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Balboa Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Balboa Wealth Partners’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 		$1.78M Buy
11,240
+529
+5% +$82.7K 0.24% 70
2026
Q1 		$1.59M Buy
10,711
+55
+0.5% +$8.27K 0.27% 65
2025
Q4 		$1.53M Buy
10,656
+27
+0.3% +$3.84K 0.25% 64
2025
Q3 		$1.5M Sell
10,629
-225
-2% -$30.9K 0.26% 63
2025
Q2 		$1.45M Buy
10,854
+6,162
+131% +$781K 0.29% 64
2025
Q1 		$605K Sell
4,692
-226
-5% -$29.6K 0.15% 115
2024
Q4 		$628K Sell
4,918
-40
-0.8% -$5.22K 0.14% 118
2024
Q3 		$636K Buy
4,958
+449
+10% +$55.4K 0.16% 117
2024
Q2 		$535K Sell
4,509
-708
-14% -$84K 0.14% 128
2024
Q1 		$631K Sell
5,217
-1,623
-24% -$186K 0.19% 103
2023
Q4 		$764K Sell
6,840
-379
-5% -$39.8K 0.25% 75
2023
Q3 		$746K Buy
7,219
+136
+2% +$14.6K 0.28% 63
2023
Q2 		$751K Sell
7,083
-429
-6% -$45K 0.26% 66
2023
Q1 		$793K Sell
7,512
-4,184
-36% -$450K 0.3% 66
2022
Q4 		$1.27M Sell
11,696
-755
-6% -$80.3K 0.57% 38
2022
Q3 		$1.18M Buy
+12,451
New +$1.29M 0.52% 39

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

Balboa Wealth Partners's VYM Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.9% in Q2 2026, buying an estimated $82.7K and bringing the position to 11,240 shares worth $1.78M. The position accounts for 0.24% of the portfolio, ranked #70.

Balboa Wealth Partners first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Balboa Wealth Partners held 11,240 shares of Vanguard High Dividend Yield ETF worth $1.78M as of Q2 2026.
  • Balboa Wealth Partners bought 529 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $82.7K.
  • Vanguard High Dividend Yield ETF made up 0.24% of Balboa Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Balboa Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.