USCA RIA
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USCA RIA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

USCA RIA’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
2021
Q2 		– Sell
-11,597
Closed -$1.17M – 586
2021
Q1 		$1.17M Buy
+11,597
New +$1.12M 0.08% 279

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USCA RIA's VYM Position: Q2 2021 in Review

USCA RIA sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 11,597 shares — an estimated $1.17M sold.

USCA RIA first reported a position in VYM in Q1 2021 and held it in 1 quarter. The position peaked at $1.17M in Q1 2021. 1,129 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

  • USCA RIA reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
  • USCA RIA sold 11,597 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $1.17M.
  • USCA RIA first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 1 quarter.
  • USCA RIA's Vanguard High Dividend Yield ETF position peaked at $1.17M in Q1 2021.
  • 1,129 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.