Breakthru Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Breakthru Advisory Services’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	$752K	Hold	5,077	–	–	1.21%	20
2025 Q4	$729K	Hold	5,077	–	–	0.47%	30
2025 Q3	$716K	Buy	+5,077	New	+$698K	0.47%	28
2025 Q1	–	Sell	-5,077	Closed	-$648K	–	53
2024 Q4	$648K	Buy	+5,077	New	+$662K	0.59%	21

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

Breakthru Advisory Services's VYM Position: Q1 2026 in Review

Breakthru Advisory Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 5,077 shares worth $752K. The position accounts for 1.21% of the portfolio, ranked #20.

Breakthru Advisory Services first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Breakthru Advisory Services held 5,077 shares of Vanguard High Dividend Yield ETF worth $752K as of Q1 2026.
Breakthru Advisory Services left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 1.21% of Breakthru Advisory Services's portfolio in Q1 2026, its #20 holding.
Breakthru Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.