BSW Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BSW Wealth Partners’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	$625K	Sell	3,952 -463	-10%	-$72.4K	0.07%	155
2026 Q1	$654K	Buy	4,415 +1,152	+35%	+$173K	0.08%	148
2025 Q4	$468K	Sell	3,263 -128	-4%	-$18.2K	0.06%	188
2025 Q3	$478K	Hold	3,391	–	–	0.06%	181
2025 Q2	$452K	Sell	3,391 -100	-3%	-$12.7K	0.06%	179
2025 Q1	$450K	Sell	3,491 -603	-15%	-$78.9K	0.07%	168
2024 Q4	$522K	Buy	4,094 +76	+2%	+$9.91K	0.08%	154
2024 Q3	$515K	Buy	4,018 +1,282	+47%	+$158K	0.08%	150
2024 Q2	$324K	Sell	2,736 -290	-10%	-$34.4K	0.05%	194
2024 Q1	$366K	Buy	+3,026	New	+$347K	0.06%	183
2015 Q3	–	Sell	-17,162	Closed	-$1.16M	–	68
2015 Q2	$1.16M	Sell	17,162 -293	-2%	-$20.3K	0.73%	17
2015 Q1	$1.19M	Buy	+17,455	New	+$1.2M	0.76%	14

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

BSW Wealth Partners's VYM Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $72.4K and leaving 3,952 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #155.

BSW Wealth Partners first reported a position in VYM in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2015. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

BSW Wealth Partners held 3,952 shares of Vanguard High Dividend Yield ETF worth $625K as of Q2 2026.
BSW Wealth Partners sold 463 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $72.4K.
Vanguard High Dividend Yield ETF made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #155 holding.
BSW Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 12 quarters since.
BSW Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $1.19M in Q1 2015.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.