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

Edge 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
2018 Q2	$85.3M	Buy	1,027,332 +5,360	+0.5%	+$449K	7.62%	1
2018 Q1	$84.3M	Buy	1,021,972 +76,124	+8%	+$6.54M	7.94%	1
2017 Q4	$81M	Buy	945,848 +109,678	+13%	+$9.17M	7.96%	1
2017 Q3	$67.8M	Sell	836,170 -8,444	-1%	-$670K	7.37%	1
2017 Q2	$66M	Buy	844,614 +90,303	+12%	+$7.03M	7.52%	1
2017 Q1	$58.6M	Buy	754,311 +51,537	+7%	+$3.98M	7.17%	1
2016 Q4	$53.2M	Buy	+702,774	New	+$51.6M	6.85%	1

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

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

RJA

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

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

SBSB

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Advisors's VYM Position: Q2 2018 in Review

Edge Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.52% in Q2 2018, buying an estimated $449K and bringing the position to 1,027,332 shares worth $85.3M. The position accounts for 7.62% of the portfolio, ranked #1.

Edge Advisors first reported a position in VYM in Q4 2016 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold VYM as of Q2 2018.

Edge Advisors held 1,027,332 shares of Vanguard High Dividend Yield ETF worth $85.3M as of Q2 2018.
Edge Advisors bought 5,360 Vanguard High Dividend Yield ETF shares in Q2 2018, an estimated $449K.
Vanguard High Dividend Yield ETF made up 7.62% of Edge Advisors's portfolio in Q2 2018, its #1 holding.
Edge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.