Security National Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Security National Trust’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	$21K	Hold	200	–	–	﹤0.01%	316
2021 Q2	$21K	Hold	200	–	–	﹤0.01%	324
2021 Q1	$20K	Hold	200	–	–	﹤0.01%	323
2020 Q4	$18K	Hold	200	–	–	﹤0.01%	328
2020 Q3	$16K	Hold	200	–	–	﹤0.01%	326
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	325
2020 Q1	$14K	Hold	200	–	–	0.01%	338
2019 Q4	$19K	Hold	200	–	–	0.01%	325
2019 Q3	$18K	Hold	200	–	–	0.01%	294
2019 Q2	$17K	Hold	200	–	–	0.01%	303
2019 Q1	$17K	Hold	200	–	–	0.01%	304
2018 Q4	$16K	Hold	200	–	–	0.01%	291
2018 Q3	$17K	Hold	200	–	–	0.01%	309
2018 Q2	$17K	Hold	200	–	–	0.01%	318
2018 Q1	$16K	Hold	200	–	–	0.01%	316
2017 Q4	$17K	Hold	200	–	–	0.01%	312
2017 Q3	$16K	Hold	200	–	–	0.01%	320
2017 Q2	$16K	Hold	200	–	–	0.01%	335
2017 Q1	$16K	Hold	200	–	–	0.01%	333
2016 Q4	$15K	Hold	200	–	–	0.01%	340
2016 Q3	$14K	Hold	200	–	–	0.01%	359
2016 Q2	$14K	Hold	200	–	–	0.01%	352
2016 Q1	$14K	Hold	200	–	–	0.01%	350
2015 Q4	$13K	Buy	+200	New	+$13.4K	0.01%	355

Other funds holding VYM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Security National Trust's VYM Position: Q3 2021 in Review

Security National Trust held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2021 at 200 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Security National Trust first reported a position in VYM in Q4 2015 and has held it in 24 quarters since. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Security National Trust held 200 shares of Vanguard High Dividend Yield ETF worth $21K as of Q3 2021.
Security National Trust left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2021.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #316 holding.
Security National Trust first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 24 quarters since.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.