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Sanctuary Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sanctuary Wealth Management’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
Q4 		$11.5K Hold
90
– – 0.01% 167
2024
Q3 		$11.5K Hold
90
– – 0.01% 172
2024
Q2 		$10.7K Hold
90
– – 0.01% 154
2024
Q1 		$10.9K Hold
90
– – 0.01% 148
2023
Q4 		$10K Hold
90
– – 0.01% 148
2023
Q3 		$9.3K Hold
90
– – 0.01% 141
2023
Q2 		$9.55K Buy
+90
New +$9.44K 0.01% 142
2022
Q4 		$9.74K Buy
+90
New +$9.58K 0.01% 129

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sanctuary Wealth Management's VYM Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2024 at 90 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #167.

Sanctuary Wealth Management first reported a position in VYM in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.5K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Sanctuary Wealth Management held 90 shares of Vanguard High Dividend Yield ETF worth $11.5K as of Q4 2024.
  • Sanctuary Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2024.
  • Vanguard High Dividend Yield ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #167 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Vanguard High Dividend Yield ETF position peaked at $11.5K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.