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Managed Account Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Managed Account Services’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 		$258K Buy
2,492
+28
+1% +$2.96K 0.07% 94
2021
Q2 		$258K Buy
2,464
+118
+5% +$12.4K 0.06% 97
2021
Q1 		$237K Sell
2,346
-11
-0.5% -$1.06K 0.06% 94
2020
Q4 		$224K Buy
+2,357
New +$205K 0.06% 100

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return

Managed Account Services's VYM Position: Q3 2021 in Review

Managed Account Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q3 2021, buying an estimated $2.96K and bringing the position to 2,492 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #94.

Managed Account Services first reported a position in VYM in Q4 2020 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Managed Account Services held 2,492 shares of Vanguard High Dividend Yield ETF worth $258K as of Q3 2021.
  • Managed Account Services bought 28 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $2.96K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Managed Account Services's portfolio in Q3 2021, its #94 holding.
  • Managed Account Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.