McKinley Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McKinley Capital 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 Q1	–	Sell	-4,066	Closed	-$440K	–	178
2022 Q4	$440K	Buy	+4,066	New	+$433K	0.06%	161
2019 Q2	–	Sell	-730	Closed	-$63K	–	289
2019 Q1	$63K	Sell	730 -250	-26%	-$20.9K	﹤0.01%	213
2018 Q4	$76K	Sell	980 -1,270	-56%	-$106K	0.01%	206
2018 Q3	$196K	Buy	+2,250	New	+$195K	0.01%	205
2018 Q2	–	Sell	-743	Closed	-$61K	–	347
2018 Q1	$61K	Sell	743 -9,407	-93%	-$809K	﹤0.01%	295
2017 Q4	$869K	Buy	+10,150	New	+$849K	0.04%	240
2016 Q4	–	Sell	-9,310	Closed	-$672K	–	580
2016 Q3	$672K	Buy	+9,310	New	+$676K	0.02%	271
2016 Q1	–	Sell	-592	Closed	-$40K	–	393
2015 Q4	$40K	Buy	+592	New	+$39.7K	﹤0.01%	324

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

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

RJFSA

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

McKinley Capital Management's VYM Position: Q1 2023 in Review

McKinley Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 4,066 shares — an estimated $440K sold.

McKinley Capital Management first reported a position in VYM in Q4 2015 and held it in 8 quarters. The position peaked at $869K in Q4 2017. 1,436 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

McKinley Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
McKinley Capital Management sold 4,066 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $440K.
McKinley Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 8 quarters.
McKinley Capital Management's Vanguard High Dividend Yield ETF position peaked at $869K in Q4 2017.
1,436 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on McKinley Capital Management's 13F filing for Q1 2023, filed 11 May 2023.