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

CXI 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
2019
Q4 		$37K Buy
+390
New +$35.4K 0.08% 34

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CXI Advisors's VYM Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2019: 390 shares worth $37K. The stake represents 0.08% of the portfolio and ranks #34 among its holdings.

1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

  • CXI Advisors held 390 shares of Vanguard High Dividend Yield ETF worth $37K as of Q4 2019.
  • Vanguard High Dividend Yield ETF was a new CXI Advisors position in Q4 2019.
  • Vanguard High Dividend Yield ETF made up 0.08% of CXI Advisors's portfolio in Q4 2019, its #34 holding.
  • 1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.