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

Bellevue 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 Q2	$272K	Buy	1,721 +3	+0.2%	+$469	0.13%	68
2026 Q1	$254K	Sell	1,718 -46	-3%	-$6.92K	0.13%	68
2025 Q4	$253K	Buy	1,764 +4	+0.2%	+$569	0.08%	66
2025 Q3	$248K	Buy	1,760 +4	+0.2%	+$550	0.11%	67
2025 Q2	$234K	Buy	1,756 +3	+0.2%	+$380	0.11%	66
2025 Q1	$226K	Buy	1,753 +2	+0.1%	+$262	0.12%	62
2024 Q4	$223K	Buy	1,751 +4	+0.2%	+$522	0.12%	66
2024 Q3	$224K	Buy	1,747 +3	+0.2%	+$370	0.12%	64
2024 Q2	$207K	Buy	1,744 +3	+0.2%	+$356	0.11%	64
2024 Q1	$211K	Buy	1,741 +1	+0.1%	+$115	0.12%	64
2023 Q4	$194K	Sell	1,740 -99	-5%	-$10.4K	0.17%	65
2023 Q3	$190K	Sell	1,839 -94	-5%	-$10.1K	0.13%	58
2023 Q2	$205K	Buy	1,933 +1	+0.1%	+$105	0.13%	58
2023 Q1	$204K	Hold	1,932	–	–	0.14%	55
2022 Q4	$208K	Sell	1,932 -99	-5%	-$10.5K	0.16%	52
2022 Q3	$197K	Buy	2,031 +1	+0%	+$104	0.15%	56
2022 Q2	$207K	Buy	2,030 +1	+0%	+$108	0.15%	62
2022 Q1	$230K	Sell	2,029 -399	-16%	-$44.5K	0.14%	60
2021 Q4	$272K	Buy	2,428 +45	+2%	+$4.9K	0.16%	60
2021 Q3	$248K	Buy	2,383 +1	+0%	+$106	0.15%	63
2021 Q2	$250K	Buy	2,382 +331	+16%	+$34.8K	0.15%	64
2021 Q1	$208K	Hold	2,051	–	–	0.13%	71
2020 Q4	$193K	Sell	2,051 -374	-15%	-$32.5K	0.12%	72
2020 Q3	$196K	Hold	2,425	–	–	0.14%	70
2020 Q2	$191K	Hold	2,425	–	–	0.2%	68
2020 Q1	$189K	Hold	2,425	–	–	0.2%	75
2019 Q4	$227K	Buy	+2,425	New	+$220K	0.18%	66

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

Bellevue Asset Management's VYM Position: Q2 2026 in Review

Bellevue Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.17% in Q2 2026, buying an estimated $469 and bringing the position to 1,721 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #68.

Bellevue Asset Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bellevue Asset Management held 1,721 shares of Vanguard High Dividend Yield ETF worth $272K as of Q2 2026.
Bellevue Asset Management bought 3 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $469.
Vanguard High Dividend Yield ETF made up 0.13% of Bellevue Asset Management's portfolio in Q2 2026, its #68 holding.
Bellevue Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.