Bell Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bell Bank’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	$1.48M	Sell	9,365 -596	-6%	-$93.1K	0.06%	90
2026 Q1	$1.48M	Sell	9,961 -97,373	-91%	-$14.6M	0.06%	81
2025 Q4	$15.4M	Sell	107,334 -613,865	-85%	-$87.3M	0.66%	16
2025 Q3	$102M	Buy	721,199 +9,535	+1%	+$1.31M	4.4%	7
2025 Q2	$94.9M	Buy	711,664 +30,788	+5%	+$3.9M	4.42%	7
2025 Q1	$87.8M	Sell	680,876 -15,597	-2%	-$2.04M	4.74%	6
2024 Q4	$88.9M	Buy	696,473 +437,527	+169%	+$57.1M	6.61%	3
2024 Q3	$33.2M	Sell	258,946 -433,568	-63%	-$53.5M	3.93%	6
2024 Q2	$82.1M	Buy	692,514 +22,785	+3%	+$2.7M	6.91%	3
2024 Q1	$81M	Buy	669,729 +15,608	+2%	+$1.79M	6.97%	3
2023 Q4	$73M	Buy	654,121 +19,311	+3%	+$2.03M	7.04%	3
2023 Q3	$65.6M	Sell	634,810 -468	-0.1%	-$50.2K	7.18%	3
2023 Q2	$67.4M	Buy	635,278 +42,811	+7%	+$4.49M	7.14%	3
2023 Q1	$62.5M	Buy	592,467 +233,021	+65%	+$25.1M	6.61%	3
2022 Q4	$38.9M	Sell	359,446 -8,023	-2%	-$854K	4.52%	4
2022 Q3	$34.9M	Buy	367,469 +12,370	+3%	+$1.29M	4.46%	4
2022 Q2	$36.1M	Buy	355,099 +153,099	+76%	+$16.6M	4.32%	5
2022 Q1	$22.7M	Buy	+202,000	New	+$22.5M	2.53%	8
2020 Q1	–	Sell	-2,918	Closed	-$273K	–	163
2019 Q4	$273K	Buy	+2,918	New	+$265K	0.05%	140

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

Bell Bank's VYM Position: Q2 2026 in Review

Bell Bank reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6% in Q2 2026, selling an estimated $93.1K and leaving 9,365 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #90.

Bell Bank first reported a position in VYM in Q4 2019 and has held it in 19 quarters since. The position peaked at $102M in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bell Bank held 9,365 shares of Vanguard High Dividend Yield ETF worth $1.48M as of Q2 2026.
Bell Bank sold 596 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $93.1K.
Vanguard High Dividend Yield ETF made up 0.06% of Bell Bank's portfolio in Q2 2026, its #90 holding.
Bell Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 19 quarters since.
Bell Bank's Vanguard High Dividend Yield ETF position peaked at $102M in Q3 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.