CW
VYM icon

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

Channel 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 		$348K Sell
2,203
-257
-10% -$40.2K 0.08% 132
2026
Q1 		$364K Sell
2,460
-409
-14% -$61.5K 0.09% 122
2025
Q4 		$412K Buy
2,869
+445
+18% +$63.3K 0.1% 110
2025
Q3 		$342K Sell
2,424
-234
-9% -$32.2K 0.09% 128
2025
Q2 		$354K Sell
2,658
-14
-0.5% -$1.77K 0.1% 126
2025
Q1 		$345K Buy
2,672
+64
+2% +$8.38K 0.11% 121
2024
Q4 		$333K Sell
2,608
-68
-3% -$8.87K 0.11% 123
2024
Q3 		$343K Sell
2,676
-107
-4% -$13.2K 0.11% 117
2024
Q2 		$330K Sell
2,783
-400
-13% -$47.4K 0.12% 115
2024
Q1 		$385K Sell
3,183
-652
-17% -$74.7K 0.15% 106
2023
Q4 		$428K Sell
3,835
-739
-16% -$77.7K 0.2% 95
2023
Q3 		$473K Sell
4,574
-644
-12% -$69.1K 0.26% 89
2023
Q2 		$553K Sell
5,218
-194
-4% -$20.3K 0.32% 91
2023
Q1 		$571K Buy
+5,412
New +$582K 0.37% 87

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

Channel Wealth's VYM Position: Q2 2026 in Review

Channel Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $40.2K and leaving 2,203 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #132.

Channel Wealth first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $571K in Q1 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Channel Wealth held 2,203 shares of Vanguard High Dividend Yield ETF worth $348K as of Q2 2026.
  • Channel Wealth sold 257 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $40.2K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Channel Wealth's portfolio in Q2 2026, its #132 holding.
  • Channel Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's Vanguard High Dividend Yield ETF position peaked at $571K in Q1 2023.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.