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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ashton Thomas Private Wealth's VYM Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.1% in Q1 2026, buying an estimated $115K and bringing the position to 19,235 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #288.

Ashton Thomas Private Wealth first reported a position in VYM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.58M in Q2 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Ashton Thomas Private Wealth held 19,235 shares of Vanguard High Dividend Yield ETF worth $2.85M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 762 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $115K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #288 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 21 quarters since.
  • Ashton Thomas Private Wealth's Vanguard High Dividend Yield ETF position peaked at $4.58M in Q2 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.