BOS Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BOS Asset Management’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	–	Sell	-1,534	Closed	-$220K	–	209
2025 Q4	$220K	Hold	1,534	–	–	0.06%	179
2025 Q3	$216K	Sell	1,534 -74	-5%	-$10.2K	0.06%	176
2025 Q2	$214K	Hold	1,608	–	–	0.07%	166
2025 Q1	$207K	Hold	1,608	–	–	0.07%	159
2024 Q4	$205K	Sell	1,608 -78	-5%	-$10.2K	0.07%	159
2024 Q3	$216K	Buy	+1,686	New	+$208K	0.08%	155
2024 Q2	–	Sell	-1,810	Closed	-$219K	–	165
2024 Q1	$219K	Hold	1,810	–	–	0.12%	141
2023 Q4	$202K	Buy	+1,810	New	+$190K	0.14%	150

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

BOS Asset Management's VYM Position: Q1 2026 in Review

BOS Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,534 shares — an estimated $220K sold.

BOS Asset Management first reported a position in VYM in Q4 2023 and held it in 8 quarters. The position peaked at $220K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

BOS Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
BOS Asset Management sold 1,534 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $220K.
BOS Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 8 quarters.
BOS Asset Management's Vanguard High Dividend Yield ETF position peaked at $220K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on BOS Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.