Appleton Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Appleton Partners’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	$264K	Sell	1,673 -657	-28%	-$103K	0.02%	255
2026 Q1	$345K	Hold	2,330	–	–	0.02%	221
2025 Q4	$334K	Hold	2,330	–	–	0.02%	224
2025 Q3	$328K	Hold	2,330	–	–	0.02%	223
2025 Q2	$311K	Hold	2,330	–	–	0.02%	222
2025 Q1	$301K	Sell	2,330 -106	-4%	-$13.9K	0.02%	216
2024 Q4	$311K	Sell	2,436 -1	-0%	-$130	0.02%	215
2024 Q3	$312K	Hold	2,437	–	–	0.02%	215
2024 Q2	$289K	Hold	2,437	–	–	0.02%	225
2024 Q1	$295K	Sell	2,437 -136	-5%	-$15.6K	0.02%	231
2023 Q4	$287K	Sell	2,573 -35	-1%	-$3.68K	0.02%	255
2023 Q3	$269K	Sell	2,608 -195	-7%	-$20.9K	0.02%	252
2023 Q2	$297K	Buy	2,803 +64	+2%	+$6.71K	0.03%	244
2023 Q1	$289K	Hold	2,739	–	–	0.03%	260
2022 Q4	$296K	Buy	+2,739	New	+$291K	0.03%	257
2022 Q3	–	Sell	-5,350	Closed	-$544K	–	300
2022 Q2	$544K	Sell	5,350 -41	-0.8%	-$4.44K	0.05%	192
2022 Q1	$605K	Sell	5,391 -1,128	-17%	-$126K	0.05%	198
2021 Q4	$731K	Buy	6,519 +1,031	+19%	+$112K	0.06%	182
2021 Q3	$567K	Hold	5,488	–	–	0.05%	198
2021 Q2	$575K	Hold	5,488	–	–	0.05%	193
2021 Q1	$555K	Hold	5,488	–	–	0.05%	188
2020 Q4	$502K	Sell	5,488 -100	-2%	-$8.69K	0.05%	182
2020 Q3	$452K	Hold	5,588	–	–	0.05%	185
2020 Q2	$440K	Sell	5,588 -15	-0.3%	-$1.17K	0.05%	181
2020 Q1	$396K	Buy	5,603 +135	+2%	+$11.6K	0.05%	188
2019 Q4	$512K	Hold	5,468	–	–	0.06%	193
2019 Q3	$485K	Hold	5,468	–	–	0.06%	192
2019 Q2	$478K	Buy	+5,468	New	+$473K	0.06%	194
2017 Q2	–	Sell	-3,372	Closed	-$262K	–	245
2017 Q1	$262K	Buy	+3,372	New	+$260K	0.05%	200

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Appleton Partners's VYM Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 28% in Q2 2026, selling an estimated $103K and leaving 1,673 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #255.

Appleton Partners first reported a position in VYM in Q1 2017 and has held it in 29 quarters since. The position peaked at $731K in Q4 2021. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Appleton Partners held 1,673 shares of Vanguard High Dividend Yield ETF worth $264K as of Q2 2026.
Appleton Partners sold 657 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $103K.
Vanguard High Dividend Yield ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #255 holding.
Appleton Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 29 quarters since.
Appleton Partners's Vanguard High Dividend Yield ETF position peaked at $731K in Q4 2021.
520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.