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

Bordeaux 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
2025 Q2	$13.5M	Buy	101,065 +3,494	+4%	+$443K	1.73%	11
2025 Q1	$12.6M	Sell	97,571 -6,007	-6%	-$786K	2.33%	10
2024 Q4	$13.2M	Buy	103,578 +4,964	+5%	+$647K	2.12%	10
2024 Q3	$12.6M	Buy	98,614 +215	+0.2%	+$26.5K	2.29%	11
2024 Q2	$11.7M	Buy	+98,399	New	+$11.7M	2.22%	11
2023 Q3	–	Sell	-1,924	Closed	-$204K	–	104
2023 Q2	$204K	Hold	1,924	–	–	0.08%	98
2023 Q1	$203K	Buy	+1,924	New	+$207K	0.1%	96
2022 Q1	–	Sell	-15,703	Closed	-$1.76M	–	100
2021 Q4	$1.76M	Buy	+15,703	New	+$1.71M	0.81%	25

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bordeaux Wealth Advisors's VYM Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q2 2025, buying an estimated $443K and bringing the position to 101,065 shares worth $13.5M. The position accounts for 1.73% of the portfolio, ranked #11.

Bordeaux Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 8 quarters since. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Bordeaux Wealth Advisors held 101,065 shares of Vanguard High Dividend Yield ETF worth $13.5M as of Q2 2025.
Bordeaux Wealth Advisors bought 3,494 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $443K.
Vanguard High Dividend Yield ETF made up 1.73% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #11 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 8 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.