SMFG
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Sumitomo Mitsui Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sumitomo Mitsui Financial Group’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
Q2 		– Sell
-510
Closed -$42K – 145
2018
Q1 		$42K Buy
+510
New +$43.8K ﹤0.01% 107

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VYM Position: Q2 2018 in Review

Sumitomo Mitsui Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2018, closing a stake of 510 shares — an estimated $42K sold.

Sumitomo Mitsui Financial Group first reported a position in VYM in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 713 funds tracked by Wall St. Rank hold VYM as of Q2 2018.

  • Sumitomo Mitsui Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2018 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 510 Vanguard High Dividend Yield ETF shares in Q2 2018, an estimated $42K.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 1 quarter.
  • Sumitomo Mitsui Financial Group's Vanguard High Dividend Yield ETF position peaked at $42K in Q1 2018.
  • 713 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2018.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.