Marshall Wace’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall Wace’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 Q2	–	Sell	-17,800	Closed	-$1.88M	–	3006
2023 Q1	$1.88M	Buy	+17,800	New	+$1.91M	﹤0.01%	1490
2022 Q4	–	Sell	-7,900	Closed	-$750K	–	3462
2022 Q3	$750K	Buy	7,900 +1,700	+27%	+$177K	﹤0.01%	2548
2022 Q2	$630K	Buy	+6,200	New	+$672K	﹤0.01%	2684

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

Marshall Wace's VYM Position: Q2 2023 in Review

Marshall Wace sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 17,800 shares — an estimated $1.88M sold.

Marshall Wace first reported a position in VYM in Q2 2022 and held it in 3 quarters. The position peaked at $1.88M in Q1 2023. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Marshall Wace reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 17,800 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $1.88M.
Marshall Wace first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 3 quarters.
Marshall Wace's Vanguard High Dividend Yield ETF position peaked at $1.88M in Q1 2023.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.