Wealthfront’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthfront’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
2018 Q1	–	Sell	-2,840	Closed	-$243K	–	524
2017 Q4	$243K	Sell	2,840 -468	-14%	-$39.1K	﹤0.01%	460
2017 Q3	$268K	Buy	+3,308	New	+$263K	﹤0.01%	443
2015 Q4	–	Sell	-274	Closed	-$17K	–	1059
2015 Q3	$17K	Sell	274 -130	-32%	-$8.56K	﹤0.01%	803
2015 Q2	$27K	Buy	404 +204	+102%	+$14.2K	﹤0.01%	577
2015 Q1	$14K	Buy	+200	New	+$13.7K	﹤0.01%	589

Other funds holding VYM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthfront's VYM Position: Q1 2018 in Review

Wealthfront sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2018, closing a stake of 2,840 shares — an estimated $243K sold.

Wealthfront first reported a position in VYM in Q1 2015 and held it in 5 quarters. The position peaked at $268K in Q3 2017. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

Wealthfront reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2018 after selling out during the quarter.
Wealthfront sold 2,840 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $243K.
Wealthfront first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 5 quarters.
Wealthfront's Vanguard High Dividend Yield ETF position peaked at $268K in Q3 2017.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.