Better Money Decisions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Better Money Decisions’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
2025 Q2	$577K	Sell	4,329 -172	-4%	-$21.8K	0.35%	45
2025 Q1	$580K	Sell	4,501 -680	-13%	-$89K	0.39%	43
2024 Q4	$661K	Buy	5,181 +2,668	+106%	+$348K	0.46%	39
2024 Q3	$322K	Buy	2,513 +355	+16%	+$43.8K	0.23%	52
2024 Q2	$256K	Buy	2,158 +18	+0.8%	+$2.13K	0.19%	58
2024 Q1	$259K	Sell	2,140 -767	-26%	-$87.9K	0.21%	57
2023 Q4	$324K	Buy	2,907 +6	+0.2%	+$630	0.27%	44
2023 Q3	$300K	Buy	2,901 +150	+5%	+$16.1K	0.26%	45
2023 Q2	$292K	Buy	2,751 +404	+17%	+$42.4K	0.24%	52
2023 Q1	$248K	Buy	2,347 +403	+21%	+$43.3K	0.21%	57
2022 Q4	$210K	Buy	+1,944	New	+$207K	0.18%	64
2022 Q3	–	Sell	-1,053	Closed	-$107K	–	443
2022 Q2	$107K	Buy	+1,053	New	+$114K	0.09%	92
2021 Q4	–	Sell	-544	Closed	-$56K	–	573
2021 Q3	$56K	Buy	+544	New	+$57.5K	0.05%	152

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Better Money Decisions's VYM Position: Q2 2025 in Review

Better Money Decisions reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.8% in Q2 2025, selling an estimated $21.8K and leaving 4,329 shares worth $577K. The position accounts for 0.35% of the portfolio, ranked #45.

Better Money Decisions first reported a position in VYM in Q3 2021 and has held it in 13 quarters since. The position peaked at $661K in Q4 2024. 1,800 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Better Money Decisions held 4,329 shares of Vanguard High Dividend Yield ETF worth $577K as of Q2 2025.
Better Money Decisions sold 172 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $21.8K.
Vanguard High Dividend Yield ETF made up 0.35% of Better Money Decisions's portfolio in Q2 2025, its #45 holding.
Better Money Decisions first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 13 quarters since.
Better Money Decisions's Vanguard High Dividend Yield ETF position peaked at $661K in Q4 2024.
1,800 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.