Arrowroot Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Arrowroot Family Office’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	$2.3M	Sell	15,555 -2,705	-15%	-$407K	0.76%	36
2025 Q4	$2.62M	Sell	18,260 -4,118	-18%	-$586K	0.95%	28
2025 Q3	$3.15M	Buy	22,378 +899	+4%	+$124K	1.26%	23
2025 Q2	$2.86M	Buy	+21,479	New	+$2.72M	1.28%	23
2024 Q4	$2.51M	Buy	19,641 +3,852	+24%	+$502K	1.3%	23
2024 Q3	$2.02M	Sell	15,789 -2,122	-12%	-$262K	1.18%	22
2024 Q2	$2.12M	Sell	17,911 -483	-3%	-$57.3K	1.36%	19
2024 Q1	$2.23M	Sell	18,394 -105	-0.6%	-$12K	1.43%	18
2023 Q4	$2.06M	Sell	18,499 -1,288	-7%	-$135K	1.46%	21
2023 Q3	$2.04M	Buy	19,787 +2,758	+16%	+$296K	1.61%	17
2023 Q2	$1.81M	Buy	17,029 +4,756	+39%	+$499K	1.37%	21
2023 Q1	$1.29M	Buy	+12,273	New	+$1.32M	1.11%	27

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arrowroot Family Office's VYM Position: Q1 2026 in Review

Arrowroot Family Office reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2026, selling an estimated $407K and leaving 15,555 shares worth $2.3M. The position accounts for 0.76% of the portfolio, ranked #36.

Arrowroot Family Office first reported a position in VYM in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.15M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Arrowroot Family Office held 15,555 shares of Vanguard High Dividend Yield ETF worth $2.3M as of Q1 2026.
Arrowroot Family Office sold 2,705 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $407K.
Vanguard High Dividend Yield ETF made up 0.76% of Arrowroot Family Office's portfolio in Q1 2026, its #36 holding.
Arrowroot Family Office first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Vanguard High Dividend Yield ETF position peaked at $3.15M in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.