MWM
VYM icon

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

Merriman 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
2024
Q4 		$317K Sell
2,488
-425
-15% -$55.4K 0.01% 165
2024
Q3 		$373K Buy
2,913
+437
+18% +$53.9K 0.02% 159
2024
Q2 		$294K Hold
2,476
– – 0.01% 175
2024
Q1 		$300K Sell
2,476
-83
-3% -$9.51K 0.01% 166
2023
Q4 		$286K Buy
2,559
+70
+3% +$7.36K 0.01% 161
2023
Q3 		$257K Buy
2,489
+55
+2% +$5.9K 0.01% 159
2023
Q2 		$258K Sell
2,434
-132
-5% -$13.8K 0.01% 189
2023
Q1 		$271K Buy
+2,566
New +$276K 0.01% 167
2022
Q3 		– Sell
-2,018
Closed -$205K – 194
2022
Q2 		$205K Sell
2,018
-850
-30% -$92.1K 0.01% 157
2022
Q1 		$322K Buy
2,868
+31
+1% +$3.46K 0.03% 154
2021
Q4 		$318K Hold
2,837
– – 0.02% 172
2021
Q3 		$293K Buy
+2,837
New +$300K 0.02% 166
2015
Q2 		– Sell
-24,284
Closed -$1.66M – 43
2015
Q1 		$1.66M Sell
24,284
-1,356
-5% -$93.2K 1.69% 18
2014
Q4 		$1.74M Sell
25,640
-151
-0.6% -$10.2K 2.49% 11
2014
Q3 		$1.78M Sell
25,791
-877
-3% -$58.5K 2.3% 14
2014
Q2 		$1.78M Sell
26,668
-599
-2% -$38.7K 1.8% 14
2014
Q1 		$1.75M Sell
27,267
-703
-3% -$43.2K 1.81% 14
2013
Q4 		$1.74M Sell
27,970
-176
-0.6% -$10.6K 0.74% 34
2013
Q3 		$1.62M Buy
28,146
+311
+1% +$18.1K 0.85% 31
2013
Q2 		$1.57M Buy
+27,835
New +$1.57M 2.04% 13

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Merriman Wealth Management's VYM Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q4 2024, selling an estimated $55.4K and leaving 2,488 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #165.

Merriman Wealth Management first reported a position in VYM in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.78M in Q2 2014. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Merriman Wealth Management held 2,488 shares of Vanguard High Dividend Yield ETF worth $317K as of Q4 2024.
  • Merriman Wealth Management sold 425 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $55.4K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #165 holding.
  • Merriman Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 20 quarters since.
  • Merriman Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.78M in Q2 2014.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.