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

Angeles 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	$19.4M	Sell	122,945 -179	-0.1%	-$28K	0.89%	20
2026 Q1	$18.2M	Hold	123,124	–	–	0.99%	18
2025 Q4	$17.7M	Buy	123,124 +115,215	+1,457%	+$16.4M	0.97%	19
2025 Q3	$1.11M	Sell	7,909 -50	-0.6%	-$6.87K	0.07%	106
2025 Q2	$1.06M	Buy	7,959 +2,247	+39%	+$285K	0.07%	102
2025 Q1	$737K	Hold	5,712	–	–	0.06%	113
2024 Q4	$729K	Sell	5,712 -86	-1%	-$11.2K	0.06%	116
2024 Q3	$743K	Sell	5,798 -140	-2%	-$17.3K	0.06%	105
2024 Q2	$704K	Buy	5,938 +36	+0.6%	+$4.27K	0.07%	103
2024 Q1	$714K	Sell	5,902 -6,218	-51%	-$712K	0.07%	96
2023 Q4	$1.35M	Hold	12,120	–	–	0.16%	54
2023 Q3	$1.25M	Hold	12,120	–	–	0.18%	48
2023 Q2	$1.29M	Buy	12,120 +5	+0%	+$524	0.18%	58
2023 Q1	$1.28M	Sell	12,115 -8	-0.1%	-$860	0.19%	55
2022 Q4	$1.31M	Buy	12,123 +6,630	+121%	+$705K	0.23%	54
2022 Q3	$521K	Buy	5,493 +34	+0.6%	+$3.54K	0.1%	94
2022 Q2	$555K	Hold	5,459	–	–	0.11%	97
2022 Q1	$613K	Buy	+5,459	New	+$609K	0.12%	97

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

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

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

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

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

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

Angeles Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.15% in Q2 2026, selling an estimated $28K and leaving 122,945 shares worth $19.4M. The position accounts for 0.89% of the portfolio, ranked #20.

Angeles Wealth Management first reported a position in VYM in Q1 2022 and has held it in 18 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Angeles Wealth Management held 122,945 shares of Vanguard High Dividend Yield ETF worth $19.4M as of Q2 2026.
Angeles Wealth Management sold 179 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $28K.
Vanguard High Dividend Yield ETF made up 0.89% of Angeles Wealth Management's portfolio in Q2 2026, its #20 holding.
Angeles Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.