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Atticus Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atticus 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 		$4.82M Sell
30,501
-343
-1% -$53.6K 1.15% 14
2026
Q1 		$4.57M Sell
30,844
-1,016
-3% -$153K 1.24% 14
2025
Q4 		$4.57M Buy
31,860
+681
+2% +$96.9K 1.13% 14
2025
Q3 		$4.39M Buy
31,179
+292
+0.9% +$40.1K 1.11% 14
2025
Q2 		$4.12M Buy
30,887
+1,122
+4% +$142K 1.11% 14
2025
Q1 		$3.84M Sell
29,765
-245
-0.8% -$32.1K 1.25% 14
2024
Q4 		$3.83M Buy
30,010
+1,471
+5% +$192K 1.19% 15
2024
Q3 		$3.66M Buy
28,539
+474
+2% +$58.5K 1.17% 16
2024
Q2 		$3.33M Sell
28,065
-553
-2% -$65.6K 1.09% 18
2024
Q1 		$3.46M Sell
28,618
-161
-0.6% -$18.4K 1.13% 16
2023
Q4 		$3.21M Sell
28,779
-2,280
-7% -$240K 1.13% 15
2023
Q3 		$3.21M Buy
31,059
+1,274
+4% +$137K 1.23% 15
2023
Q2 		$3.16M Buy
29,785
+344
+1% +$36.1K 1.16% 17
2023
Q1 		$3.11M Sell
29,441
-9,723
-25% -$1.05M 1.19% 17
2022
Q4 		$4.24M Sell
39,164
-941
-2% -$100K 1.74% 12
2022
Q3 		$4.08M Hold
40,105
– – 1.97% 11
2022
Q2 		$4.08M Sell
40,105
-608
-1% -$65.9K 1.69% 14
2022
Q1 		$4.57M Buy
40,713
+5,310
+15% +$592K 1.67% 16
2021
Q4 		$3.97M Buy
35,403
+5,272
+17% +$574K 1.55% 16
2021
Q3 		$3.11M Buy
30,131
+162
+0.5% +$17.1K 1.37% 17
2021
Q2 		$3.14M Sell
29,969
-330
-1% -$34.6K 1.37% 21
2021
Q1 		$3.06M Sell
30,299
-890
-3% -$85.9K 1.46% 18
2020
Q4 		$2.85M Buy
31,189
+12,423
+66% +$1.08M 1.44% 19
2020
Q3 		$1.52M Sell
18,766
-6,983
-27% -$572K 0.91% 24
2020
Q2 		$2.03M Sell
25,749
-6,663
-21% -$518K 1.34% 20
2020
Q1 		$2.29M Sell
32,412
-950
-3% -$81.6K 1.85% 17
2019
Q4 		$3.13M Buy
+33,362
New +$3.03M 1.99% 16

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

Atticus Wealth Management's VYM Position: Q2 2026 in Review

Atticus Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, selling an estimated $53.6K and leaving 30,501 shares worth $4.82M. The position accounts for 1.15% of the portfolio, ranked #14.

Atticus Wealth Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Atticus Wealth Management held 30,501 shares of Vanguard High Dividend Yield ETF worth $4.82M as of Q2 2026.
  • Atticus Wealth Management sold 343 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.6K.
  • Vanguard High Dividend Yield ETF made up 1.15% of Atticus Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Atticus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.