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

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

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. 2,061 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.
2,061 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.