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Apeiron RIA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Apeiron RIA’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 		$9.28M Sell
58,747
-354
-0.6% -$55.3K 2.38% 13
2026
Q1 		$8.75M Sell
59,101
-1,718
-3% -$258K 2.03% 13
2025
Q4 		$9.18M Sell
60,819
-5,503
-8% -$783K 1.86% 16
2025
Q3 		$9.26M Sell
66,322
-7,412
-10% -$1.02M 2.08% 14
2025
Q2 		$9.83M Sell
73,734
-6,400
-8% -$811K 2.53% 10
2025
Q1 		$10.3M Sell
80,134
-4,999
-6% -$654K 3.12% 6
2024
Q4 		$10.9M Sell
85,133
-16,596
-16% -$2.16M 3.04% 10
2024
Q3 		$13M Sell
101,729
-2,453
-2% -$303K 3.74% 4
2024
Q2 		$12.4M Sell
104,182
-10,328
-9% -$1.22M 3.78% 3
2024
Q1 		$13.9M Sell
114,510
-4,561
-4% -$523K 4.01% 4
2023
Q4 		$13.3M Sell
119,071
-492
-0.4% -$51.7K 4.15% 3
2023
Q3 		$12.4M Sell
119,563
-5,774
-5% -$620K 4.21% 4
2023
Q2 		$13.3M Sell
125,337
-6,673
-5% -$700K 4.55% 2
2023
Q1 		$13.9M Sell
132,010
-7,771
-6% -$836K 4.79% 1
2022
Q4 		$15.1M Buy
139,781
+3,146
+2% +$335K 5.79% 1
2022
Q3 		$13.2M Buy
136,635
+2,849
+2% +$296K 6.07% 1
2022
Q2 		$1.36M Sell
133,786
-1,239
-0.9% -$134K 0.38% 27
2022
Q1 		$15.2M Buy
135,025
+8,208
+6% +$915K 7.26% 2
2021
Q4 		$14.2M Buy
+126,817
New +$13.8M 5.84% 1

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

Apeiron RIA's VYM Position: Q2 2026 in Review

Apeiron RIA reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.6% in Q2 2026, selling an estimated $55.3K and leaving 58,747 shares worth $9.28M. The position accounts for 2.38% of the portfolio, ranked #13.

Apeiron RIA first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Apeiron RIA held 58,747 shares of Vanguard High Dividend Yield ETF worth $9.28M as of Q2 2026.
  • Apeiron RIA sold 354 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $55.3K.
  • Vanguard High Dividend Yield ETF made up 2.38% of Apeiron RIA's portfolio in Q2 2026, its #13 holding.
  • Apeiron RIA first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's Vanguard High Dividend Yield ETF position peaked at $15.2M in Q1 2022.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.