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Bowman & Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bowman & Company’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
Q4 		$3.26M Sell
22,743
-649
-3% -$92.3K 1.37% 17
2025
Q3 		$3.3M Buy
23,392
+138
+0.6% +$19K 1.39% 18
2025
Q2 		$3.1M Sell
23,254
-344
-1% -$43.6K 1.38% 17
2025
Q1 		$3.04M Sell
23,598
-101
-0.4% -$13.2K 1.49% 15
2024
Q4 		$3.02M Sell
23,699
-349
-1% -$45.5K 1.56% 15
2024
Q3 		$3.08M Buy
24,048
+181
+0.8% +$22.3K 1.62% 15
2024
Q2 		$2.83M Buy
23,867
+727
+3% +$86.2K 1.64% 15
2024
Q1 		$2.8M Sell
23,140
-3,460
-13% -$396K 1.69% 16
2023
Q4 		$2.97M Sell
26,600
-2,456
-8% -$258K 2.07% 10
2023
Q3 		$3M Sell
29,056
-3,829
-12% -$411K 2.39% 9
2023
Q2 		$3.49M Buy
32,885
+2,538
+8% +$266K 2.64% 10
2023
Q1 		$3.2M Buy
30,347
+497
+2% +$53.5K 2.35% 10
2022
Q4 		$3.23M Buy
29,850
+4,450
+18% +$474K 2.5% 8
2022
Q3 		$2.41M Buy
25,400
+1,549
+6% +$161K 2.18% 10
2022
Q2 		$2.43M Buy
23,851
+3,137
+15% +$340K 2.12% 9
2022
Q1 		$2.33M Buy
20,714
+2,724
+15% +$304K 1.79% 9
2021
Q4 		$2.02M Buy
+17,990
New +$1.96M 1.55% 10

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bowman & Company's VYM Position: Q4 2025 in Review

Bowman & Company reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q4 2025, selling an estimated $92.3K and leaving 22,743 shares worth $3.26M. The position accounts for 1.37% of the portfolio, ranked #17.

Bowman & Company first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.49M in Q2 2023. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Bowman & Company held 22,743 shares of Vanguard High Dividend Yield ETF worth $3.26M as of Q4 2025.
  • Bowman & Company sold 649 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $92.3K.
  • Vanguard High Dividend Yield ETF made up 1.37% of Bowman & Company's portfolio in Q4 2025, its #17 holding.
  • Bowman & Company first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's Vanguard High Dividend Yield ETF position peaked at $3.49M in Q2 2023.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.