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

Concord Wealth Partners’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	$1.16M	Sell	7,365 -470	-6%	-$73.5K	0.13%	120
2026 Q1	$1.16M	Sell	7,835 -155	-2%	-$23.3K	0.15%	120
2025 Q4	$1.15M	Buy	7,990 +148	+2%	+$21K	0.15%	120
2025 Q3	$1.11M	Sell	7,842 -431	-5%	-$59.2K	0.15%	125
2025 Q2	$1.1M	Buy	8,273 +2,797	+51%	+$354K	0.16%	124
2025 Q1	$706K	Buy	5,476 +1,174	+27%	+$154K	0.12%	136
2024 Q4	$549K	Buy	4,302 +357	+9%	+$46.6K	0.09%	137
2024 Q3	$506K	Sell	3,945 -193	-5%	-$23.8K	0.08%	134
2024 Q2	$491K	Buy	4,138 +554	+15%	+$65.7K	0.09%	140
2024 Q1	$434K	Buy	3,584 +2,506	+232%	+$287K	0.08%	154
2023 Q4	$120K	Buy	1,078 +10	+0.9%	+$1.05K	0.02%	260
2023 Q3	$110K	Buy	1,068 +8	+0.8%	+$858	0.02%	272
2023 Q2	$112K	Buy	1,060 +9	+0.9%	+$944	0.02%	263
2023 Q1	$111K	Buy	1,051 +57	+6%	+$6.13K	0.03%	239
2022 Q4	$108K	Buy	+994	New	+$106K	0.03%	236
2022 Q3	–	Sell	-695	Closed	-$71K	–	1145
2022 Q2	$71K	Buy	695 +6	+0.9%	+$650	0.02%	315
2022 Q1	$77K	Sell	689 -26	-4%	-$2.9K	0.02%	346
2021 Q4	$80K	Buy	+715	New	+$77.8K	0.02%	344

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

Concord Wealth Partners's VYM Position: Q2 2026 in Review

Concord Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6% in Q2 2026, selling an estimated $73.5K and leaving 7,365 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #120.

Concord Wealth Partners first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Concord Wealth Partners held 7,365 shares of Vanguard High Dividend Yield ETF worth $1.16M as of Q2 2026.
Concord Wealth Partners sold 470 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $73.5K.
Vanguard High Dividend Yield ETF made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #120 holding.
Concord Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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