Bensler’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bensler’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	$1.81M	Sell	12,222 -871	-7%	-$131K	0.19%	82
2025 Q4	$1.88M	Sell	13,093 -337	-3%	-$47.9K	0.19%	83
2025 Q3	$1.89M	Sell	13,430 -1,898	-12%	-$261K	0.2%	82
2025 Q2	$2.04M	Sell	15,328 -243	-2%	-$30.8K	0.23%	79
2025 Q1	$2.01M	Sell	15,571 -1,978	-11%	-$259K	0.25%	76
2024 Q4	$2.24M	Sell	17,549 -827	-5%	-$108K	0.27%	77
2024 Q3	$2.36M	Sell	18,376 -839	-4%	-$104K	0.3%	74
2024 Q2	$2.28M	Sell	19,215 -61	-0.3%	-$7.23K	0.31%	71
2024 Q1	$2.33M	Sell	19,276 -5,156	-21%	-$591K	0.34%	70
2023 Q4	$2.73M	Sell	24,432 -3,567	-13%	-$375K	0.45%	65
2023 Q3	$2.89M	Sell	27,999 -564	-2%	-$60.5K	0.56%	60
2023 Q2	$3.03M	Sell	28,563 -905	-3%	-$94.9K	0.58%	61
2023 Q1	$3.11M	Buy	29,468 +854	+3%	+$91.8K	0.63%	53
2022 Q4	$3.1M	Sell	28,614 -728	-2%	-$77.5K	0.69%	50
2022 Q3	$2.78M	Buy	29,342 +946	+3%	+$98.4K	0.66%	51
2022 Q2	$2.89M	Buy	28,396 +3,693	+15%	+$400K	0.69%	52
2022 Q1	$2.77M	Buy	+24,703	New	+$2.76M	0.58%	57

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bensler's VYM Position: Q1 2026 in Review

Bensler reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.7% in Q1 2026, selling an estimated $131K and leaving 12,222 shares worth $1.81M. The position accounts for 0.19% of the portfolio, ranked #82.

Bensler first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.11M in Q1 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Bensler held 12,222 shares of Vanguard High Dividend Yield ETF worth $1.81M as of Q1 2026.
Bensler sold 871 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $131K.
Vanguard High Dividend Yield ETF made up 0.19% of Bensler's portfolio in Q1 2026, its #82 holding.
Bensler first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
Bensler's Vanguard High Dividend Yield ETF position peaked at $3.11M in Q1 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.