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 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 $1.37T 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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Badgley Phelps Wealth Managers's VYM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q1 2026, selling an estimated $7.07K and leaving 8,689 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #187.

Badgley Phelps Wealth Managers first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Badgley Phelps Wealth Managers held 8,689 shares of Vanguard High Dividend Yield ETF worth $1.29M as of Q1 2026.
Badgley Phelps Wealth Managers sold 47 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.07K.
Vanguard High Dividend Yield ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #187 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Badgley Phelps Wealth Managers's Vanguard High Dividend Yield ETF position peaked at $1.91M in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.