1776 Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

1776 Wealth’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
2026 Q1	$329K	Sell	2,223 -47	-2%	-$7.07K	0.13%	111
2025 Q4	$326K	Hold	2,270	–	–	0.12%	109
2025 Q3	$320K	Sell	2,270 -50	-2%	-$6.87K	0.12%	110
2025 Q2	$309K	Hold	2,320	–	–	0.13%	117
2025 Q1	$299K	Sell	2,320 -53	-2%	-$6.94K	0.14%	114
2024 Q4	$303K	Hold	2,373	–	–	0.14%	112
2024 Q3	$304K	Hold	2,373	–	–	0.14%	112
2024 Q2	$281K	Hold	2,373	–	–	0.13%	120
2024 Q1	$287K	Hold	2,373	–	–	0.14%	108
2023 Q4	$265K	Sell	2,373 -168	-7%	-$17.7K	0.13%	108
2023 Q3	$263K	Hold	2,541	–	–	0.14%	105
2023 Q2	$270K	Hold	2,541	–	–	0.14%	112
2023 Q1	$268K	Hold	2,541	–	–	0.16%	103
2022 Q4	$275K	Sell	2,541 -27	-1%	-$2.87K	0.2%	101
2022 Q3	$244K	Hold	2,568	–	–	0.19%	96
2022 Q2	$261K	Hold	2,568	–	–	0.18%	99
2022 Q1	$288K	Hold	2,568	–	–	0.17%	97
2021 Q4	$288K	Hold	2,568	–	–	0.15%	99
2021 Q3	$265K	Hold	2,568	–	–	0.15%	102
2021 Q2	$269K	Hold	2,568	–	–	0.15%	100
2021 Q1	$260K	Hold	2,568	–	–	0.16%	95
2020 Q4	$235K	Sell	2,568 -250	-9%	-$21.7K	0.15%	101
2020 Q3	$228K	Sell	2,818 -2,151	-43%	-$176K	0.17%	93
2020 Q2	$391K	Sell	4,969 -6,069	-55%	-$472K	0.27%	60
2020 Q1	$919K	Buy	11,038 +4,969	+82%	+$427K	0.39%	39
2019 Q4	$568K	Buy	+6,069	New	+$550K	0.48%	36

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

1776 Wealth's VYM Position: Q1 2026 in Review

1776 Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q1 2026, selling an estimated $7.07K and leaving 2,223 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #111.

1776 Wealth first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $919K in Q1 2020. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

1776 Wealth held 2,223 shares of Vanguard High Dividend Yield ETF worth $329K as of Q1 2026.
1776 Wealth sold 47 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.07K.
Vanguard High Dividend Yield ETF made up 0.13% of 1776 Wealth's portfolio in Q1 2026, its #111 holding.
1776 Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Vanguard High Dividend Yield ETF position peaked at $919K in Q1 2020.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.