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Belleair Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Belleair Asset 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 		– Sell
-2,755
Closed -$395K – 83
2025
Q4 		$395K Buy
+2,755
New +$392K 0.38% 56

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Belleair Asset Management's VYM Position: Q1 2026 in Review

Belleair Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 2,755 shares — an estimated $395K sold.

Belleair Asset Management first reported a position in VYM in Q4 2025 and held it in 1 quarter. The position peaked at $395K in Q4 2025. 2,009 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Belleair Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Belleair Asset Management sold 2,755 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $395K.
  • Belleair Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and held it in 1 quarter.
  • Belleair Asset Management's Vanguard High Dividend Yield ETF position peaked at $395K in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Belleair Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.