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Sigma Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sigma Investment 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
2018
Q4 		$446K Hold
5,720
– – 0.36% 12
2018
Q3 		$498K Buy
5,720
+820
+17% +$71K 0.41% 10
2018
Q2 		$407K Buy
+4,900
New +$410K 0.34% 11

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Sigma Investment Management's VYM Position: Q4 2018 in Review

Sigma Investment Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2018 at 5,720 shares worth $446K. The position accounts for 0.36% of the portfolio, ranked #12.

Sigma Investment Management first reported a position in VYM in Q2 2018 and has held it in 3 quarters since. The position peaked at $498K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

  • Sigma Investment Management held 5,720 shares of Vanguard High Dividend Yield ETF worth $446K as of Q4 2018.
  • Sigma Investment Management left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2018.
  • Vanguard High Dividend Yield ETF made up 0.36% of Sigma Investment Management's portfolio in Q4 2018, its #12 holding.
  • Sigma Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 3 quarters since.
  • Sigma Investment Management's Vanguard High Dividend Yield ETF position peaked at $498K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.