American Investment Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

American Investment Services’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 Q4	–	Sell	-1,542	Closed	-$217K	–	139
2025 Q3	$217K	Buy	1,542 +34	+2%	+$4.67K	0.05%	132
2025 Q2	$201K	Buy	+1,508	New	+$191K	0.05%	133
2025 Q1	–	Sell	-1,924	Closed	-$245K	–	162
2024 Q4	$245K	Sell	1,924 -210	-10%	-$27.4K	0.04%	147
2024 Q3	$274K	Buy	2,134 +100	+5%	+$12.3K	0.05%	141
2024 Q2	$241K	Sell	2,034 -384	-16%	-$45.5K	0.04%	145
2024 Q1	$293K	Hold	2,418	–	–	0.05%	130
2023 Q4	$270K	Buy	+2,418	New	+$254K	0.05%	128
2023 Q2	–	Sell	-3,371	Closed	-$365K	–	145
2023 Q1	$365K	Hold	3,371	–	–	0.08%	106
2022 Q4	$365K	Buy	+3,371	New	+$359K	0.08%	106

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Investment Services's VYM Position: Q4 2025 in Review

American Investment Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,542 shares — an estimated $217K sold.

American Investment Services first reported a position in VYM in Q4 2022 and held it in 9 quarters. The position peaked at $365K in Q1 2023. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

American Investment Services reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
American Investment Services sold 1,542 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $217K.
American Investment Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 9 quarters.
American Investment Services's Vanguard High Dividend Yield ETF position peaked at $365K in Q1 2023.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on American Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.