AWE
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Avidian Wealth Enterprises’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Avidian Wealth Enterprises’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 		$2.47M Buy
16,684
+2,490
+18% +$374K 0.08% 161
2025
Q4 		$2.04M Buy
14,194
+115
+0.8% +$16.4K 0.07% 141
2025
Q3 		$1.98M Sell
14,079
-6,499
-32% -$893K 0.07% 142
2025
Q2 		$2.74M Sell
20,578
-1,939
-9% -$246K 0.11% 99
2025
Q1 		$2.9M Buy
22,517
+107
+0.5% +$14K 0.13% 96
2024
Q4 		$2.86M Sell
22,410
-96
-0.4% -$12.5K 0.13% 97
2024
Q3 		$2.89M Buy
22,506
+51
+0.2% +$6.3K 0.13% 92
2024
Q2 		$2.66M Buy
22,455
+3,872
+21% +$459K 0.11% 100
2024
Q1 		$2.25M Buy
18,583
+409
+2% +$46.9K 0.11% 103
2023
Q4 		$2.03M Sell
18,174
-1,053
-5% -$111K 0.12% 106
2023
Q3 		$1.99M Buy
19,227
+238
+1% +$25.5K 0.14% 99
2023
Q2 		$2.01M Sell
18,989
-13,414
-41% -$1.41M 0.13% 113
2023
Q1 		$3.42M Buy
32,403
+213
+0.7% +$22.9K 0.19% 104
2022
Q4 		$3.48M Buy
32,190
+1,558
+5% +$166K 0.23% 88
2022
Q3 		$2.91M Sell
30,632
-395
-1% -$41.1K 0.21% 76
2022
Q2 		$3.15M Sell
31,027
-421
-1% -$45.6K 0.22% 81
2022
Q1 		$3.53M Sell
31,448
-457
-1% -$51K 0.22% 85
2021
Q4 		$3.58M Buy
31,905
+13,419
+73% +$1.46M 0.22% 83
2021
Q3 		$1.91M Buy
18,486
+1,866
+11% +$197K 0.15% 92
2021
Q2 		$1.74M Buy
16,620
+4,663
+39% +$490K 0.13% 97
2021
Q1 		$1.21M Buy
11,957
+3,300
+38% +$318K 0.1% 110
2020
Q4 		$792K Buy
+8,657
New +$752K 0.08% 132
2018
Q4 		– Sell
-5,227
Closed -$455K – 120
2018
Q3 		$455K Hold
5,227
– – 0.14% 59
2018
Q2 		$434K Buy
+5,227
New +$438K 0.14% 59

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

Avidian Wealth Enterprises's VYM Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Vanguard High Dividend Yield ETF (VYM) stake by 18% in Q1 2026, buying an estimated $374K and bringing the position to 16,684 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #161.

Avidian Wealth Enterprises first reported a position in VYM in Q2 2018 and has held it in 24 quarters since. The position peaked at $3.58M in Q4 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Avidian Wealth Enterprises held 16,684 shares of Vanguard High Dividend Yield ETF worth $2.47M as of Q1 2026.
  • Avidian Wealth Enterprises bought 2,490 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $374K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #161 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Vanguard High Dividend Yield ETF position peaked at $3.58M in Q4 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.