RK
VYM icon

Rather & Kittrell’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-1
Closed – – 311
2021
Q4 		$0 Buy
+1
New +$109 ﹤0.01% 331

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rather & Kittrell's VYM Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 1 share.

Rather & Kittrell first reported a position in VYM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 1,341 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Rather & Kittrell reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1 Vanguard High Dividend Yield ETF share in Q1 2022.
  • Rather & Kittrell first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Vanguard High Dividend Yield ETF position peaked at $0 in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.