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SLI
Sumitomo Life Insurance’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Sumitomo Life Insurance’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
2025
Q2
–
Sell
-5,773,322
Closed
-$745M
–
280
2025
Q1
$745M
Sell
5,773,322
-9,360,000
-62%
-$1.23B
26.64%
1
2024
Q4
$1.93B
Hold
15,133,322
–
–
36.45%
1
2024
Q3
$1.94B
Hold
15,133,322
–
–
38.09%
1
2024
Q2
$1.61B
Hold
15,133,322
–
–
37.26%
1
2024
Q1
$1.61B
Hold
15,133,322
–
–
41.81%
1
2023
Q4
$1.69B
Sell
15,133,322
-3,350,000
-18%
-$352M
52.52%
1
2023
Q3
$1.97B
Buy
18,483,322
+8,298,820
+81%
+$890M
55.37%
1
2023
Q2
$1.07B
Buy
+10,184,502
New
+$1.07B
47.14%
1
2023
Q1
–
Sell
-4,796,786
Closed
-$519M
–
267
2022
Q4
$519M
Sell
4,796,786
-7,585,872
-61%
-$807M
38.27%
1
2022
Q3
$1.17B
Hold
12,382,658
–
–
49.78%
1
2022
Q2
$1.26B
Buy
+12,382,658
New
+$1.34B
35.24%
1
Other funds holding VYM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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