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

Birchcreek 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
Q1 		$1.43M Sell
9,665
-235
-2% -$35.3K 0.69% 26
2025
Q4 		$1.42M Sell
9,900
-427
-4% -$60.7K 0.7% 26
2025
Q3 		$1.46M Sell
10,327
-94
-0.9% -$12.9K 0.75% 26
2025
Q2 		$1.39M Buy
10,421
+297
+3% +$37.6K 0.79% 25
2025
Q1 		$1.31M Sell
10,124
-18
-0.2% -$2.36K 0.82% 22
2024
Q4 		$1.29M Sell
10,142
-4
-0% -$522 0.81% 25
2024
Q3 		$1.3M Sell
10,146
-1,048
-9% -$129K 0.85% 27
2024
Q2 		$1.33M Sell
11,194
-1
-0% -$119 0.75% 30
2024
Q1 		$1.35M Sell
11,195
-73
-0.6% -$8.36K 0.71% 35
2023
Q4 		$1.26M Sell
11,268
-501
-4% -$52.6K 0.75% 35
2023
Q3 		$1.22M Sell
11,769
-1,658
-12% -$178K 0.82% 32
2023
Q2 		$1.42M Buy
13,427
+932
+7% +$97.8K 0.99% 25
2023
Q1 		$1.32M Buy
12,495
+2,071
+20% +$223K 1.04% 26
2022
Q4 		$1.13M Hold
10,424
– – 1% 28
2022
Q3 		$989K Buy
10,424
+92
+0.9% +$9.57K 0.92% 28
2022
Q2 		$1.05M Buy
10,332
+2,120
+26% +$230K 0.94% 29
2022
Q1 		$922K Buy
8,212
+74
+0.9% +$8.25K 0.82% 32
2021
Q4 		$912K Buy
8,138
+1
+0% +$109 0.8% 34
2021
Q3 		$841K Buy
8,137
+78
+1% +$8.25K 0.78% 34
2021
Q2 		$844K Sell
8,059
-187
-2% -$19.6K 0.81% 34
2021
Q1 		$834K Sell
8,246
-8
-0.1% -$772 0.88% 35
2020
Q4 		$755K Buy
+8,254
New +$717K 0.74% 35

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Birchcreek Wealth Management's VYM Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q1 2026, selling an estimated $35.3K and leaving 9,665 shares worth $1.43M. The position accounts for 0.69% of the portfolio, ranked #26.

Birchcreek Wealth Management first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.46M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Birchcreek Wealth Management held 9,665 shares of Vanguard High Dividend Yield ETF worth $1.43M as of Q1 2026.
  • Birchcreek Wealth Management sold 235 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $35.3K.
  • Vanguard High Dividend Yield ETF made up 0.69% of Birchcreek Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.46M in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.