Berkshire Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Berkshire Bank’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	$19M	Buy	120,424 +43,132	+56%	+$6.74M	3.63%	7
2026 Q1	$11.4M	Buy	+77,292	New	+$11.6M	2.35%	11
2021 Q2	–	Sell	-2,275	Closed	-$230K	–	128
2021 Q1	$230K	Hold	2,275	–	–	0.06%	117
2020 Q4	$208K	Sell	2,275 -500	-18%	-$43.4K	0.05%	123
2020 Q3	$225K	Buy	+2,775	New	+$227K	0.06%	123

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

Berkshire Bank's VYM Position: Q2 2026 in Review

Berkshire Bank increased its Vanguard High Dividend Yield ETF (VYM) stake by 56% in Q2 2026, buying an estimated $6.74M and bringing the position to 120,424 shares worth $19M. The position accounts for 3.63% of the portfolio, ranked #7.

Berkshire Bank first reported a position in VYM in Q3 2020 and has held it in 5 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Berkshire Bank held 120,424 shares of Vanguard High Dividend Yield ETF worth $19M as of Q2 2026.
Berkshire Bank bought 43,132 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.74M.
Vanguard High Dividend Yield ETF made up 3.63% of Berkshire Bank's portfolio in Q2 2026, its #7 holding.
Berkshire Bank first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 5 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.