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Wealthspire Advisors (Maryland)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$696K Sell
8,605
-18,254
-68% -$1.5M 0.02% 223
2020
Q2 		$2.12M Buy
26,859
+504
+2% +$39.2K 0.15% 92
2020
Q1 		$1.86M Sell
26,355
-6,037
-19% -$519K 0.16% 89
2019
Q4 		$3.04M Buy
32,392
+5,247
+19% +$476K 0.2% 75
2019
Q3 		$2.41M Sell
27,145
-1,413
-5% -$124K 0.18% 83
2019
Q2 		$2.5M Buy
28,558
+61
+0.2% +$5.28K 0.19% 82
2019
Q1 		$2.44M Buy
28,497
+258
+0.9% +$21.5K 0.18% 80
2018
Q4 		$2.2M Sell
28,239
-240
-0.8% -$20K 0.2% 73
2018
Q3 		$2.48M Hold
28,479
– – 0.2% 69
2018
Q2 		$2.37M Buy
28,479
+134
+0.5% +$11.2K 0.21% 65
2018
Q1 		$2.34M Buy
28,345
+367
+1% +$31.6K 0.22% 68
2017
Q4 		$2.4M Buy
27,978
+3,478
+14% +$291K 0.23% 71
2017
Q3 		$1.99M Sell
24,500
-629
-3% -$49.9K 0.22% 73
2017
Q2 		$1.96M Buy
25,129
+19,229
+326% +$1.5M 0.23% 71
2017
Q1 		$458K Sell
5,900
-20
-0.3% -$1.54K 0.07% 198
2016
Q4 		$449K Buy
5,920
+639
+12% +$46.9K 0.07% 192
2016
Q3 		$381K Buy
5,281
+7
+0.1% +$509 0.06% 222
2016
Q2 		$377K Buy
5,274
+9
+0.2% +$629 0.06% 207
2016
Q1 		$364K Sell
5,265
-2,893
-35% -$189K 0.06% 210
2015
Q4 		$545K Buy
+8,158
New +$547K 0.1% 141

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VYM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 68% in Q3 2020, selling an estimated $1.5M and leaving 8,605 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #223.

Wealthspire Advisors (Maryland) first reported a position in VYM in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.04M in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,605 shares of Vanguard High Dividend Yield ETF worth $696K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 18,254 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $1.5M.
  • Vanguard High Dividend Yield ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #223 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Vanguard High Dividend Yield ETF position peaked at $3.04M in Q4 2019.
  • 929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.