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Family Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Family Asset 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
Q3 		$1.08M Buy
8,402
+1,751
+26% +$216K 0.65% 37
2024
Q2 		$789K Buy
6,651
+996
+18% +$118K 0.51% 50
2024
Q1 		$684K Sell
5,655
-1,808
-24% -$207K 0.43% 55
2023
Q4 		$833K Sell
7,463
-3,806
-34% -$400K 0.56% 43
2023
Q3 		$1.16M Buy
11,269
+7,183
+176% +$771K 0.86% 30
2023
Q2 		$433K Buy
+4,086
New +$429K 0.29% 67

Other funds holding VYM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Family Asset Management's VYM Position: Q3 2024 in Review

Family Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 26% in Q3 2024, buying an estimated $216K and bringing the position to 8,402 shares worth $1.08M. The position accounts for 0.65% of the portfolio, ranked #37.

Family Asset Management first reported a position in VYM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2023. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • Family Asset Management held 8,402 shares of Vanguard High Dividend Yield ETF worth $1.08M as of Q3 2024.
  • Family Asset Management bought 1,751 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $216K.
  • Vanguard High Dividend Yield ETF made up 0.65% of Family Asset Management's portfolio in Q3 2024, its #37 holding.
  • Family Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 6 quarters since.
  • Family Asset Management's Vanguard High Dividend Yield ETF position peaked at $1.16M in Q3 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.