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

BXM Wealth’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 		$237K Buy
+1,499
New +$234K 0.13% 146

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

BXM Wealth's VYM Position: Q2 2026 in Review

BXM Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,499 shares worth $237K. The stake represents 0.13% of the portfolio and ranks #146 among its holdings.

768 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • BXM Wealth held 1,499 shares of Vanguard High Dividend Yield ETF worth $237K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new BXM Wealth position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.13% of BXM Wealth's portfolio in Q2 2026, its #146 holding.
  • 768 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.