VST
VYM icon

Van Strum & Towne’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Van Strum & Towne’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
Q3 		– Sell
-2,451
Closed -$257K – 106
2021
Q2 		$257K Sell
2,451
-79
-3% -$8.29K 0.12% 84
2021
Q1 		$256K Buy
+2,530
New +$244K 0.13% 81

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Van Strum & Towne's VYM Position: Q3 2021 in Review

Van Strum & Towne sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 2,451 shares — an estimated $257K sold.

Van Strum & Towne first reported a position in VYM in Q1 2021 and held it in 2 quarters. The position peaked at $257K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Van Strum & Towne reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Van Strum & Towne sold 2,451 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $257K.
  • Van Strum & Towne first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 2 quarters.
  • Van Strum & Towne's Vanguard High Dividend Yield ETF position peaked at $257K in Q2 2021.
  • 1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Van Strum & Towne's 13F filing for Q3 2021, filed 12 Nov 2021.