Atria Wealth Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$17.1M	Sell	127,847 -222,004	-63%	-$28.1M	0.39%	50
2025 Q1	$45.1M	Sell	349,851 -31,326	-8%	-$4.1M	0.54%	27
2024 Q4	$48.6M	Buy	381,177 +12,711	+3%	+$1.66M	0.53%	28
2024 Q3	$47.2M	Buy	368,466 +2,426	+0.7%	+$299K	0.51%	32
2024 Q2	$43.4M	Buy	366,040 +34,417	+10%	+$4.08M	0.48%	32
2024 Q1	$40.1M	Buy	331,623 +12,801	+4%	+$1.47M	0.45%	33
2023 Q4	$35.6M	Buy	318,822 +17,583	+6%	+$1.85M	0.45%	34
2023 Q3	$31.1M	Buy	301,239 +16,645	+6%	+$1.79M	0.44%	39
2023 Q2	$30.2M	Buy	284,594 +9,400	+3%	+$986K	0.41%	37
2023 Q1	$29M	Sell	275,194 -68,661	-20%	-$7.38M	0.43%	40
2022 Q4	$37.2M	Buy	343,855 +1,231	+0.4%	+$131K	0.6%	23
2022 Q3	$32.5M	Buy	342,624 +27,118	+9%	+$2.82M	0.56%	27
2022 Q2	$32.1M	Buy	315,506 +4,276	+1%	+$463K	0.6%	25
2022 Q1	$34.9M	Buy	+311,230	New	+$34.7M	0.58%	25

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's VYM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard High Dividend Yield ETF (VYM) stake by 63% in Q2 2025, selling an estimated $28.1M and leaving 127,847 shares worth $17.1M. The position accounts for 0.39% of the portfolio, ranked #50.

Atria Wealth Solutions first reported a position in VYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $48.6M in Q4 2024. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Atria Wealth Solutions held 127,847 shares of Vanguard High Dividend Yield ETF worth $17.1M as of Q2 2025.
Atria Wealth Solutions sold 222,004 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $28.1M.
Vanguard High Dividend Yield ETF made up 0.39% of Atria Wealth Solutions's portfolio in Q2 2025, its #50 holding.
Atria Wealth Solutions first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard High Dividend Yield ETF position peaked at $48.6M in Q4 2024.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.