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

Madison 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
2023 Q3	$894K	Buy	8,656 +1	+0%	+$107	0.19%	96
2023 Q2	$918K	Sell	8,655 -358	-4%	-$37.5K	0.19%	97
2023 Q1	$951K	Buy	9,013 +1	+0%	+$108	0.21%	92
2022 Q4	$975K	Sell	9,012 -69	-0.8%	-$7.34K	0.22%	89
2022 Q3	$862K	Buy	9,081 +173	+2%	+$18K	0.21%	92
2022 Q2	$906K	Buy	8,908 +452	+5%	+$49K	0.22%	92
2022 Q1	$949K	Buy	8,456 +166	+2%	+$18.5K	0.2%	94
2021 Q4	$929K	Buy	8,290 +2	+0%	+$218	0.19%	88
2021 Q3	$857K	Sell	8,288 -1,029	-11%	-$109K	0.19%	89
2021 Q2	$976K	Sell	9,317 -771	-8%	-$81K	0.22%	89
2021 Q1	$1.02M	Buy	10,088 +1,513	+18%	+$146K	0.25%	86
2020 Q4	$785K	Buy	8,575 +51	+0.6%	+$4.43K	0.21%	86
2020 Q3	$690K	Sell	8,524 -54	-0.6%	-$4.42K	0.21%	81
2020 Q2	$676K	Buy	8,578 +181	+2%	+$14.1K	0.22%	77
2020 Q1	$594K	Sell	8,397 -321	-4%	-$27.6K	0.24%	79
2019 Q4	$817K	Buy	+8,718	New	+$791K	0.23%	81

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Madison Wealth Management's VYM Position: Q3 2023 in Review

Madison Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.01% in Q3 2023, buying an estimated $107 and bringing the position to 8,656 shares worth $894K. The position accounts for 0.19% of the portfolio, ranked #96.

Madison Wealth Management first reported a position in VYM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2021. 1,444 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Madison Wealth Management held 8,656 shares of Vanguard High Dividend Yield ETF worth $894K as of Q3 2023.
Madison Wealth Management bought 1 Vanguard High Dividend Yield ETF share in Q3 2023, an estimated $107.
Vanguard High Dividend Yield ETF made up 0.19% of Madison Wealth Management's portfolio in Q3 2023, its #96 holding.
Madison Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.02M in Q1 2021.
1,444 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.