BWS
VYM icon

Buck Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Buck Wealth Strategies’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 		$29.4K Buy
+186
New +$29.1K ﹤0.01% 417
2023
Q4 		– Sell
-180
Closed -$18.6K – 342
2023
Q3 		$18.6K Buy
180
+1
+0.6% +$107 0.01% 164
2023
Q2 		$19K Hold
179
– – 0.01% 114
2023
Q1 		$18.9K Buy
+179
New +$19.3K 0.01% 85

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 22.9% 1-Year Est. Return

Buck Wealth Strategies's VYM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 186 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in VYM as recently as Q3 2023.

Buck Wealth Strategies first reported a position in VYM in Q1 2023 and has held it in 4 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Buck Wealth Strategies held 186 shares of Vanguard High Dividend Yield ETF worth $29.4K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #417 holding.
  • Buck Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 4 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.