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

Wipfli Financial 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
2022 Q3	$8K	Buy	+75	New	+$7.8K	﹤0.01%	1939

Other funds holding VYM

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

RJA

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

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

Wipfli Financial Advisors's VYM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2022: 75 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1939 among its holdings.

1,321 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Wipfli Financial Advisors held 75 shares of Vanguard High Dividend Yield ETF worth $8K as of Q3 2022.
Vanguard High Dividend Yield ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1939 holding.
1,321 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.