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Hatton Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hatton Consulting’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
2021
Q3 		$4.91M Buy
47,517
+7,154
+18% +$756K 3.65% 9
2021
Q2 		$4.23M Buy
40,363
+3,812
+10% +$400K 3.31% 9
2021
Q1 		$3.69M Buy
+36,551
New +$3.53M 3.39% 9

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hatton Consulting's VYM Position: Q3 2021 in Review

Hatton Consulting increased its Vanguard High Dividend Yield ETF (VYM) stake by 18% in Q3 2021, buying an estimated $756K and bringing the position to 47,517 shares worth $4.91M. The position accounts for 3.65% of the portfolio, ranked #9.

Hatton Consulting first reported a position in VYM in Q1 2021 and has held it in 3 quarters since. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Hatton Consulting held 47,517 shares of Vanguard High Dividend Yield ETF worth $4.91M as of Q3 2021.
  • Hatton Consulting bought 7,154 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $756K.
  • Vanguard High Dividend Yield ETF made up 3.65% of Hatton Consulting's portfolio in Q3 2021, its #9 holding.
  • Hatton Consulting first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.