BBW
VYM icon

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

Blue Barn 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
2025
Q4 		– Sell
-22,165
Closed -$3.12M – 166
2025
Q3 		$3.12M Sell
22,165
-3,604
-14% -$495K 1.37% 18
2025
Q2 		$3.44M Buy
25,769
+679
+3% +$86K 1.62% 15
2025
Q1 		$3.24M Sell
25,090
-1,053
-4% -$138K 1.69% 13
2024
Q4 		$3.34M Sell
26,143
-309
-1% -$40.3K 1.76% 12
2024
Q3 		$3.39M Sell
26,452
-161
-0.6% -$19.9K 1.74% 12
2024
Q2 		$3.16M Buy
26,613
+48
+0.2% +$5.69K 1.76% 13
2024
Q1 		$3.21M Sell
26,565
-7
-0% -$802 1.79% 13
2023
Q4 		$2.97M Buy
26,572
+1,235
+5% +$130K 1.76% 13
2023
Q3 		$2.62M Buy
25,337
+22
+0.1% +$2.36K 1.72% 14
2023
Q2 		$2.69M Buy
25,315
+15
+0.1% +$1.57K 1.74% 13
2023
Q1 		$2.67M Sell
25,300
-6,088
-19% -$655K 1.65% 14
2022
Q4 		$3.4M Buy
31,388
+4,416
+16% +$470K 2.24% 11
2022
Q3 		$2.56M Sell
26,972
-162
-0.6% -$16.8K 1.82% 12
2022
Q2 		$2.76M Sell
27,134
-1,414
-5% -$153K 2.11% 11
2022
Q1 		$3.2M Buy
28,548
+940
+3% +$105K 2.22% 10
2021
Q4 		$3.1M Sell
27,608
-1,569
-5% -$171K 2.09% 11
2021
Q3 		$3.02M Sell
29,177
-2,487
-8% -$263K 2.64% 9
2021
Q2 		$3.32M Buy
+31,664
New +$3.32M 3.4% 8

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Barn Wealth's VYM Position: Q4 2025 in Review

Blue Barn Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 22,165 shares — an estimated $3.12M sold.

Blue Barn Wealth first reported a position in VYM in Q2 2021 and held it in 18 quarters. The position peaked at $3.44M in Q2 2025. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Blue Barn Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 22,165 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $3.12M.
  • Blue Barn Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Vanguard High Dividend Yield ETF position peaked at $3.44M in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.