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Covestor’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Covestor’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 		$1.69M Buy
11,394
+294
+3% +$44.2K 1.17% 7
2025
Q4 		$1.59M Buy
11,100
+507
+5% +$72.1K 0.83% 8
2025
Q3 		$1.49M Buy
10,593
+825
+8% +$113K 0.82% 7
2025
Q2 		$1.3M Buy
9,768
+2,806
+40% +$355K 0.77% 6
2025
Q1 		$898K Sell
6,962
-361
-5% -$47.3K 0.6% 13
2024
Q4 		$934K Buy
7,323
+141
+2% +$18.4K 0.58% 13
2024
Q3 		$921K Buy
7,182
+504
+8% +$62.2K 0.58% 12
2024
Q2 		$792K Buy
6,678
+327
+5% +$38.8K 0.51% 14
2024
Q1 		$768K Buy
6,351
+701
+12% +$80.3K 0.49% 18
2023
Q4 		$631K Sell
5,650
-185
-3% -$19.4K 0.43% 15
2023
Q3 		$603K Buy
5,835
+256
+5% +$27.5K 0.45% 17
2023
Q2 		$592K Buy
5,579
+247
+5% +$25.9K 0.45% 12
2023
Q1 		$563K Buy
5,332
+241
+5% +$25.9K 0.49% 12
2022
Q4 		$551K Buy
5,091
+342
+7% +$36.4K 0.45% 15
2022
Q3 		$451K Buy
4,749
+4,744
+94,880% +$493K 0.4% 19
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1814
2022
Q1 		$1K Sell
5
-20
-80% -$2.23K ﹤0.01% 1987
2021
Q4 		$3K Buy
+25
New +$2.72K ﹤0.01% 1501

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Covestor's VYM Position: Q1 2026 in Review

Covestor increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q1 2026, buying an estimated $44.2K and bringing the position to 11,394 shares worth $1.69M. The position accounts for 1.17% of the portfolio, ranked #7.

Covestor first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Covestor held 11,394 shares of Vanguard High Dividend Yield ETF worth $1.69M as of Q1 2026.
  • Covestor bought 294 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $44.2K.
  • Vanguard High Dividend Yield ETF made up 1.17% of Covestor's portfolio in Q1 2026, its #7 holding.
  • Covestor first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.