Blueprint Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blueprint Investment Partners’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 Q1	–	Sell	-6,337	Closed	-$808K	–	207
2024 Q4	$808K	Buy	6,337 +61	+1%	+$7.95K	0.13%	89
2024 Q3	$805K	Buy	+6,276	New	+$775K	0.15%	76
2023 Q2	–	Sell	-47,603	Closed	-$5.02M	–	248
2023 Q1	$5.02M	Buy	47,603 +540	+1%	+$58.1K	1.15%	25
2022 Q4	$5.09M	Hold	47,063	–	–	1.08%	22
2022 Q3	$4.46M	Hold	47,063	–	–	1.22%	16
2022 Q2	$4.79M	Buy	47,063 +1,080	+2%	+$117K	1.29%	15
2022 Q1	$5.16M	Buy	45,983 +14,390	+46%	+$1.6M	1.33%	22
2021 Q4	$3.54M	Buy	+31,593	New	+$3.44M	0.87%	34

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Blueprint Investment Partners's VYM Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 6,337 shares — an estimated $808K sold.

Blueprint Investment Partners first reported a position in VYM in Q4 2021 and held it in 8 quarters. The position peaked at $5.16M in Q1 2022. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Blueprint Investment Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 6,337 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $808K.
Blueprint Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 8 quarters.
Blueprint Investment Partners's Vanguard High Dividend Yield ETF position peaked at $5.16M in Q1 2022.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.