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

Adero 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
2025
Q1 		$478K Buy
3,707
+2,007
+118% +$263K 0.03% 126
2024
Q4 		$217K Hold
1,700
– – 0.01% 222
2024
Q3 		$218K Hold
1,700
– – 0.01% 208
2024
Q2 		$202K Buy
+1,700
New +$202K 0.01% 201

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Adero Partners's VYM Position: Q1 2025 in Review

Adero Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 118% in Q1 2025, buying an estimated $263K and bringing the position to 3,707 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #126.

Adero Partners first reported a position in VYM in Q2 2024 and has held it in 4 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Adero Partners held 3,707 shares of Vanguard High Dividend Yield ETF worth $478K as of Q1 2025.
  • Adero Partners bought 2,007 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $263K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #126 holding.
  • Adero Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 4 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.