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

Act 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	$42.7M	Buy	270,374 +1,602	+0.6%	+$250K	12.56%	2
2026 Q1	$39.8M	Sell	268,772 -1,932	-0.7%	-$290K	13.37%	2
2025 Q4	$38.9M	Buy	270,704 +6,495	+2%	+$924K	12.71%	2
2025 Q3	$37.2M	Buy	264,209 +11,404	+5%	+$1.57M	13.05%	2
2025 Q2	$33.7M	Buy	252,805 +6,546	+3%	+$829K	14.24%	2
2025 Q1	$31.8M	Buy	246,259 +7,680	+3%	+$1.01M	14.37%	2
2024 Q4	$30.4M	Sell	238,579 -2,006	-0.8%	-$262K	14.23%	2
2024 Q3	$30.8M	Buy	240,585 +3,859	+2%	+$476K	13.67%	3
2024 Q2	$28.1M	Sell	236,726 -5,207	-2%	-$617K	13.81%	3
2024 Q1	$29.3M	Buy	241,933 +4,717	+2%	+$540K	14.75%	3
2023 Q4	$26.5M	Buy	237,216 +6,429	+3%	+$676K	14.29%	3
2023 Q3	$23.8M	Sell	230,787 -11,092	-5%	-$1.19M	16%	3
2023 Q2	$25.7M	Buy	241,879 +14,314	+6%	+$1.5M	14.43%	3
2023 Q1	$24M	Buy	227,565 +10,073	+5%	+$1.08M	14.28%	3
2022 Q4	$23.5M	Buy	217,492 +6,221	+3%	+$662K	14.87%	3
2022 Q3	$20M	Buy	211,271 +4,311	+2%	+$448K	14.33%	3
2022 Q2	$21M	Sell	206,960 -4,973	-2%	-$539K	13.76%	4
2022 Q1	$23.8M	Sell	211,933 -20,675	-9%	-$2.31M	13.53%	3
2021 Q4	$26.1M	Buy	232,608 +12,869	+6%	+$1.4M	15.01%	2
2021 Q3	$23M	Hold	219,739	–	–	14.23%	4
2021 Q2	$23M	Sell	219,739 -11,064	-5%	-$1.16M	14.2%	4
2021 Q1	$23.3M	Sell	230,803 -14,597	-6%	-$1.41M	15.06%	3
2020 Q4	$22.5M	Buy	+245,400	New	+$21.3M	14.43%	3

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

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

Act Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.6% in Q2 2026, buying an estimated $250K and bringing the position to 270,374 shares worth $42.7M. The position accounts for 12.56% of the portfolio, ranked #2.

Act Wealth Management first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Act Wealth Management held 270,374 shares of Vanguard High Dividend Yield ETF worth $42.7M as of Q2 2026.
Act Wealth Management bought 1,602 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $250K.
Vanguard High Dividend Yield ETF made up 12.56% of Act Wealth Management's portfolio in Q2 2026, its #2 holding.
Act Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.