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Agate Pass Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Agate Pass Investment 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 		$205K Sell
1,296
-384
-23% -$60K 0.08% 108
2026
Q1 		$249K Sell
1,680
-648
-28% -$97.4K 0.1% 95
2025
Q4 		$334K Hold
2,328
– – 0.12% 95
2025
Q3 		$328K Hold
2,328
– – 0.12% 93
2025
Q2 		$310K Sell
2,328
-487
-17% -$61.7K 0.13% 99
2025
Q1 		$363K Sell
2,815
-25
-0.9% -$3.27K 0.16% 95
2024
Q4 		$362K Hold
2,840
– – 0.16% 92
2024
Q3 		$364K Hold
2,840
– – 0.18% 80
2024
Q2 		$337K Sell
2,840
-118
-4% -$14K 0.18% 80
2024
Q1 		$358K Sell
2,958
-170
-5% -$19.5K 0.19% 80
2023
Q4 		$349K Hold
3,128
– – 0.2% 77
2023
Q3 		$323K Sell
3,128
-100
-3% -$10.7K 0.22% 71
2023
Q2 		$342K Hold
3,228
– – 0.21% 77
2023
Q1 		$341K Sell
3,228
-496
-13% -$53.3K 0.22% 81
2022
Q4 		$403K Buy
3,724
+496
+15% +$52.8K 0.29% 76
2022
Q3 		$306K Sell
3,228
-470
-13% -$48.9K 0.23% 81
2022
Q2 		$376K Hold
3,698
– – 0.26% 76
2022
Q1 		$415K Sell
3,698
-25
-0.7% -$2.79K 0.26% 75
2021
Q4 		$417K Buy
+3,723
New +$405K 0.26% 76

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

Agate Pass Investment Management's VYM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q2 2026, selling an estimated $60K and leaving 1,296 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #108.

Agate Pass Investment Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $417K in Q4 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Agate Pass Investment Management held 1,296 shares of Vanguard High Dividend Yield ETF worth $205K as of Q2 2026.
  • Agate Pass Investment Management sold 384 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $60K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Agate Pass Investment Management's portfolio in Q2 2026, its #108 holding.
  • Agate Pass Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Vanguard High Dividend Yield ETF position peaked at $417K in Q4 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.