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

AE 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 		$7.67M Buy
48,524
+5,705
+13% +$892K 0.04% 344
2026
Q1 		$6.34M Sell
42,819
-171,671
-80% -$25.8M 0.03% 365
2025
Q4 		$30.8M Buy
214,490
+11,800
+6% +$1.68M 0.18% 125
2025
Q3 		$28.6M Buy
202,690
+8,401
+4% +$1.15M 0.18% 126
2025
Q2 		$25.9M Buy
194,289
+20,725
+12% +$2.63M 0.19% 120
2025
Q1 		$22.4M Buy
173,564
+1,408
+0.8% +$184K 0.19% 124
2024
Q4 		$22M Sell
172,156
-16,317
-9% -$2.13M 0.19% 123
2024
Q3 		$24.2M Sell
188,473
-7,759
-4% -$958K 0.22% 111
2024
Q2 		$23.3M Buy
196,232
+17,612
+10% +$2.09M 0.23% 100
2024
Q1 		$21.6M Sell
178,620
-293,274
-62% -$33.6M 0.24% 106
2023
Q4 		$53.3M Buy
471,894
+7,891
+2% +$829K 0.27% 74
2023
Q3 		$47.9M Sell
464,003
-51,432
-10% -$5.52M 0.29% 67
2023
Q2 		$54.7M Buy
515,435
+10,261
+2% +$1.08M 0.33% 52
2023
Q1 		$53.3M Sell
505,174
-84,023
-14% -$9.04M 0.34% 45
2022
Q4 		$63.8M Buy
589,197
+13,700
+2% +$1.46M 0.46% 33
2022
Q3 		$54.6M Buy
575,497
+24,580
+4% +$2.56M 0.43% 39
2022
Q2 		$56M Buy
550,917
+84,497
+18% +$9.16M 0.45% 38
2022
Q1 		$52.4M Buy
466,420
+91,317
+24% +$10.2M 0.36% 56
2021
Q4 		$42.1M Buy
375,103
+11,655
+3% +$1.27M 0.29% 69
2021
Q3 		$37.6M Sell
363,448
-78,754
-18% -$8.33M 0.31% 67
2021
Q2 		$46.3M Buy
442,202
+39,070
+10% +$4.1M 0.4% 50
2021
Q1 		$40.8M Buy
403,132
+10,149
+3% +$979K 0.41% 48
2020
Q4 		$36M Buy
392,983
+13,155
+3% +$1.14M 0.41% 51
2020
Q3 		$30.7M Sell
379,828
-18,173
-5% -$1.49M 0.44% 45
2020
Q2 		$31.4M Buy
398,001
+148,944
+60% +$11.6M 0.48% 39
2020
Q1 		$17.6M Sell
249,057
-78,128
-24% -$6.71M 0.4% 48
2019
Q4 		$30.7M Buy
327,185
+31,028
+10% +$2.81M 0.67% 29
2019
Q3 		$26.3M Sell
296,157
-15,126
-5% -$1.32M 0.76% 28
2019
Q2 		$27.2M Buy
311,283
+182,093
+141% +$15.7M 0.82% 27
2019
Q1 		$11.1M Buy
129,190
+111,382
+625% +$9.3M 0.77% 30
2018
Q4 		$1.39M Sell
17,808
-255,060
-93% -$21.3M 0.24% 105
2018
Q3 		$23.8M Buy
272,868
+12,340
+5% +$1.07M 1.31% 15
2018
Q2 		$21.6M Buy
260,528
+47,700
+22% +$3.99M 1.47% 13
2018
Q1 		$17.6M Buy
212,828
+28,822
+16% +$2.48M 1.36% 15
2017
Q4 		$15.8M Buy
184,006
+7,515
+4% +$628K 1.39% 14
2017
Q3 		$14.3M Buy
176,491
+68,635
+64% +$5.45M 1.33% 12
2017
Q2 		$8.43M Buy
107,856
+64,151
+147% +$5M 1.01% 16
2017
Q1 		$3.39M Buy
43,705
+38,326
+713% +$2.96M 0.63% 28
2016
Q4 		$408K Buy
+5,379
New +$395K 0.17% 128

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AE Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, buying an estimated $892K and bringing the position to 48,524 shares worth $7.67M. The position accounts for 0.04% of the portfolio, ranked #344.

AE Wealth Management first reported a position in VYM in Q4 2016 and has held it in 39 quarters since. The position peaked at $63.8M in Q4 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • AE Wealth Management held 48,524 shares of Vanguard High Dividend Yield ETF worth $7.67M as of Q2 2026.
  • AE Wealth Management bought 5,705 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $892K.
  • Vanguard High Dividend Yield ETF made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #344 holding.
  • AE Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Vanguard High Dividend Yield ETF position peaked at $63.8M in Q4 2022.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.