HCM
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HMS Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HMS Capital 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
2019
Q3 		– Sell
-1,013
Closed -$89K – 294
2019
Q2 		$89K Buy
+1,013
New +$87.6K 0.04% 177
2018
Q2 		– Sell
-5,345
Closed -$441K – 214
2018
Q1 		$441K Buy
+5,345
New +$460K 0.29% 94

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HMS Capital Management's VYM Position: Q3 2019 in Review

HMS Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 1,013 shares — an estimated $89K sold.

HMS Capital Management first reported a position in VYM in Q1 2018 and held it in 2 quarters. The position peaked at $441K in Q1 2018. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

  • HMS Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 1,013 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $89K.
  • HMS Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 2 quarters.
  • HMS Capital Management's Vanguard High Dividend Yield ETF position peaked at $441K in Q1 2018.
  • 859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.