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

Collaborative Wealth Management’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	$1.37M	Buy	8,640 +28	+0.3%	+$4.38K	0.57%	28
2026 Q1	$1.28M	Sell	8,612 -954	-10%	-$143K	0.59%	30
2025 Q4	$1.37M	Sell	9,566 -545	-5%	-$77.5K	0.48%	48
2025 Q3	$1.43M	Buy	10,111 +45	+0.4%	+$6.18K	0.58%	39
2025 Q2	$1.34M	Sell	10,066 -636	-6%	-$80.6K	0.59%	39
2025 Q1	$1.38M	Buy	10,702 +135	+1%	+$17.7K	0.65%	35
2024 Q4	$1.35M	Sell	10,567 -104	-1%	-$13.6K	0.61%	37
2024 Q3	$1.37M	Sell	10,671 -29	-0.3%	-$3.58K	0.62%	34
2024 Q2	$1.27M	Buy	10,700 +16	+0.1%	+$1.9K	0.62%	38
2024 Q1	$1.29M	Sell	10,684 -1,079	-9%	-$124K	0.65%	38
2023 Q4	$1.31M	Sell	11,763 -318	-3%	-$33.4K	0.71%	33
2023 Q3	$1.25M	Sell	12,081 -2,995	-20%	-$321K	0.74%	32
2023 Q2	$1.6M	Sell	15,076 -722	-5%	-$75.7K	0.95%	28
2023 Q1	$1.67M	Sell	15,798 -2,058	-12%	-$221K	1.05%	25
2022 Q4	$1.93M	Sell	17,856 -629	-3%	-$66.9K	1.27%	20
2022 Q3	$1.75M	Sell	18,485 -682	-4%	-$70.9K	1.24%	20
2022 Q2	$1.95M	Buy	+19,167	New	+$2.08M	1.28%	20
2021 Q4	$2.15M	Buy	+19,225	New	+$2.09M	1.18%	19
2021 Q1	$2.17M	Buy	+19,331	New	+$1.86M	1.25%	18

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Collaborative Wealth Management's VYM Position: Q2 2026 in Review

Collaborative Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q2 2026, buying an estimated $4.38K and bringing the position to 8,640 shares worth $1.37M. The position accounts for 0.57% of the portfolio, ranked #28.

Collaborative Wealth Management first reported a position in VYM in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q1 2021. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Collaborative Wealth Management held 8,640 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q2 2026.
Collaborative Wealth Management bought 28 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.38K.
Vanguard High Dividend Yield ETF made up 0.57% of Collaborative Wealth Management's portfolio in Q2 2026, its #28 holding.
Collaborative Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 19 quarters since.
Collaborative Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.17M in Q1 2021.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.