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Criterion Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Criterion Capital Advisors’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 		$774K Hold
6,529
– – 0.49% 46
2024
Q3 		$774K Hold
6,529
– – 0.49% 46
2024
Q2 		$774K Buy
6,529
+6,092
+1,394% +$722K 0.49% 46
2024
Q1 		$52.9K Hold
437
– – 0.04% 132
2023
Q4 		$48.8K Buy
+437
New +$45.9K 0.04% 141

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Criterion Capital Advisors's VYM Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2024 at 6,529 shares worth $774K. The position accounts for 0.49% of the portfolio, ranked #46.

Criterion Capital Advisors first reported a position in VYM in Q4 2023 and has held it in 5 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Criterion Capital Advisors held 6,529 shares of Vanguard High Dividend Yield ETF worth $774K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2024.
  • Vanguard High Dividend Yield ETF made up 0.49% of Criterion Capital Advisors's portfolio in Q4 2024, its #46 holding.
  • Criterion Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.