Wilshire Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wilshire Advisors’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 Q2	–	Sell	-52,259	Closed	-$5.28M	–	23
2021 Q1	$5.28M	Sell	52,259 -3,889	-7%	-$375K	4.99%	9
2020 Q4	$5.14M	Buy	56,148 +1,966	+4%	+$171K	4.88%	10
2020 Q3	$4.38M	Buy	54,182 +4,742	+10%	+$388K	4.46%	8
2020 Q2	$3.9M	Buy	49,440 +410	+0.8%	+$31.9K	4.09%	9
2020 Q1	$3.47M	Buy	49,030 +2,425	+5%	+$208K	3.78%	11
2019 Q4	$4.37M	Sell	46,605 -3,295	-7%	-$299K	3.87%	11
2019 Q3	$4.43M	Buy	+49,900	New	+$4.37M	3.95%	10

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilshire Advisors's VYM Position: Q2 2021 in Review

Wilshire Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 52,259 shares — an estimated $5.28M sold.

Wilshire Advisors first reported a position in VYM in Q3 2019 and held it in 7 quarters. The position peaked at $5.28M in Q1 2021. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Wilshire Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
Wilshire Advisors sold 52,259 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $5.28M.
Wilshire Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 7 quarters.
Wilshire Advisors's Vanguard High Dividend Yield ETF position peaked at $5.28M in Q1 2021.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Wilshire Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.