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BAM Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BAM Wealth Management’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 		$320K Buy
2,022
+167
+9% +$26.1K 0.2% 130
2026
Q1 		$275K Buy
1,855
+50
+3% +$7.52K 0.21% 125
2025
Q4 		$259K Buy
1,805
+187
+12% +$26.6K 0.19% 127
2025
Q3 		$228K Buy
+1,618
New +$222K 0.18% 135

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BAM Wealth Management's VYM Position: Q2 2026 in Review

BAM Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 9% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,022 shares worth $320K. The position accounts for 0.2% of the portfolio, ranked #130.

BAM Wealth Management first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • BAM Wealth Management held 2,022 shares of Vanguard High Dividend Yield ETF worth $320K as of Q2 2026.
  • BAM Wealth Management bought 167 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard High Dividend Yield ETF made up 0.2% of BAM Wealth Management's portfolio in Q2 2026, its #130 holding.
  • BAM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.