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

Tiedemann 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
2023 Q3	$1.52M	Sell	14,668 -1,025	-7%	-$110K	0.07%	95
2023 Q2	$1.66M	Hold	15,693	–	–	0.07%	88
2023 Q1	$1.66M	Buy	15,693 +691	+5%	+$74.3K	0.08%	86
2022 Q4	$1.62M	Hold	15,002	–	–	0.08%	89
2022 Q3	$1.42M	Hold	15,002	–	–	0.09%	89
2022 Q2	$1.52M	Buy	15,002 +23	+0.2%	+$2.49K	0.11%	87
2022 Q1	$1.68M	Hold	14,979	–	–	0.09%	103
2021 Q4	$1.68M	Hold	14,979	–	–	0.08%	99
2021 Q3	$1.55M	Sell	14,979 -362	-2%	-$38.3K	0.08%	102
2021 Q2	$1.61M	Buy	15,341 +1,633	+12%	+$171K	0.06%	129
2021 Q1	$1.39M	Hold	13,708	–	–	0.06%	132
2020 Q4	$1.25M	Hold	13,708	–	–	0.06%	134
2020 Q3	$1.11M	Hold	13,708	–	–	0.05%	165
2020 Q2	$1.08M	Sell	13,708 -6,204	-31%	-$482K	0.06%	159
2020 Q1	$1.41M	Buy	19,912 +2,859	+17%	+$246K	0.09%	132
2019 Q4	$1.6M	Hold	17,053	–	–	0.08%	129
2019 Q3	$1.51M	Buy	+17,053	New	+$1.49M	0.07%	139

Other funds holding VYM

SLI

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Tiedemann Advisors's VYM Position: Q3 2023 in Review

Tiedemann Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.5% in Q3 2023, selling an estimated $110K and leaving 14,668 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #95.

Tiedemann Advisors first reported a position in VYM in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.68M in Q1 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Tiedemann Advisors held 14,668 shares of Vanguard High Dividend Yield ETF worth $1.52M as of Q3 2023.
Tiedemann Advisors sold 1,025 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $110K.
Vanguard High Dividend Yield ETF made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #95 holding.
Tiedemann Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 17 quarters since.
Tiedemann Advisors's Vanguard High Dividend Yield ETF position peaked at $1.68M in Q1 2022.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.