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Robert N. Shapiro’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$11.9M Sell
173,620
-43,968
-20% -$2.98M 2.38% 3
2014
Q3 		$14.4M Buy
+217,588
New +$14.5M 2.74% 2

Other funds holding VYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Robert N. Shapiro's VYM Position: Q4 2014 in Review

Robert N. Shapiro reduced its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q4 2014, selling an estimated $2.98M and leaving 173,620 shares worth $11.9M. The position accounts for 2.38% of the portfolio, ranked #3.

Robert N. Shapiro first reported a position in VYM in Q3 2014 and has held it in 2 quarters since. The position peaked at $14.4M in Q3 2014. 352 funds tracked by Wall St. Rank hold VYM as of Q4 2014.

  • Robert N. Shapiro held 173,620 shares of Vanguard High Dividend Yield ETF worth $11.9M as of Q4 2014.
  • Robert N. Shapiro sold 43,968 Vanguard High Dividend Yield ETF shares in Q4 2014, an estimated $2.98M.
  • Vanguard High Dividend Yield ETF made up 2.38% of Robert N. Shapiro's portfolio in Q4 2014, its #3 holding.
  • Robert N. Shapiro first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 2 quarters since.
  • Robert N. Shapiro's Vanguard High Dividend Yield ETF position peaked at $14.4M in Q3 2014.
  • 352 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.