2WWM
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21 West Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

21 West 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 		$2M Sell
12,638
-510
-4% -$79.7K 1.71% 24
2026
Q1 		$1.95M Sell
13,148
-1,481
-10% -$223K 1.81% 21
2025
Q4 		$2.1M Buy
14,629
+109
+0.8% +$15.5K 1.92% 21
2025
Q3 		$2.05M Buy
14,520
+162
+1% +$22.3K 1.94% 21
2025
Q2 		$1.91M Buy
+14,358
New +$1.82M 1.93% 21

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

21 West Wealth Management's VYM Position: Q2 2026 in Review

21 West Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q2 2026, selling an estimated $79.7K and leaving 12,638 shares worth $2M. The position accounts for 1.71% of the portfolio, ranked #24.

21 West Wealth Management first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • 21 West Wealth Management held 12,638 shares of Vanguard High Dividend Yield ETF worth $2M as of Q2 2026.
  • 21 West Wealth Management sold 510 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $79.7K.
  • Vanguard High Dividend Yield ETF made up 1.71% of 21 West Wealth Management's portfolio in Q2 2026, its #24 holding.
  • 21 West Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 21 West Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.1M in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.