Boston Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Boston Family Office’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	$706K	Buy	4,768 +28	+0.6%	+$4.21K	0.05%	193
2025 Q4	$680K	Hold	4,740	–	–	0.04%	188
2025 Q3	$668K	Hold	4,740	–	–	0.04%	188
2025 Q2	$632K	Hold	4,740	–	–	0.04%	188
2025 Q1	$611K	Hold	4,740	–	–	0.04%	184
2024 Q4	$605K	Hold	4,740	–	–	0.04%	181
2024 Q3	$608K	Sell	4,740 -90	-2%	-$11.1K	0.04%	187
2024 Q2	$573K	Hold	4,830	–	–	0.04%	183
2024 Q1	$584K	Hold	4,830	–	–	0.04%	179
2023 Q4	$539K	Hold	4,830	–	–	0.04%	186
2023 Q3	$499K	Hold	4,830	–	–	0.04%	183
2023 Q2	$512K	Hold	4,830	–	–	0.04%	190
2023 Q1	$510K	Hold	4,830	–	–	0.04%	187
2022 Q4	$523K	Hold	4,830	–	–	0.04%	190
2022 Q3	$458K	Hold	4,830	–	–	0.04%	200
2022 Q2	$491K	Hold	4,830	–	–	0.04%	199
2022 Q1	$542K	Hold	4,830	–	–	0.04%	198
2021 Q4	$541K	Hold	4,830	–	–	0.04%	206
2021 Q3	$499K	Hold	4,830	–	–	0.04%	205
2021 Q2	$506K	Sell	4,830 -1,176	-20%	-$123K	0.04%	206
2021 Q1	$488K	Buy	6,006 +1,176	+24%	+$113K	0.04%	208
2020 Q4	$442K	Hold	4,830	–	–	0.03%	209
2020 Q3	$391K	Hold	4,830	–	–	0.04%	195
2020 Q2	$381K	Hold	4,830	–	–	0.04%	196
2020 Q1	$342K	Hold	4,830	–	–	0.04%	195
2019 Q4	$453K	Hold	4,830	–	–	0.04%	194
2019 Q3	$429K	Hold	4,830	–	–	0.04%	201
2019 Q2	$422K	Hold	4,830	–	–	0.04%	203
2019 Q1	$414K	Hold	4,830	–	–	0.04%	204
2018 Q4	$377K	Buy	4,830 +195	+4%	+$16.3K	0.05%	205
2018 Q3	$404K	Hold	4,635	–	–	0.04%	218
2018 Q2	$385K	Buy	+4,635	New	+$388K	0.04%	216

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

Boston Family Office's VYM Position: Q1 2026 in Review

Boston Family Office increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.59% in Q1 2026, buying an estimated $4.21K and bringing the position to 4,768 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #193.

Boston Family Office first reported a position in VYM in Q2 2018 and has held it in 32 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Boston Family Office held 4,768 shares of Vanguard High Dividend Yield ETF worth $706K as of Q1 2026.
Boston Family Office bought 28 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $4.21K.
Vanguard High Dividend Yield ETF made up 0.05% of Boston Family Office's portfolio in Q1 2026, its #193 holding.
Boston Family Office first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 32 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.