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 $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

RJFSA

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Vanguard Personalized Indexing Management's VYM Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 2,148 shares — an estimated $260K sold.

Vanguard Personalized Indexing Management first reported a position in VYM in Q3 2021 and held it in 8 quarters. The position peaked at $1.48M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Vanguard Personalized Indexing Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 2,148 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $260K.
Vanguard Personalized Indexing Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 8 quarters.
Vanguard Personalized Indexing Management's Vanguard High Dividend Yield ETF position peaked at $1.48M in Q4 2021.
1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.