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National Planning Corporation’s Vanguard High Dividend Yield ETF VYM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-117,800
Closed -$9.55M – 615
2017
Q3 		$9.55M Buy
117,800
+13,291
+13% +$1.05M 0.8% 26
2017
Q2 		$8.2M Buy
104,509
+15,915
+18% +$1.24M 0.62% 33
2017
Q1 		$6.88M Buy
88,594
+3,919
+5% +$302K 0.52% 43
2016
Q4 		$6.4M Buy
84,675
+5,327
+7% +$391K 0.5% 45
2016
Q3 		$5.67M Buy
79,348
+8,231
+12% +$598K 0.45% 47
2016
Q2 		$5.16M Buy
71,117
+13,292
+23% +$929K 0.4% 58
2016
Q1 		$4.01M Sell
57,825
-5,783
-9% -$379K 0.35% 66
2015
Q4 		$4.05M Sell
63,608
-8,392
-12% -$563K 0.33% 65
2015
Q3 		$4.95M Sell
72,000
-534
-0.7% -$35.1K 0.45% 47
2015
Q2 		$4.91M Sell
72,534
-152,595
-68% -$10.6M 0.44% 50
2015
Q1 		$15.6M Sell
225,129
-12,579
-5% -$864K 1.39% 17
2014
Q4 		$16.1M Buy
237,708
+936
+0.4% +$63.5K 1.14% 13
2014
Q3 		$15.7M Buy
236,772
+22,233
+10% +$1.48M 1.19% 15
2014
Q2 		$14.2M Buy
214,539
+88,210
+70% +$5.7M 1.12% 15
2014
Q1 		$8.03M Buy
126,329
+6,150
+5% +$378K 0.69% 33
2013
Q4 		$7.48M Buy
120,179
+80,087
+200% +$4.84M 0.67% 34
2013
Q3 		$2.32M Sell
40,092
-17,095
-30% -$993K 0.23% 101
2013
Q2 		$3.23M Buy
+57,187
New +$3.24M 0.4% 65

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

National Planning Corporation's VYM Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2017, closing a stake of 117,800 shares — an estimated $9.55M sold.

National Planning Corporation first reported a position in VYM in Q2 2013 and held it in 18 quarters. The position peaked at $16.1M in Q4 2014. 691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 117,800 Vanguard High Dividend Yield ETF shares in Q4 2017, an estimated $9.55M.
  • National Planning Corporation first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard High Dividend Yield ETF position peaked at $16.1M in Q4 2014.
  • 691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.