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

Blodgett Wealth Advisors’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	$312K	Hold	2,107	–	–	0.25%	51
2025 Q4	$302K	Hold	2,107	–	–	0.21%	51
2025 Q3	$297K	Hold	2,107	–	–	0.2%	53
2025 Q2	$281K	Hold	2,107	–	–	0.22%	53
2025 Q1	$272K	Hold	2,107	–	–	0.23%	51
2024 Q4	$269K	Hold	2,107	–	–	0.21%	50
2024 Q3	$270K	Hold	2,107	–	–	0.23%	53
2024 Q2	$250K	Hold	2,107	–	–	0.21%	50
2024 Q1	$255K	Hold	2,107	–	–	0.23%	55
2023 Q4	$235K	Hold	2,107	–	–	0.24%	57
2023 Q3	$218K	Hold	2,107	–	–	0.24%	53
2023 Q2	$223K	Hold	2,107	–	–	0.23%	56
2023 Q1	$222K	Hold	2,107	–	–	0.26%	56
2022 Q4	$228K	Hold	2,107	–	–	0.28%	52
2022 Q3	$200K	Hold	2,107	–	–	0.24%	60
2022 Q2	$214K	Hold	2,107	–	–	0.23%	64
2022 Q1	$237K	Hold	2,107	–	–	0.2%	71
2021 Q4	$236K	Buy	+2,107	New	+$229K	0.18%	79

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blodgett Wealth Advisors's VYM Position: Q1 2026 in Review

Blodgett Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,107 shares worth $312K. The position accounts for 0.25% of the portfolio, ranked #51.

Blodgett Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Blodgett Wealth Advisors held 2,107 shares of Vanguard High Dividend Yield ETF worth $312K as of Q1 2026.
Blodgett Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.25% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Blodgett Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.