Avantra Family Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Avantra Family 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	–	Sell	-1,579	Closed	-$227K	–	184
2025 Q4	$227K	Buy	1,579 +61	+4%	+$8.68K	0.16%	150
2025 Q3	$214K	Buy	+1,518	New	+$209K	0.16%	158
2025 Q2	–	Sell	-1,559	Closed	-$201K	–	164
2025 Q1	$201K	Sell	1,559 -752	-33%	-$98.4K	0.19%	147
2024 Q4	$295K	Buy	+2,311	New	+$301K	0.28%	119

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avantra Family Wealth's VYM Position: Q1 2026 in Review

Avantra Family Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,579 shares — an estimated $227K sold.

Avantra Family Wealth first reported a position in VYM in Q4 2024 and held it in 4 quarters. The position peaked at $295K in Q4 2024. 2,009 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Avantra Family Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Avantra Family Wealth sold 1,579 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $227K.
Avantra Family Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 4 quarters.
Avantra Family Wealth's Vanguard High Dividend Yield ETF position peaked at $295K in Q4 2024.
2,009 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.