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John Overdeck’s Vanguard High Dividend Yield ETF VYM Stock Holding History

John Overdeck’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
2023
Q3 		– Sell
-3,962
Closed -$420K – 3243
2023
Q2 		$420K Buy
+3,962
New +$416K ﹤0.01% 2402
2022
Q4 		– Sell
-6,562
Closed -$623K – 3106
2022
Q3 		$623K Sell
6,562
-26,300
-80% -$2.73M ﹤0.01% 1674
2022
Q2 		$3.34M Sell
32,862
-115,500
-78% -$12.5M 0.01% 932
2022
Q1 		$16.7M Sell
148,362
-274,700
-65% -$30.6M 0.05% 434
2021
Q4 		$47.4M Buy
423,062
+132,200
+45% +$14.4M 0.1% 237
2021
Q3 		$30.1M Sell
290,862
-148,500
-34% -$15.7M 0.07% 321
2021
Q2 		$46M Sell
439,362
-97,500
-18% -$10.2M 0.1% 218
2021
Q1 		$54.3M Buy
536,862
+40,400
+8% +$3.9M 0.14% 159
2020
Q4 		$45.4M Sell
496,462
-112,900
-19% -$9.81M 0.13% 173
2020
Q3 		$49.3M Buy
609,362
+515,900
+552% +$42.3M 0.18% 127
2020
Q2 		$7.36M Buy
93,462
+42,800
+84% +$3.33M 0.04% 496
2020
Q1 		$3.58M Sell
50,662
-294,338
-85% -$25.3M 0.03% 658
2019
Q4 		$32.3M Buy
345,000
+150,700
+78% +$13.7M 0.1% 245
2019
Q3 		$17.2M Sell
194,300
-500
-0.3% -$43.8K 0.06% 383
2019
Q2 		$17M Buy
194,800
+74,200
+62% +$6.42M 0.06% 395
2019
Q1 		$10.3M Sell
120,600
-36,800
-23% -$3.07M 0.03% 644
2018
Q4 		$12.3M Buy
157,400
+90,900
+137% +$7.58M 0.05% 484
2018
Q3 		$5.79M Buy
+66,500
New +$5.75M 0.02% 885

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

John Overdeck's VYM Position: Q3 2023 in Review

John Overdeck sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 3,962 shares — an estimated $420K sold.

John Overdeck first reported a position in VYM in Q3 2018 and held it in 18 quarters. The position peaked at $54.3M in Q1 2021. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • John Overdeck reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • John Overdeck sold 3,962 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $420K.
  • John Overdeck first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 18 quarters.
  • John Overdeck's Vanguard High Dividend Yield ETF position peaked at $54.3M in Q1 2021.
  • 1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Two Sigma Investments's 13F filing for Q3 2023, filed 14 Nov 2023.