National Mutual Insurance Federation of Agricultural Cooperatives’s Vanguard High Dividend Yield ETF VYM Stock Holding History

National Mutual Insurance Federation of Agricultural Cooperatives’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
2020 Q1	–	Sell	-1,068,000	Closed	-$100M	–	61
2019 Q4	$100M	Hold	1,068,000	–	–	1.2%	11
2019 Q3	$94.8M	Hold	1,068,000	–	–	1.2%	12
2019 Q2	$93.3M	Buy	+1,068,000	New	+$92.3M	1.17%	12
2017 Q2	–	Sell	-1,307,000	Closed	-$101M	–	53
2017 Q1	$101M	Sell	1,307,000 -961,000	-42%	-$74.2M	2.13%	6
2016 Q4	$172M	Hold	2,268,000	–	–	3.98%	6
2016 Q3	$164M	Buy	+2,268,000	New	+$165M	4.11%	6

Other funds holding VYM

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

RJA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

National Mutual Insurance Federation of Agricultural Cooperatives's VYM Position: Q1 2020 in Review

National Mutual Insurance Federation of Agricultural Cooperatives sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 1,068,000 shares — an estimated $100M sold.

National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in VYM in Q3 2016 and held it in 6 quarters. The position peaked at $172M in Q4 2016. 923 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

National Mutual Insurance Federation of Agricultural Cooperatives reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
National Mutual Insurance Federation of Agricultural Cooperatives sold 1,068,000 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $100M.
National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 6 quarters.
National Mutual Insurance Federation of Agricultural Cooperatives's Vanguard High Dividend Yield ETF position peaked at $172M in Q4 2016.
923 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on National Mutual Insurance Federation of Agricultural Cooperatives's 13F filing for Q1 2020, filed 23 Apr 2020.