HP
VYM icon

Hyperion Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hyperion Partners’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
Q3 		$227K Buy
1,773
+9
+0.5% +$1.11K 0.15% 66
2024
Q2 		$209K Buy
1,764
+12
+0.7% +$1.42K 0.15% 68
2024
Q1 		$212K Buy
+1,752
New +$201K 0.16% 64

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hyperion Partners's VYM Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.51% in Q3 2024, buying an estimated $1.11K and bringing the position to 1,773 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #66.

Hyperion Partners first reported a position in VYM in Q1 2024 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • Hyperion Partners held 1,773 shares of Vanguard High Dividend Yield ETF worth $227K as of Q3 2024.
  • Hyperion Partners bought 9 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $1.11K.
  • Vanguard High Dividend Yield ETF made up 0.15% of Hyperion Partners's portfolio in Q3 2024, its #66 holding.
  • Hyperion Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.