Brio Consultants’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brio Consultants’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	$678K	Sell	4,334 -3	-0.1%	-$451	0.08%	92
2025 Q4	$623K	Sell	4,337 -99	-2%	-$14.1K	0.08%	91
2025 Q3	$625K	Sell	4,436 -99	-2%	-$13.6K	0.09%	87
2025 Q2	$605K	Hold	4,535	–	–	0.09%	83
2025 Q1	$585K	Sell	4,535 -463	-9%	-$60.6K	0.09%	73
2024 Q4	$638K	Sell	4,998 -4	-0.1%	-$522	0.1%	72
2024 Q3	$641K	Sell	5,002 -273	-5%	-$33.7K	0.1%	71
2024 Q2	$626K	Buy	5,275 +273	+5%	+$32.4K	0.1%	67
2024 Q1	$605K	Sell	5,002 -1,339	-21%	-$153K	0.1%	68
2023 Q4	$708K	Sell	6,341 -5,837	-48%	-$613K	0.13%	64
2023 Q3	$1.26M	Sell	12,178 -360	-3%	-$38.6K	0.24%	51
2023 Q2	$1.33M	Sell	12,538 -52,579	-81%	-$5.51M	0.24%	49
2023 Q1	$6.87M	Sell	65,117 -37	-0.1%	-$3.98K	1.27%	22
2022 Q4	$7.05M	Buy	65,154 +1,024	+2%	+$109K	1.4%	22
2022 Q3	$6.58M	Buy	64,130 +59,261	+1,217%	+$6.16M	1.39%	22
2022 Q2	$491K	Buy	+4,869	New	+$528K	0.11%	57

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

Brio Consultants's VYM Position: Q1 2026 in Review

Brio Consultants reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q1 2026, selling an estimated $451 and leaving 4,334 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #92.

Brio Consultants first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.05M in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Brio Consultants held 4,334 shares of Vanguard High Dividend Yield ETF worth $678K as of Q1 2026.
Brio Consultants sold 3 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $451.
Vanguard High Dividend Yield ETF made up 0.08% of Brio Consultants's portfolio in Q1 2026, its #92 holding.
Brio Consultants first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
Brio Consultants's Vanguard High Dividend Yield ETF position peaked at $7.05M in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.