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

Sumitomo Mitsui Trust 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
2022 Q4	–	Sell	-14,648	Closed	-$1.39M	–	1230
2022 Q3	$1.39M	Sell	14,648 -1,856	-11%	-$193K	﹤0.01%	987
2022 Q2	$1.68M	Sell	16,504 -30,536	-65%	-$3.31M	﹤0.01%	976
2022 Q1	$5.28M	Sell	47,040 -7,792	-14%	-$869K	﹤0.01%	849
2021 Q4	$6.15M	Buy	54,832 +1,885	+4%	+$205K	﹤0.01%	820
2021 Q3	$5.47M	Sell	52,947 -1,527	-3%	-$161K	﹤0.01%	834
2021 Q2	$5.71M	Sell	54,474 -11,369	-17%	-$1.19M	﹤0.01%	843
2021 Q1	$6.66M	Sell	65,843 -12,101	-16%	-$1.17M	﹤0.01%	815
2020 Q4	$7.13M	Buy	77,944 +4,736	+6%	+$411K	﹤0.01%	808
2020 Q3	$5.92M	Buy	73,208 +18,528	+34%	+$1.52M	﹤0.01%	810
2020 Q2	$4.31M	Buy	+54,680	New	+$4.25M	﹤0.01%	803
2020 Q1	–	Sell	-27,560	Closed	-$2.58M	–	1145
2019 Q4	$2.58M	Buy	+27,560	New	+$2.5M	﹤0.01%	874

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Sumitomo Mitsui Trust Group's VYM Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 14,648 shares — an estimated $1.39M sold.

Sumitomo Mitsui Trust Group first reported a position in VYM in Q4 2019 and held it in 11 quarters. The position peaked at $7.13M in Q4 2020. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Sumitomo Mitsui Trust Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 14,648 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $1.39M.
Sumitomo Mitsui Trust Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 11 quarters.
Sumitomo Mitsui Trust Group's Vanguard High Dividend Yield ETF position peaked at $7.13M in Q4 2020.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.