EWM
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Executive Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Executive Wealth Management’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 		$18.3M Sell
143,208
-2,207
-2% -$288K 1.43% 16
2024
Q3 		$18.6M Buy
+145,415
New +$18M 1.46% 16
2024
Q2 		– Sell
-135,485
Closed -$16.3M – 250
2024
Q1 		$16.3M Buy
135,485
+88,019
+185% +$10.1M 1.43% 16
2023
Q4 		$5.3M Sell
47,466
-273
-0.6% -$28.7K 0.5% 67
2023
Q3 		$4.93M Buy
47,739
+1,823
+4% +$196K 0.51% 65
2023
Q2 		$4.87M Sell
45,916
-1,274
-3% -$134K 0.5% 61
2023
Q1 		$4.98M Sell
47,190
-69,291
-59% -$7.45M 0.55% 64
2022
Q4 		$12.6M Buy
116,481
+105,465
+957% +$11.2M 1.55% 17
2022
Q3 		$11K Sell
11,016
-106,602
-91% -$11.1M 1.53% 14
2022
Q2 		$12M Sell
117,618
-14,853
-11% -$1.61M 1.61% 13
2022
Q1 		$14.9M Buy
132,471
+155
+0.1% +$17.3K 1.61% 16
2021
Q4 		$14.8M Buy
132,316
+852
+0.6% +$92.7K 1.48% 18
2021
Q3 		$13.6M Sell
131,464
-1,037
-0.8% -$110K 1.5% 17
2021
Q2 		$13.9M Sell
132,501
-1,645
-1% -$173K 1.52% 17
2021
Q1 		$13.6M Buy
134,146
+51,551
+62% +$4.97M 1.59% 17
2020
Q4 		$7.56M Sell
82,595
-1,696
-2% -$147K 0.93% 22
2020
Q3 		$6.82M Sell
84,291
-32,149
-28% -$2.63M 0.94% 22
2020
Q2 		$9.17M Sell
116,440
-3,239
-3% -$252K 1.38% 16
2020
Q1 		$8.47M Sell
119,679
-31,313
-21% -$2.69M 1.5% 11
2019
Q4 		$14.1M Sell
150,992
-8,733
-5% -$792K 1.94% 11
2019
Q3 		$14.2M Sell
159,725
-2,904
-2% -$254K 2.15% 10
2019
Q2 		$14.2M Buy
162,629
+29,445
+22% +$2.55M 2.01% 10
2019
Q1 		$11.4M Sell
133,184
-18,377
-12% -$1.53M 2.04% 12
2018
Q4 		$11.8M Buy
+151,561
New +$12.6M 2.08% 10

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

Executive Wealth Management's VYM Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q4 2024, selling an estimated $288K and leaving 143,208 shares worth $18.3M. The position accounts for 1.43% of the portfolio, ranked #16.

Executive Wealth Management first reported a position in VYM in Q4 2018 and has held it in 24 quarters since. The position peaked at $18.6M in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Executive Wealth Management held 143,208 shares of Vanguard High Dividend Yield ETF worth $18.3M as of Q4 2024.
  • Executive Wealth Management sold 2,207 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $288K.
  • Vanguard High Dividend Yield ETF made up 1.43% of Executive Wealth Management's portfolio in Q4 2024, its #16 holding.
  • Executive Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Vanguard High Dividend Yield ETF position peaked at $18.6M in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.