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

BIP Wealth’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 		$8.43M Buy
53,374
+14,854
+39% +$2.32M 0.24% 83
2026
Q1 		$5.7M Sell
38,520
-7,064
-15% -$1.06M 0.23% 72
2025
Q4 		$6.54M Sell
45,584
-1,566
-3% -$223K 0.23% 77
2025
Q3 		$6.65M Sell
47,150
-6,433
-12% -$884K 0.33% 54
2025
Q2 		$7.14M Sell
53,583
-2,539
-5% -$322K 0.44% 39
2025
Q1 		$7.24M Sell
56,122
-5,037
-8% -$659K 0.47% 35
2024
Q4 		$7.8M Sell
61,159
-3,933
-6% -$513K 0.52% 31
2024
Q3 		$8.34M Buy
65,092
+6,711
+11% +$828K 0.57% 29
2024
Q2 		$6.92M Sell
58,381
-10,868
-16% -$1.29M 0.57% 30
2024
Q1 		$8.38M Sell
69,249
-1,150
-2% -$132K 0.61% 26
2023
Q4 		$7.86M Buy
70,399
+4,525
+7% +$475K 0.62% 29
2023
Q3 		$6.81M Sell
65,874
-12,332
-16% -$1.32M 0.63% 30
2023
Q2 		$8.3M Buy
78,206
+8,121
+12% +$852K 0.68% 23
2023
Q1 		$7.33M Buy
+70,085
New +$7.54M 0.81% 25

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BIP Wealth's VYM Position: Q2 2026 in Review

BIP Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 39% in Q2 2026, buying an estimated $2.32M and bringing the position to 53,374 shares worth $8.43M. The position accounts for 0.24% of the portfolio, ranked #83.

BIP Wealth first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 1,448 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • BIP Wealth held 53,374 shares of Vanguard High Dividend Yield ETF worth $8.43M as of Q2 2026.
  • BIP Wealth bought 14,854 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.32M.
  • Vanguard High Dividend Yield ETF made up 0.24% of BIP Wealth's portfolio in Q2 2026, its #83 holding.
  • BIP Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.