Relative Value Partners Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Relative Value Partners 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
2024 Q2	$237K	Buy	+1,996	New	+$237K	0.03%	289

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

RJFSA

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Relative Value Partners Group's VYM Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2024: 1,996 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Relative Value Partners Group held 1,996 shares of Vanguard High Dividend Yield ETF worth $237K as of Q2 2024.
Vanguard High Dividend Yield ETF was a new Relative Value Partners Group position in Q2 2024.
Vanguard High Dividend Yield ETF made up 0.03% of Relative Value Partners Group's portfolio in Q2 2024, its #289 holding.
1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.