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New Century Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New Century Financial Group’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
2025
Q1 		– Sell
-1,707
Closed -$219K – 290
2024
Q4 		$219K Sell
1,707
-28,916
-94% -$3.77M 0.09% 267
2024
Q3 		$3.93M Buy
30,623
+741
+2% +$91.5K 1.44% 10
2024
Q2 		$3.54M Buy
+29,882
New +$3.54M 1.51% 10

Other funds holding VYM

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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

New Century Financial Group's VYM Position: Q1 2025 in Review

New Century Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 1,707 shares — an estimated $219K sold.

New Century Financial Group first reported a position in VYM in Q2 2024 and held it in 3 quarters. The position peaked at $3.93M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • New Century Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,707 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $219K.
  • New Century Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's Vanguard High Dividend Yield ETF position peaked at $3.93M in Q3 2024.
  • 1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.