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

Gratus Capital’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
Q2 		$1.01M Buy
8,535
+1,541
+22% +$183K 0.04% 181
2024
Q1 		$846K Buy
6,994
+4,722
+208% +$541K 0.04% 181
2023
Q4 		$254K Buy
2,272
+13
+0.6% +$1.37K 0.01% 237
2023
Q3 		$233K Buy
+2,259
New +$242K 0.02% 231

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

Gratus Capital's VYM Position: Q2 2024 in Review

Gratus Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 22% in Q2 2024, buying an estimated $183K and bringing the position to 8,535 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #181.

Gratus Capital first reported a position in VYM in Q3 2023 and has held it in 4 quarters since. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Gratus Capital held 8,535 shares of Vanguard High Dividend Yield ETF worth $1.01M as of Q2 2024.
  • Gratus Capital bought 1,541 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $183K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Gratus Capital's portfolio in Q2 2024, its #181 holding.
  • Gratus Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.