BCWM
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Bartlett & Co Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bartlett & Co 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 		$959K Buy
6,069
+2
+0% +$313 0.01% 283
2026
Q1 		$942K Buy
6,067
+2
+0% +$301 0.01% 276
2025
Q4 		$870K Buy
6,065
+2
+0% +$284 0.01% 277
2025
Q3 		$855K Buy
6,063
+2
+0% +$275 0.01% 275
2025
Q2 		$808K Sell
6,061
-1,013
-14% -$128K 0.01% 278
2025
Q1 		$912K Buy
7,074
+600
+9% +$78.5K 0.01% 263
2024
Q4 		$826K Sell
6,474
-290
-4% -$37.8K 0.01% 275
2024
Q3 		$867K Sell
6,764
-12,144
-64% -$1.5M 0.01% 273
2024
Q2 		$2.24M Sell
18,908
-7,119
-27% -$844K 0.03% 187
2024
Q1 		$3.15M Buy
26,027
+152
+0.6% +$17.4K 0.05% 160
2023
Q4 		$2.89M Buy
25,875
+1,503
+6% +$158K 0.05% 169
2023
Q3 		$2.52M Buy
24,372
+199
+0.8% +$21.4K 0.05% 175
2023
Q2 		$2.56M Sell
24,173
-940
-4% -$98.6K 0.04% 174
2023
Q1 		$2.65M Buy
25,113
+106
+0.4% +$11.4K 0.05% 158
2022
Q4 		$2.71M Buy
25,007
+44
+0.2% +$4.68K 0.05% 160
2022
Q3 		$2.37M Buy
24,963
+790
+3% +$82.2K 0.05% 159
2022
Q2 		$2.46M Sell
24,173
-11,533
-32% -$1.25M 0.05% 160
2022
Q1 		$4.01M Sell
35,706
-40
-0.1% -$4.46K 0.07% 140
2021
Q4 		$4.01M Sell
35,746
-1,844
-5% -$201K 0.07% 140
2021
Q3 		$3.88M Sell
37,590
-627
-2% -$66.3K 0.07% 135
2021
Q2 		$4M Buy
38,217
+407
+1% +$42.7K 0.08% 136
2021
Q1 		$3.82M Sell
37,810
-1,560
-4% -$150K 0.08% 134
2020
Q4 		$3.6M Buy
39,370
+3,526
+10% +$306K 0.08% 141
2020
Q3 		$2.9M Buy
35,844
+10
+0% +$819 0.07% 142
2020
Q2 		$2.82M Buy
35,834
+53
+0.1% +$4.12K 0.07% 144
2020
Q1 		$2.53M Buy
35,781
+5,567
+18% +$478K 0.08% 146
2019
Q4 		$2.83M Sell
30,214
-1,000
-3% -$90.7K 0.07% 149
2019
Q3 		$2.77M Buy
31,214
+3,394
+12% +$297K 0.07% 148
2019
Q2 		$2.43M Sell
27,820
-20
-0.1% -$1.73K 0.09% 120
2019
Q1 		$2.38M Sell
27,840
-10
-0% -$835 0.09% 118
2018
Q4 		$2.17M Hold
27,850
– – 0.09% 120
2018
Q3 		$2.44M Hold
27,850
– – 0.09% 114
2018
Q2 		$2.31M Hold
27,850
– – 0.09% 116
2018
Q1 		$2.3M Buy
+27,850
New +$2.39M 0.09% 114

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

Bartlett & Co Wealth Management's VYM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.03% in Q2 2026, buying an estimated $313 and bringing the position to 6,069 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #283.

Bartlett & Co Wealth Management first reported a position in VYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.01M in Q1 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Bartlett & Co Wealth Management held 6,069 shares of Vanguard High Dividend Yield ETF worth $959K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Vanguard High Dividend Yield ETF position peaked at $4.01M in Q1 2022.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.