TWM
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Tolleson Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tolleson Wealth Management’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
2020
Q1 		– Sell
-3,046
Closed -$285K – 74
2019
Q4 		$285K Buy
+3,046
New +$276K 0.14% 57

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Tolleson Wealth Management's VYM Position: Q1 2020 in Review

Tolleson Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 3,046 shares — an estimated $285K sold.

Tolleson Wealth Management first reported a position in VYM in Q4 2019 and held it in 1 quarter. The position peaked at $285K in Q4 2019. 923 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

  • Tolleson Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Tolleson Wealth Management sold 3,046 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $285K.
  • Tolleson Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 1 quarter.
  • Tolleson Wealth Management's Vanguard High Dividend Yield ETF position peaked at $285K in Q4 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Tolleson Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.