GWM
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Gray Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gray 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 		$805K Sell
6,306
-22
-0.3% -$2.87K 0.31% 51
2024
Q3 		$811K Buy
6,328
+3
+0% +$370 0.32% 52
2024
Q2 		$750K Buy
6,325
+4
+0.1% +$474 0.32% 51
2024
Q1 		$765K Buy
6,321
+3
+0% +$344 0.34% 52
2023
Q4 		$705K Sell
6,318
-721
-10% -$75.8K 0.34% 54
2023
Q3 		$727K Buy
7,039
+65
+0.9% +$6.97K 0.37% 54
2023
Q2 		$740K Sell
6,974
-72
-1% -$7.55K 0.37% 56
2023
Q1 		$743K Buy
7,046
+687
+11% +$73.9K 0.41% 50
2022
Q4 		$688K Buy
6,359
+4
+0.1% +$426 0.4% 54
2022
Q3 		$603K Buy
6,355
+107
+2% +$11.1K 0.39% 52
2022
Q2 		$635K Sell
6,248
-357
-5% -$38.7K 0.38% 52
2022
Q1 		$741K Buy
6,605
+688
+12% +$76.7K 0.38% 52
2021
Q4 		$663K Buy
5,917
+792
+15% +$86.2K 0.33% 54
2021
Q3 		$530K Buy
5,125
+3
+0.1% +$317 0.3% 58
2021
Q2 		$537K Buy
5,122
+2
+0% +$210 0.31% 58
2021
Q1 		$518K Sell
5,120
-68
-1% -$6.56K 0.33% 55
2020
Q4 		$475K Sell
5,188
-2,549
-33% -$221K 0.32% 51
2020
Q3 		$628K Sell
7,737
-370
-5% -$30.3K 0.49% 41
2020
Q2 		$639K Sell
8,107
-896
-10% -$69.7K 0.55% 40
2020
Q1 		$636K Buy
+9,003
New +$774K 0.7% 34

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

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

Gray Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.35% in Q4 2024, selling an estimated $2.87K and leaving 6,306 shares worth $805K. The position accounts for 0.31% of the portfolio, ranked #51.

Gray Wealth Management first reported a position in VYM in Q1 2020 and has held it in 20 quarters since. The position peaked at $811K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Gray Wealth Management held 6,306 shares of Vanguard High Dividend Yield ETF worth $805K as of Q4 2024.
  • Gray Wealth Management sold 22 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $2.87K.
  • Vanguard High Dividend Yield ETF made up 0.31% of Gray Wealth Management's portfolio in Q4 2024, its #51 holding.
  • Gray Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Vanguard High Dividend Yield ETF position peaked at $811K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.