BEI
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Benjamin Edwards Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Benjamin Edwards Inc’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 		$8.68M Buy
54,936
+5,257
+11% +$822K 0.08% 258
2026
Q1 		$7.36M Buy
49,679
+1,299
+3% +$195K 0.07% 259
2025
Q4 		$6.94M Buy
48,380
+3,092
+7% +$440K 0.08% 248
2025
Q3 		$6.38M Buy
45,288
+2,817
+7% +$387K 0.07% 255
2025
Q2 		$5.66M Buy
42,471
+5,003
+13% +$634K 0.07% 251
2025
Q1 		$4.83M Buy
37,468
+3,252
+10% +$426K 0.07% 265
2024
Q4 		$4.37M Buy
34,216
+3,036
+10% +$396K 0.06% 282
2024
Q3 		$4M Buy
+31,180
New +$3.85M 0.06% 302
2024
Q2 		– Sell
-53
Closed -$6K – 778
2024
Q1 		$6K Buy
+53
New +$6.07K ﹤0.01% 669
2023
Q1 		– Sell
-54
Closed -$6K – 770
2022
Q4 		$6K Hold
54
– – ﹤0.01% 632
2022
Q3 		$5K Buy
54
+1
+2% +$104 ﹤0.01% 619
2022
Q2 		$5K Hold
53
– – ﹤0.01% 626
2022
Q1 		$6K Buy
+53
New +$5.91K ﹤0.01% 644

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's VYM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, buying an estimated $822K and bringing the position to 54,936 shares worth $8.68M. The position accounts for 0.08% of the portfolio, ranked #258.

Benjamin Edwards Inc first reported a position in VYM in Q1 2022 and has held it in 13 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Benjamin Edwards Inc held 54,936 shares of Vanguard High Dividend Yield ETF worth $8.68M as of Q2 2026.
  • Benjamin Edwards Inc bought 5,257 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $822K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Benjamin Edwards Inc's portfolio in Q2 2026, its #258 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 13 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.