PSG
VYM icon

Planning Solutions Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Planning Solutions 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
2019
Q2 		$7.75M Buy
88,738
+1,202
+1% +$104K 3.99% 5
2019
Q1 		$7.5M Buy
87,536
+3,560
+4% +$297K 4.02% 5
2018
Q4 		$6.55M Buy
+83,976
New +$7M 3.98% 6

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Solutions Group's VYM Position: Q2 2019 in Review

Planning Solutions Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2019, buying an estimated $104K and bringing the position to 88,738 shares worth $7.75M. The position accounts for 3.99% of the portfolio, ranked #5.

Planning Solutions Group first reported a position in VYM in Q4 2018 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

  • Planning Solutions Group held 88,738 shares of Vanguard High Dividend Yield ETF worth $7.75M as of Q2 2019.
  • Planning Solutions Group bought 1,202 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $104K.
  • Vanguard High Dividend Yield ETF made up 3.99% of Planning Solutions Group's portfolio in Q2 2019, its #5 holding.
  • Planning Solutions Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.