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Ashton Thomas Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ashton Thomas Private Wealth’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 		$2.37M Sell
15,021
-4,214
-22% -$659K 0.05% 350
2026
Q1 		$2.85M Buy
19,235
+762
+4% +$115K 0.07% 288
2025
Q4 		$2.65M Buy
18,473
+1,350
+8% +$192K 0.06% 282
2025
Q3 		$2.41M Buy
17,123
+253
+1% +$34.8K 0.06% 289
2025
Q2 		$2.25M Buy
16,870
+4,034
+31% +$511K 0.08% 259
2025
Q1 		$1.66M Buy
12,836
+2,331
+22% +$305K 0.06% 283
2024
Q4 		$1.34M Buy
10,505
+2,262
+27% +$295K 0.05% 326
2024
Q3 		$1.06M Buy
8,243
+29
+0.4% +$3.58K 0.06% 304
2024
Q2 		$974K Buy
8,214
+10
+0.1% +$1.19K 0.05% 307
2024
Q1 		$993K Buy
8,204
+2,693
+49% +$309K 0.06% 305
2023
Q4 		$615K Buy
5,511
+719
+15% +$75.5K 0.04% 379
2023
Q3 		$495K Sell
4,792
-537
-10% -$57.6K 0.04% 397
2023
Q2 		$565K Sell
5,329
-538
-9% -$56.4K 0.04% 378
2023
Q1 		$619K Sell
5,867
-145
-2% -$15.6K 0.05% 329
2022
Q4 		$651K Sell
6,012
-180
-3% -$19.2K 0.06% 308
2022
Q3 		$587K Sell
6,192
-38,805
-86% -$4.04M 0.07% 299
2022
Q2 		$4.58M Buy
44,997
+39,913
+785% +$4.33M 0.5% 49
2022
Q1 		$571K Buy
5,084
+1,788
+54% +$199K 0.05% 334
2021
Q4 		$369K Buy
3,296
+343
+12% +$37.3K 0.04% 361
2021
Q3 		$305K Buy
2,953
+134
+5% +$14.2K 0.04% 305
2021
Q2 		$295K Buy
2,819
+741
+36% +$77.8K 0.05% 292
2021
Q1 		$210K Buy
+2,078
New +$200K 0.04% 288

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

Ashton Thomas Private Wealth's VYM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 22% in Q2 2026, selling an estimated $659K and leaving 15,021 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #350.

Ashton Thomas Private Wealth first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.58M in Q2 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Ashton Thomas Private Wealth held 15,021 shares of Vanguard High Dividend Yield ETF worth $2.37M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 4,214 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $659K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #350 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's Vanguard High Dividend Yield ETF position peaked at $4.58M in Q2 2022.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.