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

Concentrum 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 Q1	$281K	Buy	+1,900	New	+$286K	0.08%	89

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concentrum Wealth Management's VYM Position: Q1 2026 in Review

Concentrum Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 1,900 shares worth $281K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Concentrum Wealth Management held 1,900 shares of Vanguard High Dividend Yield ETF worth $281K as of Q1 2026.
Vanguard High Dividend Yield ETF was a new Concentrum Wealth Management position in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.08% of Concentrum Wealth Management's portfolio in Q1 2026, its #89 holding.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.