Allie Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Allie Family Office’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	$1.75M	Hold	11,795	–	–	0.76%	24
2025 Q4	$1.69M	Hold	11,795	–	–	0.79%	24
2025 Q3	$1.66M	Buy	11,795 +2,920	+33%	+$401K	0.79%	25
2025 Q2	$1.18M	Buy	8,875 +3,440	+63%	+$436K	0.59%	27
2025 Q1	$701K	Sell	5,435 -1,428	-21%	-$187K	0.38%	40
2024 Q4	$876K	Hold	6,863	–	–	0.49%	36
2024 Q3	$880K	Hold	6,863	–	–	0.47%	33
2024 Q2	$814K	Hold	6,863	–	–	0.49%	33
2024 Q1	$827K	Sell	6,863 -337	-5%	-$38.6K	0.49%	32
2023 Q4	$804K	Buy	7,200 +1,579	+28%	+$166K	0.56%	25
2023 Q3	$581K	Sell	5,621 -10,962	-66%	-$1.18M	0.47%	29
2023 Q2	$1.76M	Hold	16,583	–	–	1.26%	17
2023 Q1	$1.75M	Buy	16,583 +2,486	+18%	+$267K	1.31%	14
2022 Q4	$1.53M	Buy	14,097 +3,082	+28%	+$328K	1.26%	15
2022 Q3	$1.04M	Buy	11,015 +2,135	+24%	+$222K	0.9%	17
2022 Q2	$903K	Buy	8,880 +4,038	+83%	+$438K	0.73%	22
2022 Q1	$544K	Hold	4,842	–	–	0.42%	39
2021 Q4	$543K	Buy	+4,842	New	+$527K	0.43%	46

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allie Family Office's VYM Position: Q1 2026 in Review

Allie Family Office held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 11,795 shares worth $1.75M. The position accounts for 0.76% of the portfolio, ranked #24.

Allie Family Office first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q2 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Allie Family Office held 11,795 shares of Vanguard High Dividend Yield ETF worth $1.75M as of Q1 2026.
Allie Family Office left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.76% of Allie Family Office's portfolio in Q1 2026, its #24 holding.
Allie Family Office first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's Vanguard High Dividend Yield ETF position peaked at $1.76M in Q2 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.