SA
VYM icon

SpiderRock Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SpiderRock Advisors’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
Q3 		$701K Buy
5,465
+3,301
+153% +$408K 0.01% 547
2024
Q2 		$257K Buy
2,164
+425
+24% +$50.4K 0.01% 692
2024
Q1 		$204K Buy
+1,739
New +$199K 0.01% 694

Other funds holding VYM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SpiderRock Advisors's VYM Position: Q3 2024 in Review

SpiderRock Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 153% in Q3 2024, buying an estimated $408K and bringing the position to 5,465 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #547.

SpiderRock Advisors first reported a position in VYM in Q1 2024 and has held it in 3 quarters since. 1,652 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • SpiderRock Advisors held 5,465 shares of Vanguard High Dividend Yield ETF worth $701K as of Q3 2024.
  • SpiderRock Advisors bought 3,301 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $408K.
  • Vanguard High Dividend Yield ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #547 holding.
  • SpiderRock Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.