Barnes Dennig Private Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Barnes Dennig Private 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	$37.1K	Sell	235 -129	-35%	-$20.2K	0.03%	172
2026 Q1	$53.9K	Hold	364	–	–	0.05%	142
2025 Q4	$52.2K	Hold	364	–	–	0.05%	143
2025 Q3	$51.3K	Hold	364	–	–	0.06%	140
2025 Q2	$48.5K	Hold	364	–	–	0.06%	129
2025 Q1	$46.9K	Buy	+364	New	+$47.7K	0.07%	75

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

Barnes Dennig Private Wealth Management's VYM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 35% in Q2 2026, selling an estimated $20.2K and leaving 235 shares worth $37.1K. The position accounts for 0.03% of the portfolio, ranked #172.

Barnes Dennig Private Wealth Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $53.9K in Q1 2026. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Barnes Dennig Private Wealth Management held 235 shares of Vanguard High Dividend Yield ETF worth $37.1K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 129 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.2K.
Vanguard High Dividend Yield ETF made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #172 holding.
Barnes Dennig Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $53.9K in Q1 2026.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.