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

Benchmark 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
2025
Q2 		$17.1M Sell
128,380
-3,719
-3% -$471K 7.61% 4
2025
Q1 		$17M Sell
132,099
-3,593
-3% -$470K 8.24% 4
2024
Q4 		$17.3M Sell
135,692
-1,194
-0.9% -$156K 8.52% 5
2024
Q3 		$17.5M Sell
136,886
-106,019
-44% -$13.1M 8.67% 5
2024
Q2 		$28.8M Sell
242,905
-8,266
-3% -$980K 15.35% 2
2024
Q1 		$30.4M Sell
251,171
-478
-0.2% -$54.8K 16.56% 2
2023
Q4 		$28.1M Sell
251,649
-9,523
-4% -$1M 16.61% 2
2023
Q3 		$27M Sell
261,172
-809
-0.3% -$86.8K 17.23% 2
2023
Q2 		$27.8M Buy
261,981
+13,512
+5% +$1.42M 16.77% 2
2023
Q1 		$26.6M Sell
248,469
-21,425
-8% -$2.3M 16.96% 1
2022
Q4 		$29.2M Buy
269,894
+7,695
+3% +$819K 21.02% 1
2022
Q3 		$24.9M Buy
262,199
+5,566
+2% +$579K 19.5% 1
2022
Q2 		$26.1M Buy
256,633
+9,417
+4% +$1.02M 19.21% 1
2022
Q1 		$27.8M Buy
247,216
+5,864
+2% +$654K 18.66% 2
2021
Q4 		$27.1M Buy
241,352
+9,660
+4% +$1.05M 17.48% 2
2021
Q3 		$23.9M Buy
231,692
+14,323
+7% +$1.51M 16.83% 2
2021
Q2 		$22.8M Buy
217,369
+2,764
+1% +$290K 15.64% 2
2021
Q1 		$21.7M Buy
214,605
+17,002
+9% +$1.64M 16.09% 2
2020
Q4 		$18.1M Buy
197,603
+23,489
+13% +$2.04M 13.72% 3
2020
Q3 		$14.1M Buy
174,114
+16,301
+10% +$1.34M 11.12% 3
2020
Q2 		$12.4M Buy
157,813
+1,682
+1% +$131K 10.6% 3
2020
Q1 		$11M Sell
156,131
-21,474
-12% -$1.84M 11.06% 3
2019
Q4 		$16.6M Buy
+177,605
New +$16.1M 14.36% 3

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Benchmark Wealth Management's VYM Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q2 2025, selling an estimated $471K and leaving 128,380 shares worth $17.1M. The position accounts for 7.61% of the portfolio, ranked #4.

Benchmark Wealth Management first reported a position in VYM in Q4 2019 and has held it in 23 quarters since. The position peaked at $30.4M in Q1 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Benchmark Wealth Management held 128,380 shares of Vanguard High Dividend Yield ETF worth $17.1M as of Q2 2025.
  • Benchmark Wealth Management sold 3,719 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $471K.
  • Vanguard High Dividend Yield ETF made up 7.61% of Benchmark Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Benchmark Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Vanguard High Dividend Yield ETF position peaked at $30.4M in Q1 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.