Atlantic Edge Private Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atlantic Edge Private Wealth Management’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	$11.1K	Hold	70	–	–	﹤0.01%	409
2026 Q1	$10.4K	Hold	70	–	–	﹤0.01%	381
2025 Q4	$10K	Hold	70	–	–	﹤0.01%	378
2025 Q3	$9.87K	Hold	70	–	–	﹤0.01%	372
2025 Q2	$9.33K	Hold	70	–	–	﹤0.01%	368
2025 Q1	$9.03K	Hold	70	–	–	﹤0.01%	355
2024 Q4	$8.93K	Hold	70	–	–	﹤0.01%	344
2024 Q3	$8.97K	Hold	70	–	–	﹤0.01%	345
2024 Q2	$8.3K	Hold	70	–	–	﹤0.01%	333
2024 Q1	$8.47K	Hold	70	–	–	﹤0.01%	336
2023 Q4	$7.82K	Buy	+70	New	+$7.36K	﹤0.01%	319

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

Atlantic Edge Private Wealth Management's VYM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 70 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Atlantic Edge Private Wealth Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Atlantic Edge Private Wealth Management held 70 shares of Vanguard High Dividend Yield ETF worth $11.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #409 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.