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

Base 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	$260K	Buy	1,644 +290	+21%	+$45.3K	0.12%	57
2026 Q1	$201K	Sell	1,354 -99	-7%	-$14.9K	0.11%	60
2025 Q4	$209K	Sell	1,453 -4	-0.3%	-$569	0.11%	58
2025 Q3	$205K	Buy	+1,457	New	+$200K	0.12%	59

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Base Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,644 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #57.

Base Wealth Management first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 1,739 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Base Wealth Management held 1,644 shares of Vanguard High Dividend Yield ETF worth $260K as of Q2 2026.
Base Wealth Management bought 290 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $45.3K.
Vanguard High Dividend Yield ETF made up 0.12% of Base Wealth Management's portfolio in Q2 2026, its #57 holding.
Base Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
1,739 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.