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Rinet Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Rinet Company’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
2021
Q3 		$449K Buy
4,348
+3
+0.1% +$317 0.08% 57
2021
Q2 		$455K Sell
4,345
-157
-3% -$16.5K 0.09% 51
2021
Q1 		$455K Buy
4,502
+1,509
+50% +$146K 0.09% 51
2020
Q4 		$274K Hold
2,993
– – 0.08% 29
2020
Q3 		$242K Buy
+2,993
New +$245K 0.08% 27

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rinet Company's VYM Position: Q3 2021 in Review

Rinet Company increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q3 2021, buying an estimated $317 and bringing the position to 4,348 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #57.

Rinet Company first reported a position in VYM in Q3 2020 and has held it in 5 quarters since. The position peaked at $455K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Rinet Company held 4,348 shares of Vanguard High Dividend Yield ETF worth $449K as of Q3 2021.
  • Rinet Company bought 3 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $317.
  • Vanguard High Dividend Yield ETF made up 0.08% of Rinet Company's portfolio in Q3 2021, its #57 holding.
  • Rinet Company first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 5 quarters since.
  • Rinet Company's Vanguard High Dividend Yield ETF position peaked at $455K in Q2 2021.
  • 1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.