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

Edge Capital 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 		$204M Sell
1,595,820
-2,075
-0.1% -$271K 9.08% 1
2024
Q3 		$205M Sell
1,597,895
-9,556
-0.6% -$1.18M 9.08% 1
2024
Q2 		$191M Buy
1,607,451
+744
+0% +$88.2K 9.23% 1
2024
Q1 		$194M Buy
1,606,707
+53,644
+3% +$6.15M 9.67% 1
2023
Q4 		$173M Sell
1,553,063
-1,783
-0.1% -$187K 9.66% 1
2023
Q3 		$161M Buy
1,554,846
+20,092
+1% +$2.16M 10.42% 1
2023
Q2 		$163M Sell
1,534,754
-50,024
-3% -$5.25M 9.35% 1
2023
Q1 		$167M Buy
1,584,778
+45,363
+3% +$4.88M 10.3% 1
2022
Q4 		$167M Buy
1,539,415
+127,890
+9% +$13.6M 11.63% 1
2022
Q3 		$134M Buy
1,411,525
+69,636
+5% +$7.24M 11.02% 1
2022
Q2 		$136M Sell
1,341,889
-54,806
-4% -$5.94M 11.8% 1
2022
Q1 		$157M Buy
1,396,695
+139,760
+11% +$15.6M 10.74% 1
2021
Q4 		$141M Buy
1,256,935
+53,097
+4% +$5.78M 9.99% 1
2021
Q3 		$124M Buy
1,203,838
+13,986
+1% +$1.48M 9.9% 1
2021
Q2 		$125M Sell
1,189,852
-24,081
-2% -$2.53M 9.96% 1
2021
Q1 		$123M Buy
1,213,933
+83,143
+7% +$8.02M 10.27% 1
2020
Q4 		$103M Sell
1,130,790
-7,815
-0.7% -$679K 8.71% 1
2020
Q3 		$92.1M Sell
1,138,605
-17,660
-2% -$1.45M 9.2% 2
2020
Q2 		$91.1M Buy
1,156,265
+18,598
+2% +$1.45M 9.53% 2
2020
Q1 		$80.5M Buy
1,137,667
+158,231
+16% +$13.6M 9.6% 1
2019
Q4 		$91.8M Sell
979,436
-46,263
-5% -$4.19M 8.93% 1
2019
Q3 		$91M Sell
1,025,699
-137,466
-12% -$12M 9.2% 1
2019
Q2 		$102M Buy
1,163,165
+22,076
+2% +$1.91M 9.76% 1
2019
Q1 		$97.7M Sell
1,141,089
-98,651
-8% -$8.24M 9.63% 1
2018
Q4 		$96.7M Buy
+1,239,740
New +$103M 10.49% 1

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

Edge Capital Group's VYM Position: Q4 2024 in Review

Edge Capital Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.13% in Q4 2024, selling an estimated $271K and leaving 1,595,820 shares worth $204M. The position accounts for 9.08% of the portfolio, ranked #1.

Edge Capital Group first reported a position in VYM in Q4 2018 and has held it in 25 quarters since. The position peaked at $205M in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Edge Capital Group held 1,595,820 shares of Vanguard High Dividend Yield ETF worth $204M as of Q4 2024.
  • Edge Capital Group sold 2,075 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $271K.
  • Vanguard High Dividend Yield ETF made up 9.08% of Edge Capital Group's portfolio in Q4 2024, its #1 holding.
  • Edge Capital Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard High Dividend Yield ETF position peaked at $205M in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.