BTI
VYM icon

Blue Trust Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blue Trust Inc’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 		$387K Sell
2,447
-66
-3% -$10.3K ﹤0.01% 562
2026
Q1 		$372K Buy
2,513
+66
+3% +$9.92K ﹤0.01% 579
2025
Q4 		$351K Sell
2,447
-841
-26% -$120K ﹤0.01% 602
2025
Q3 		$463K Buy
3,288
+370
+13% +$50.8K 0.01% 515
2025
Q2 		$389K Buy
2,918
+491
+20% +$62.2K ﹤0.01% 537
2025
Q1 		$313K Sell
2,427
-2,050
-46% -$268K ﹤0.01% 551
2024
Q4 		$571K Buy
4,477
+686
+18% +$89.5K 0.01% 344
2024
Q3 		$450K Buy
3,791
+1,156
+44% +$143K 0.01% 511
2024
Q2 		$319K Hold
2,635
– – ﹤0.01% 538
2024
Q1 		$319K Sell
2,635
-175
-6% -$20.1K ﹤0.01% 381
2023
Q4 		$290K Buy
2,810
+78
+3% +$8.2K ﹤0.01% 340
2023
Q3 		$290K Buy
2,732
+57
+2% +$6.12K ﹤0.01% 348
2023
Q2 		$282K Buy
2,675
+71
+3% +$7.45K ﹤0.01% 317
2023
Q1 		$282K Hold
2,604
– – ﹤0.01% 427
2022
Q4 		$247K Sell
2,604
-57
-2% -$6.07K ﹤0.01% 395
2022
Q3 		$271K Sell
2,661
-2
-0.1% -$208 ﹤0.01% 293
2022
Q2 		$299K Buy
+2,663
New +$289K ﹤0.01% 260

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Trust Inc's VYM Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q2 2026, selling an estimated $10.3K and leaving 2,447 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Blue Trust Inc first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $571K in Q4 2024. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Blue Trust Inc held 2,447 shares of Vanguard High Dividend Yield ETF worth $387K as of Q2 2026.
  • Blue Trust Inc sold 66 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #562 holding.
  • Blue Trust Inc first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vanguard High Dividend Yield ETF position peaked at $571K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.