Mariner Independent Advisor Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$15.5M	Buy	163,754 +2,763	+2%	+$287K	0.67%	32
2022 Q2	$16.5M	Buy	160,991 +26,987	+20%	+$2.92M	0.69%	26
2022 Q1	$15M	Buy	134,004 +49,212	+58%	+$5.49M	0.58%	37
2021 Q4	$9.54M	Sell	84,792 -29,765	-26%	-$3.24M	0.45%	52
2021 Q3	$11.8M	Buy	114,557 +8,711	+8%	+$921K	0.58%	31
2021 Q2	$11.1M	Buy	105,846 +10,656	+11%	+$1.12M	0.5%	35
2021 Q1	$9.62M	Buy	95,190 +12,708	+15%	+$1.23M	0.5%	40
2020 Q4	$7.55M	Buy	82,482 +2,806	+4%	+$244K	0.4%	56
2020 Q3	$6.45M	Buy	79,676 +6,391	+9%	+$523K	0.53%	43
2020 Q2	$5.77M	Sell	73,285 -10,096	-12%	-$785K	0.53%	43
2020 Q1	$5.69M	Buy	83,381 +2,159	+3%	+$185K	0.51%	49
2019 Q4	$7.61M	Buy	81,222 +7,800	+11%	+$707K	0.55%	41
2019 Q3	$6.43M	Buy	73,422 +2,484	+4%	+$217K	0.49%	53
2019 Q2	$6.22M	Buy	70,938 +2,592	+4%	+$224K	0.47%	50
2019 Q1	$5.9M	Buy	68,346 +7,886	+13%	+$659K	0.5%	46
2018 Q4	$4.85M	Buy	+60,460	New	+$5.04M	0.43%	56
2018 Q3	–	Sell	-42,183	Closed	-$3.5M	–	296
2018 Q2	$3.5M	Sell	42,183 -2,068	-5%	-$173K	0.62%	44
2018 Q1	$3.65M	Buy	44,251 +27,561	+165%	+$2.37M	0.22%	95
2017 Q4	$1.43M	Buy	+16,690	New	+$1.4M	0.15%	150
2017 Q1	–	Sell	-31,571	Closed	-$2.39M	–	354
2016 Q4	$2.39M	Buy	+31,571	New	+$2.32M	0.39%	63
2016 Q3	–	Sell	-17,850	Closed	-$1.28M	–	198
2016 Q2	$1.28M	Buy	+17,850	New	+$1.25M	0.24%	90
2016 Q1	–	Sell	-22,144	Closed	-$1.48M	–	133
2015 Q4	$1.48M	Buy	22,144 +4,937	+29%	+$331K	0.99%	30
2015 Q3	$1.08M	Sell	17,207 -1,872	-10%	-$123K	0.41%	70
2015 Q2	$1.28M	Buy	+19,079	New	+$1.32M	0.63%	52
2015 Q1	–	Sell	-4,661	Closed	-$320K	–	165
2014 Q4	$320K	Buy	+4,661	New	+$316K	0.15%	111

Other funds holding VYM

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

SLI

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Independent Advisor Network's VYM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q3 2022, buying an estimated $287K and bringing the position to 163,754 shares worth $15.5M. The position accounts for 0.67% of the portfolio, ranked #32.

Mariner Independent Advisor Network first reported a position in VYM in Q4 2014 and has held it in 25 quarters since. The position peaked at $16.5M in Q2 2022. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Mariner Independent Advisor Network held 163,754 shares of Vanguard High Dividend Yield ETF worth $15.5M as of Q3 2022.
Mariner Independent Advisor Network bought 2,763 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $287K.
Vanguard High Dividend Yield ETF made up 0.67% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #32 holding.
Mariner Independent Advisor Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 25 quarters since.
Mariner Independent Advisor Network's Vanguard High Dividend Yield ETF position peaked at $16.5M in Q2 2022.
1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.