VPIM
VYM icon

Vanguard Personalized Indexing Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vanguard Personalized Indexing 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
2024
Q2 		– Sell
-2,148
Closed -$260K – 1754
2024
Q1 		$260K Hold
2,148
– – 0.01% 1331
2023
Q4 		$240K Hold
2,148
– – 0.01% 1330
2023
Q3 		$222K Hold
2,148
– – 0.01% 1261
2023
Q2 		$228K Hold
2,148
– – 0.01% 1271
2023
Q1 		$227K Buy
+2,148
New +$231K 0.01% 1261
2022
Q2 		– Sell
-10,436
Closed -$1.17M – 1334
2022
Q1 		$1.17M Sell
10,436
-2,728
-21% -$304K 0.06% 367
2021
Q4 		$1.48M Buy
13,164
+2,797
+27% +$304K 0.09% 239
2021
Q3 		$1.07M Buy
+10,367
New +$1.1M 0.1% 209

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return