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

Bay Harbor 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 Q1	$85.2K	Buy	575 +9	+2%	+$1.35K	0.02%	98
2025 Q4	$81.2K	Hold	566	–	–	0.02%	99
2025 Q3	$79.8K	Hold	566	–	–	0.02%	96
2025 Q2	$75.5K	Hold	566	–	–	0.02%	101
2025 Q1	$73K	Buy	566 +20	+4%	+$2.62K	0.02%	95
2024 Q4	$69.7K	Hold	546	–	–	0.02%	89
2024 Q3	$70K	Hold	546	–	–	0.02%	88
2024 Q2	$64.8K	Hold	546	–	–	0.02%	94
2024 Q1	$66.1K	Buy	+546	New	+$62.6K	0.02%	96
2023 Q3	–	Sell	-346	Closed	-$36.7K	–	181
2023 Q2	$36.7K	Hold	346	–	–	0.02%	101
2023 Q1	$36.5K	Hold	346	–	–	0.02%	100
2022 Q4	$37K	Hold	346	–	–	0.02%	104
2022 Q3	$33K	Hold	346	–	–	0.02%	113
2022 Q2	$35K	Buy	+346	New	+$37.5K	0.02%	116
2021 Q1	–	Sell	-12	Closed	-$1K	–	426
2020 Q4	$1K	Buy	+12	New	+$1.04K	﹤0.01%	406
2019 Q2	–	Sell	-1,808	Closed	-$156K	–	428
2019 Q1	$155K	Sell	1,808 -141	-7%	-$11.8K	0.11%	102
2018 Q4	$152K	Buy	+1,949	New	+$163K	0.12%	98

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bay Harbor Wealth Management's VYM Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, buying an estimated $1.35K and bringing the position to 575 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #98.

Bay Harbor Wealth Management first reported a position in VYM in Q4 2018 and has held it in 17 quarters since. The position peaked at $155K in Q1 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Bay Harbor Wealth Management held 575 shares of Vanguard High Dividend Yield ETF worth $85.2K as of Q1 2026.
Bay Harbor Wealth Management bought 9 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.35K.
Vanguard High Dividend Yield ETF made up 0.02% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #98 holding.
Bay Harbor Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 17 quarters since.
Bay Harbor Wealth Management's Vanguard High Dividend Yield ETF position peaked at $155K in Q1 2019.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.