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

Bernicke 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
2026
Q2 		$364K Buy
2,304
+170
+8% +$26.6K 0.04% 84
2026
Q1 		$316K Buy
2,134
+228
+12% +$34.3K 0.04% 82
2025
Q4 		$274K Buy
+1,906
New +$271K 0.04% 87

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bernicke Wealth Management's VYM Position: Q2 2026 in Review

Bernicke Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8% in Q2 2026, buying an estimated $26.6K and bringing the position to 2,304 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #84.

Bernicke Wealth Management first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,842 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Bernicke Wealth Management held 2,304 shares of Vanguard High Dividend Yield ETF worth $364K as of Q2 2026.
  • Bernicke Wealth Management bought 170 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.6K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Bernicke Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Bernicke Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.