Gallagher Benefit Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$546K	Buy	+5,049	New	+$537K	0.11%	106

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Gallagher Benefit Services's VYM Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2022: 5,049 shares worth $546K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Gallagher Benefit Services held 5,049 shares of Vanguard High Dividend Yield ETF worth $546K as of Q4 2022.
Vanguard High Dividend Yield ETF was a new Gallagher Benefit Services position in Q4 2022.
Vanguard High Dividend Yield ETF made up 0.11% of Gallagher Benefit Services's portfolio in Q4 2022, its #106 holding.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.