Bridgewealth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bridgewealth Advisory Group’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	$6.02M	Sell	38,100 -68	-0.2%	-$10.6K	1.14%	27
2026 Q1	$5.65M	Sell	38,168 -263	-0.7%	-$39.5K	1.17%	24
2025 Q4	$5.52M	Sell	38,431 -72	-0.2%	-$10.2K	1.22%	26
2025 Q3	$5.43M	Buy	38,503 +187	+0.5%	+$25.7K	1.26%	26
2025 Q2	$5.11M	Buy	38,316 +34,453	+892%	+$4.36M	1.3%	23
2025 Q1	$498K	Sell	3,863 -26,246	-87%	-$3.44M	0.65%	34
2024 Q4	$4.03M	Sell	30,109 -1,026	-3%	-$134K	1.14%	25
2024 Q3	$3.99M	Buy	31,135 +1,198	+4%	+$148K	1.45%	25
2024 Q2	$3.55M	Sell	29,937 -1,052	-3%	-$125K	1.57%	24
2024 Q1	$3.75M	Sell	30,989 -15,387	-33%	-$1.76M	1.83%	20
2023 Q4	$5.18M	Sell	46,376 -1,168	-2%	-$123K	3.97%	6
2023 Q3	$4.91M	Buy	47,544 +482	+1%	+$51.7K	6.03%	5
2023 Q2	$4.99M	Buy	47,062 +1,099	+2%	+$115K	8.11%	3
2023 Q1	$4.85M	Sell	45,963 -624	-1%	-$67.1K	8.94%	3
2022 Q4	$5.04M	Buy	+46,587	New	+$4.96M	9.89%	3

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

Bridgewealth Advisory Group's VYM Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.18% in Q2 2026, selling an estimated $10.6K and leaving 38,100 shares worth $6.02M. The position accounts for 1.14% of the portfolio, ranked #27.

Bridgewealth Advisory Group first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bridgewealth Advisory Group held 38,100 shares of Vanguard High Dividend Yield ETF worth $6.02M as of Q2 2026.
Bridgewealth Advisory Group sold 68 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.6K.
Vanguard High Dividend Yield ETF made up 1.14% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #27 holding.
Bridgewealth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.