Berkeley Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Berkeley 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	$232K	Hold	1,466	–	–	0.07%	80
2026 Q1	$217K	Hold	1,466	–	–	0.07%	78
2025 Q4	$210K	Hold	1,466	–	–	0.07%	79
2025 Q3	$207K	Buy	+1,466	New	+$201K	0.07%	75
2025 Q1	–	Sell	-1,628	Closed	-$208K	–	72
2024 Q4	$208K	Sell	1,628 -1,626	-50%	-$212K	0.11%	64
2024 Q3	$417K	Buy	+3,254	New	+$402K	0.12%	64
2024 Q2	–	Sell	-2,061	Closed	-$249K	–	70
2024 Q1	$249K	Sell	2,061 -342	-14%	-$39.2K	0.15%	61
2023 Q4	$268K	Buy	2,403 +12	+0.5%	+$1.26K	0.17%	61
2023 Q3	$247K	Sell	2,391 -106	-4%	-$11.4K	0.17%	69
2023 Q2	$265K	Buy	2,497 +569	+30%	+$59.7K	0.18%	68
2023 Q1	$203K	Buy	1,928 +8	+0.4%	+$860	0.15%	75
2022 Q4	$208K	Buy	+1,920	New	+$204K	0.16%	76
2022 Q2	–	Sell	-1,915	Closed	-$215K	–	99
2022 Q1	$215K	Sell	1,915 -19	-1%	-$2.12K	0.15%	90
2021 Q4	$217K	Buy	+1,934	New	+$210K	0.14%	87
2021 Q3	–	Sell	-1,915	Closed	-$201K	–	91
2021 Q2	$201K	Buy	+1,915	New	+$201K	0.14%	85
2021 Q1	–	Sell	-2,840	Closed	-$260K	–	83
2020 Q4	$260K	Buy	+2,840	New	+$247K	0.21%	69

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

Berkeley Inc's VYM Position: Q2 2026 in Review

Berkeley Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,466 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #80.

Berkeley Inc first reported a position in VYM in Q4 2020 and has held it in 16 quarters since. The position peaked at $417K in Q3 2024. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Berkeley Inc held 1,466 shares of Vanguard High Dividend Yield ETF worth $232K as of Q2 2026.
Berkeley Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.07% of Berkeley Inc's portfolio in Q2 2026, its #80 holding.
Berkeley Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 16 quarters since.
Berkeley Inc's Vanguard High Dividend Yield ETF position peaked at $417K in Q3 2024.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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