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Brookwood Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brookwood Investment 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 		$726K Buy
4,597
+442
+11% +$69.1K 0.08% 241
2026
Q1 		$615K Hold
4,155
– – 0.08% 243
2025
Q4 		$596K Sell
4,155
-65
-2% -$9.24K 0.07% 254
2025
Q3 		$595K Buy
4,220
+475
+13% +$65.3K 0.08% 235
2025
Q2 		$499K Buy
3,745
+98
+3% +$12.4K 0.08% 230
2025
Q1 		$470K Buy
+3,647
New +$477K 0.08% 228

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brookwood Investment Group's VYM Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, buying an estimated $69.1K and bringing the position to 4,597 shares worth $726K. The position accounts for 0.08% of the portfolio, ranked #241.

Brookwood Investment Group first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Brookwood Investment Group held 4,597 shares of Vanguard High Dividend Yield ETF worth $726K as of Q2 2026.
  • Brookwood Investment Group bought 442 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $69.1K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #241 holding.
  • Brookwood Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.