1900 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

1900 Wealth Management’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 Q2	$2.9M	Sell	18,352 -515	-3%	-$80.5K	0.16%	71
2026 Q1	$2.79M	Buy	18,867 +1,234	+7%	+$186K	0.18%	66
2025 Q4	$2.53M	Sell	17,633 -1,608	-8%	-$229K	0.16%	72
2025 Q3	$2.71M	Sell	19,241 -1,032	-5%	-$142K	0.18%	63
2025 Q2	$2.7M	Sell	20,273 -665	-3%	-$84.2K	0.2%	59
2025 Q1	$2.7M	Sell	20,938 -680	-3%	-$89K	0.22%	61
2024 Q4	$2.76M	Sell	21,618 -410	-2%	-$53.5K	0.23%	62
2024 Q3	$2.82M	Buy	22,028 +44	+0.2%	+$5.43K	0.24%	63
2024 Q2	$2.61M	Sell	21,984 -55	-0.2%	-$6.52K	0.24%	63
2024 Q1	$2.67M	Sell	22,039 -2,261	-9%	-$259K	0.24%	70
2023 Q4	$2.71M	Sell	24,300 -2,139	-8%	-$225K	0.25%	75
2023 Q3	$2.73M	Sell	26,439 -2,621	-9%	-$281K	0.27%	74
2023 Q2	$3.08M	Sell	29,060 -20,861	-42%	-$2.19M	0.32%	64
2023 Q1	$5.35M	Sell	49,921 -8,648	-15%	-$930K	0.57%	46
2022 Q4	$6.34M	Buy	58,569 +12,177	+26%	+$1.3M	0.69%	38
2022 Q3	$4.4M	Sell	46,392 -14,765	-24%	-$1.54M	0.51%	51
2022 Q2	$6.22M	Sell	61,157 -6,672	-10%	-$723K	0.68%	36
2022 Q1	$7.61M	Buy	67,829 +45,099	+198%	+$5.03M	0.72%	31
2021 Q4	$2.55M	Sell	22,730 -3,783	-14%	-$412K	0.23%	75
2021 Q3	$2.74M	Sell	26,513 -4,371	-14%	-$462K	0.27%	71
2021 Q2	$3.24M	Buy	30,884 +10,844	+54%	+$1.14M	0.31%	62
2021 Q1	$2.03M	Hold	20,040	–	–	0.15%	72
2020 Q4	$1.83M	Buy	+20,040	New	+$1.74M	0.21%	67

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

1900 Wealth Management's VYM Position: Q2 2026 in Review

1900 Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q2 2026, selling an estimated $80.5K and leaving 18,352 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #71.

1900 Wealth Management first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.61M in Q1 2022. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

1900 Wealth Management held 18,352 shares of Vanguard High Dividend Yield ETF worth $2.9M as of Q2 2026.
1900 Wealth Management sold 515 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $80.5K.
Vanguard High Dividend Yield ETF made up 0.16% of 1900 Wealth Management's portfolio in Q2 2026, its #71 holding.
1900 Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's Vanguard High Dividend Yield ETF position peaked at $7.61M in Q1 2022.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.