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Cynosure Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cynosure Group’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 		– Sell
-2,478
Closed -$491K – 388
2024
Q3 		$491K Buy
+2,478
New +$306K 0.07% 155

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Cynosure Group's VYM Position: Q4 2024 in Review

Cynosure Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 2,478 shares — an estimated $491K sold.

Cynosure Group first reported a position in VYM in Q3 2024 and held it in 1 quarter. The position peaked at $491K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Cynosure Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Cynosure Group sold 2,478 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $491K.
  • Cynosure Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and held it in 1 quarter.
  • Cynosure Group's Vanguard High Dividend Yield ETF position peaked at $491K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Cynosure Group's 13F filing for Q4 2024, filed 12 Feb 2025.