Brandywine Oak Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brandywine Oak Private Wealth’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 Q2	$1.49M	Hold	9,434	–	–	0.11%	94
2026 Q1	$1.4M	Sell	9,434 -86	-0.9%	-$12.9K	0.12%	88
2025 Q4	$1.37M	Hold	9,520	–	–	0.11%	89
2025 Q3	$1.34M	Sell	9,520 -22	-0.2%	-$3.02K	0.12%	88
2025 Q2	$1.27M	Buy	9,542 +20	+0.2%	+$2.53K	0.12%	90
2025 Q1	$1.23M	Sell	9,522 -1,199	-11%	-$157K	0.12%	88
2024 Q4	$1.37M	Sell	10,721 -78	-0.7%	-$10.2K	0.13%	79
2024 Q3	$1.38M	Sell	10,799 -427	-4%	-$52.7K	0.13%	79
2024 Q2	$1.33M	Sell	11,226 -1,297	-10%	-$154K	0.14%	78
2024 Q1	$1.52M	Buy	12,523 +261	+2%	+$29.9K	0.16%	72
2023 Q4	$1.37M	Sell	12,262 -2,563	-17%	-$269K	0.15%	76
2023 Q3	$1.53M	Sell	14,825 -1,334	-8%	-$143K	0.18%	68
2023 Q2	$1.71M	Sell	16,159 -1,907	-11%	-$200K	0.19%	67
2023 Q1	$1.91M	Sell	18,066 -2,331	-11%	-$251K	0.22%	64
2022 Q4	$2.21M	Sell	20,397 -5,291	-21%	-$563K	0.27%	55
2022 Q3	$2.44M	Sell	25,688 -5,734	-18%	-$596K	0.33%	48
2022 Q2	$3.19M	Buy	31,422 +3,416	+12%	+$370K	0.41%	34
2022 Q1	$3.14M	Sell	28,006 -669	-2%	-$74.6K	0.36%	50
2021 Q4	$2.99M	Buy	28,675 +3,254	+13%	+$354K	0.33%	54
2021 Q3	$2.6M	Sell	25,421 -1,775	-7%	-$188K	0.3%	58
2021 Q2	$2.85M	Buy	27,196 +2,715	+11%	+$285K	0.33%	52
2021 Q1	$2.47M	Buy	24,481 +3,729	+18%	+$360K	0.36%	47
2020 Q4	$1.9M	Buy	20,752 +3,239	+18%	+$281K	0.29%	57
2020 Q3	$1.42M	Buy	17,513 +547	+3%	+$44.8K	0.24%	65
2020 Q2	$1.34M	Sell	16,966 -218	-1%	-$16.9K	0.24%	69
2020 Q1	$835K	Buy	17,184 +7,107	+71%	+$611K	0.17%	84
2019 Q4	$944K	Hold	10,077	–	–	0.17%	73
2019 Q3	$894K	Sell	10,077 -241	-2%	-$21.1K	0.17%	71
2019 Q2	$901K	Buy	10,318 +61	+0.6%	+$5.28K	0.18%	71
2019 Q1	$878K	Buy	10,257 +7,937	+342%	+$663K	0.18%	69
2018 Q4	$180K	Buy	+2,320	New	+$194K	0.04%	208

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brandywine Oak Private Wealth's VYM Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 9,434 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #94.

Brandywine Oak Private Wealth first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.19M in Q2 2022. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Brandywine Oak Private Wealth held 9,434 shares of Vanguard High Dividend Yield ETF worth $1.49M as of Q2 2026.
Brandywine Oak Private Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.11% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #94 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Vanguard High Dividend Yield ETF position peaked at $3.19M in Q2 2022.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.