AWM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Angeles Wealth Management's VYM Position: Q1 2026 in Review

Angeles Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 123,124 shares worth $18.2M. The position accounts for 0.99% of the portfolio, ranked #18.

Angeles Wealth Management first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Angeles Wealth Management held 123,124 shares of Vanguard High Dividend Yield ETF worth $18.2M as of Q1 2026.
  • Angeles Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.99% of Angeles Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Angeles Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.