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

Accretive Wealth Partners’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	$19M	Buy	120,326 +23,850	+25%	+$3.73M	4.62%	5
2026 Q1	$14.3M	Buy	96,476 +7,710	+9%	+$1.16M	4.02%	5
2025 Q4	$12.7M	Buy	88,766 +1,117	+1%	+$159K	3.78%	5
2025 Q3	$12.4M	Buy	87,649 +4,997	+6%	+$687K	3.77%	5
2025 Q2	$11M	Buy	82,652 +2,853	+4%	+$361K	3.61%	5
2025 Q1	$9.94M	Buy	79,799 +10,106	+15%	+$1.32M	3.51%	5
2024 Q4	$8.89M	Buy	69,693 +486	+0.7%	+$63.4K	3.77%	4
2024 Q3	$8.87M	Sell	69,207 -1,663	-2%	-$205K	3.71%	4
2024 Q2	$8.41M	Buy	70,870 +423	+0.6%	+$50.2K	3.52%	5
2024 Q1	$8.25M	Buy	70,447 +5,053	+8%	+$579K	3.65%	5
2023 Q4	$7.3M	Buy	65,394 +2,485	+4%	+$261K	3.51%	4
2023 Q3	$6.5M	Buy	62,909 +3,276	+5%	+$352K	3.87%	4
2023 Q2	$6.33M	Buy	59,633 +3,024	+5%	+$317K	3.75%	4
2023 Q1	$5.97M	Buy	56,609 +2,274	+4%	+$245K	3.82%	4
2022 Q4	$5.88M	Buy	54,335 +2,624	+5%	+$279K	4.04%	4
2022 Q3	$4.91M	Buy	51,711 +132	+0.3%	+$13.7K	3.74%	4
2022 Q2	$5.25M	Buy	51,579 +1,784	+4%	+$193K	3.81%	3
2022 Q1	$5.59M	Buy	49,795 +1,788	+4%	+$199K	3.51%	4
2021 Q4	$5.38M	Buy	48,007 +3,182	+7%	+$346K	3.43%	4
2021 Q3	$4.63M	Buy	44,825 +978	+2%	+$103K	3.27%	4
2021 Q2	$4.59M	Buy	43,847 +9,942	+29%	+$1.04M	3.31%	4
2021 Q1	$3.43M	Buy	33,905 +3,784	+13%	+$365K	3.09%	7
2020 Q4	$2.76M	Buy	+30,121	New	+$2.62M	2.72%	7

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 22.96% 1-Year Est. Return

Accretive Wealth Partners's VYM Position: Q2 2026 in Review

Accretive Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 25% in Q2 2026, buying an estimated $3.73M and bringing the position to 120,326 shares worth $19M. The position accounts for 4.62% of the portfolio, ranked #5.

Accretive Wealth Partners first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Accretive Wealth Partners held 120,326 shares of Vanguard High Dividend Yield ETF worth $19M as of Q2 2026.
Accretive Wealth Partners bought 23,850 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.73M.
Vanguard High Dividend Yield ETF made up 4.62% of Accretive Wealth Partners's portfolio in Q2 2026, its #5 holding.
Accretive Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.