Prudential plc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prudential plc’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
2023 Q3	–	Sell	-47,600	Closed	-$5.05M	–	919
2023 Q2	$5.05M	Sell	47,600 -19,300	-29%	-$2.02M	0.06%	212
2023 Q1	$7.06M	Hold	66,900	–	–	0.08%	153
2022 Q4	$7.24M	Sell	66,900 -4,700	-7%	-$500K	0.09%	151
2022 Q3	$6.79M	Buy	+71,600	New	+$7.45M	0.11%	119
2021 Q4	–	Sell	-38,500	Closed	-$3.98M	–	548
2021 Q3	$3.98M	Sell	38,500 -17,000	-31%	-$1.8M	0.06%	140
2021 Q2	$5.82M	Buy	+55,500	New	+$5.83M	0.05%	180

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Prudential plc's VYM Position: Q3 2023 in Review

Prudential plc sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 47,600 shares — an estimated $5.05M sold.

Prudential plc first reported a position in VYM in Q2 2021 and held it in 6 quarters. The position peaked at $7.24M in Q4 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Prudential plc reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Prudential plc sold 47,600 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $5.05M.
Prudential plc first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 6 quarters.
Prudential plc's Vanguard High Dividend Yield ETF position peaked at $7.24M in Q4 2022.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Prudential plc's 13F filing for Q3 2023, filed 13 Nov 2023.