Badgley Phelps Wealth Managers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Badgley Phelps Wealth Managers’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	$1.35M	Sell	8,555 -134	-2%	-$20.9K	0.02%	184
2026 Q1	$1.29M	Sell	8,689 -47	-0.5%	-$7.07K	0.03%	187
2025 Q4	$1.25M	Sell	8,736 -202	-2%	-$28.7K	0.02%	186
2025 Q3	$1.26M	Buy	8,938 +185	+2%	+$25.4K	0.03%	172
2025 Q2	$1.17M	Hold	8,753	–	–	0.03%	171
2025 Q1	$1.13M	Buy	8,753 +407	+5%	+$53.3K	0.03%	169
2024 Q4	$1.06M	Sell	8,346 -42	-0.5%	-$5.48K	0.02%	173
2024 Q3	$1.08M	Sell	8,388 -125	-1%	-$15.4K	0.03%	167
2024 Q2	$1.01M	Buy	8,513 +2,141	+34%	+$254K	0.03%	165
2024 Q1	$771K	Hold	6,372	–	–	0.02%	178
2023 Q4	$711K	Sell	6,372 -421	-6%	-$44.2K	0.02%	176
2023 Q3	$702K	Sell	6,793 -1,673	-20%	-$180K	0.02%	157
2023 Q2	$898K	Sell	8,466 -144	-2%	-$15.1K	0.03%	154
2023 Q1	$908K	Sell	8,610 -9,016	-51%	-$970K	0.03%	130
2022 Q4	$1.91M	Buy	17,626 +7,647	+77%	+$814K	0.08%	117
2022 Q3	$947K	Sell	9,979 -342	-3%	-$35.6K	0.04%	123
2022 Q2	$1.05M	Buy	10,321 +1,191	+13%	+$129K	0.04%	124
2022 Q1	$1.02M	Buy	9,130 +6,763	+286%	+$754K	0.04%	131
2021 Q4	$265K	Buy	+2,367	New	+$258K	0.01%	191

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

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

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

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

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

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

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

Badgley Phelps Wealth Managers's VYM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q2 2026, selling an estimated $20.9K and leaving 8,555 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #184.

Badgley Phelps Wealth Managers first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Badgley Phelps Wealth Managers held 8,555 shares of Vanguard High Dividend Yield ETF worth $1.35M as of Q2 2026.
Badgley Phelps Wealth Managers sold 134 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.9K.
Vanguard High Dividend Yield ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #184 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Vanguard High Dividend Yield ETF position peaked at $1.91M in Q4 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.