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Brooks Moore & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brooks Moore & Associates’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 		$316K Buy
2,131
+35
+2% +$5.26K 0.16% 90
2025
Q4 		$301K Sell
2,096
-36,994
-95% -$5.26M 0.15% 93
2025
Q3 		$3.29M Buy
39,090
+37,009
+1,778% +$5.09M 1.67% 20
2025
Q2 		$279K Buy
2,081
+8
+0.4% +$1.01K 0.15% 95
2025
Q1 		$267K Buy
2,073
+200
+11% +$26.2K 0.15% 93
2024
Q4 		$239K Buy
1,873
+100
+6% +$13K 0.14% 91
2024
Q3 		$227K Buy
+1,773
New +$219K 0.13% 90

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brooks Moore & Associates's VYM Position: Q1 2026 in Review

Brooks Moore & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q1 2026, buying an estimated $5.26K and bringing the position to 2,131 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #90.

Brooks Moore & Associates first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Brooks Moore & Associates held 2,131 shares of Vanguard High Dividend Yield ETF worth $316K as of Q1 2026.
  • Brooks Moore & Associates bought 35 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.26K.
  • Vanguard High Dividend Yield ETF made up 0.16% of Brooks Moore & Associates's portfolio in Q1 2026, its #90 holding.
  • Brooks Moore & Associates first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • Brooks Moore & Associates's Vanguard High Dividend Yield ETF position peaked at $3.29M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.