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Atomi Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atomi Financial Group’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 		$1.69M Sell
11,431
-205
-2% -$30.8K 0.05% 279
2025
Q4 		$1.67M Buy
11,636
+8
+0.1% +$1.14K 0.05% 266
2025
Q3 		$1.64M Buy
11,628
+1,177
+11% +$162K 0.05% 241
2025
Q2 		$1.39M Buy
10,451
+423
+4% +$53.6K 0.05% 254
2025
Q1 		$1.29M Buy
10,028
+1,105
+12% +$145K 0.06% 237
2024
Q4 		$1.14M Buy
8,923
+3,124
+54% +$407K 0.06% 239
2024
Q3 		$743K Sell
5,799
-160
-3% -$19.8K 0.05% 315
2024
Q2 		$707K Buy
5,959
+652
+12% +$77.3K 0.05% 285
2024
Q1 		$642K Sell
5,307
-120
-2% -$13.7K 0.06% 271
2023
Q4 		$606K Buy
5,427
+1,880
+53% +$198K 0.08% 225
2023
Q3 		$366K Buy
+3,547
New +$381K 0.12% 199

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

Atomi Financial Group's VYM Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, selling an estimated $30.8K and leaving 11,431 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #279.

Atomi Financial Group first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Atomi Financial Group held 11,431 shares of Vanguard High Dividend Yield ETF worth $1.69M as of Q1 2026.
  • Atomi Financial Group sold 205 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $30.8K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #279 holding.
  • Atomi Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.