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Advisor Resource Council’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-1,779
Closed -$267K – 266
2025
Q4 		$267K Buy
+1,779
New +$253K 0.1% 200
2025
Q3 		– Sell
-15,224
Closed -$2.03M – 183
2025
Q2 		$2.03M Sell
15,224
-37,553
-71% -$4.76M 0.79% 20
2025
Q1 		$4.87M Buy
+52,777
New +$6.91M 0.39% 62
2024
Q4 		– Sell
-23,212
Closed -$2.98M – 271
2024
Q3 		$2.98M Buy
23,212
+5,705
+33% +$704K 1.34% 14
2024
Q2 		$23.3K Sell
17,507
-1,062
-6% -$126K 0.04% 31
2024
Q1 		$2.07M Sell
18,569
-19,854
-52% -$2.27M 0.88% 21
2023
Q4 		$4.29M Buy
38,423
+14,146
+58% +$1.49M 0.5% 53
2023
Q3 		$2.51M Buy
24,277
+692
+3% +$74.2K 1.29% 14
2023
Q2 		$2.5M Sell
23,585
-1,511
-6% -$158K 1.13% 14
2023
Q1 		$2.68M Buy
25,096
+18,217
+265% +$1.96M 0.67% 29
2022
Q4 		$744K Buy
6,879
+1,200
+21% +$128K 0.36% 59
2022
Q3 		$539K Sell
5,679
-38,992
-87% -$4.05M 0.36% 76
2022
Q2 		$4.54M Buy
44,671
+39,992
+855% +$4.33M 0.42% 53
2022
Q1 		$525K Sell
4,679
-16,994
-78% -$1.9M 0.16% 132
2021
Q4 		$2.43M Buy
21,673
+15,715
+264% +$1.71M 0.19% 111
2021
Q3 		$616K Sell
5,958
-12,520
-68% -$1.32M 0.19% 123
2021
Q2 		$1.94M Buy
+18,478
New +$1.94M 0.2% 110

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor Resource Council's VYM Position: Q1 2026 in Review

Advisor Resource Council sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,779 shares — an estimated $267K sold.

Advisor Resource Council first reported a position in VYM in Q2 2021 and held it in 17 quarters. The position peaked at $4.87M in Q1 2025. 2,018 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Advisor Resource Council reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor Resource Council sold 1,779 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $267K.
  • Advisor Resource Council first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 17 quarters.
  • Advisor Resource Council's Vanguard High Dividend Yield ETF position peaked at $4.87M in Q1 2025.
  • 2,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.