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Credit Suisse's VYM Position: Q2 2023 in Review

Credit Suisse sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 5,330 shares — an estimated $562K sold.

Credit Suisse first reported a position in VYM in Q2 2013 and held it in 25 quarters. The position peaked at $92.9M in Q2 2013. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Credit Suisse reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Credit Suisse sold 5,330 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $562K.
Credit Suisse first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 25 quarters.
Credit Suisse's Vanguard High Dividend Yield ETF position peaked at $92.9M in Q2 2013.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.