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

Darwin 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 		$115K Buy
726
+2
+0.3% +$313 0.03% 176
2026
Q1 		$107K Buy
724
+2
+0.3% +$301 0.03% 168
2025
Q4 		$104K Sell
722
-121
-14% -$17.2K 0.03% 175
2025
Q3 		$119K Buy
843
+62
+8% +$8.52K 0.04% 164
2025
Q2 		$104K Sell
781
-321
-29% -$40.7K 0.04% 165
2025
Q1 		$141K Hold
1,102
– – 0.05% 154
2024
Q4 		$141K Sell
1,102
-586
-35% -$76.4K 0.05% 154
2024
Q3 		$216K Buy
+1,688
New +$208K 0.06% 135
2024
Q2 		– Sell
-1,695
Closed -$205K – 144
2024
Q1 		$205K Buy
+1,695
New +$194K 0.06% 135
2023
Q1 		– Sell
-1,982
Closed -$221K – 181
2022
Q4 		$221K Sell
1,982
-146
-7% -$15.5K 0.06% 155
2022
Q3 		$211K Sell
2,128
-157
-7% -$16.3K 0.05% 147
2022
Q2 		$241K Sell
2,285
-4,424
-66% -$479K 0.05% 148
2022
Q1 		$753K Sell
6,709
-252
-4% -$28.1K 0.12% 101
2021
Q4 		$773K Sell
6,961
-497
-7% -$54.1K 0.12% 101
2021
Q3 		$771K Sell
7,458
-445
-6% -$47K 0.12% 97
2021
Q2 		$828K Sell
7,903
-613
-7% -$64.4K 0.13% 93
2021
Q1 		$860K Sell
8,516
-2,816
-25% -$272K 0.15% 90
2020
Q4 		$1.04M Sell
11,332
-1,456
-11% -$126K 0.19% 81
2020
Q3 		$1.03M Sell
12,788
-13,871
-52% -$1.14M 0.22% 76
2020
Q2 		$2.1M Sell
26,659
-1,414
-5% -$110K 0.53% 56
2020
Q1 		$1.99M Sell
28,073
-486
-2% -$41.8K 0.63% 49
2019
Q4 		$2.68M Sell
28,559
-1,019
-3% -$92.4K 0.71% 62
2019
Q3 		$2.62M Sell
29,578
-386
-1% -$33.8K 0.78% 54
2019
Q2 		$2.62M Sell
29,964
-221
-0.7% -$19.1K 0.81% 51
2019
Q1 		$2.59M Sell
30,185
-532
-2% -$44.4K 0.85% 40
2018
Q4 		$2.4M Sell
30,717
-1,348
-4% -$112K 1.67% 19
2018
Q3 		$2.78M Buy
32,065
+351
+1% +$30.4K 1.55% 19
2018
Q2 		$2.6M Sell
31,714
-567
-2% -$47.5K 1.69% 16
2018
Q1 		$2.66M Sell
32,281
-946
-3% -$81.3K 1.93% 14
2017
Q4 		$2.85M Sell
33,227
-2,532
-7% -$212K 1.22% 24
2017
Q3 		$2.9M Buy
35,759
+8,057
+29% +$639K 2.8% 10
2017
Q2 		$2.17M Buy
27,702
+6,722
+32% +$524K 1.2% 24
2017
Q1 		$1.63M Buy
20,980
+9,420
+81% +$727K 0.95% 50
2016
Q4 		$876K Buy
11,560
+2,238
+24% +$164K 0.59% 56
2016
Q3 		$672K Buy
9,322
+804
+9% +$58.4K 0.52% 59
2016
Q2 		$609K Buy
+8,518
New +$595K 0.52% 60

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Darwin Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q2 2026, buying an estimated $313 and bringing the position to 726 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #176.

Darwin Wealth Management first reported a position in VYM in Q2 2016 and has held it in 36 quarters since. The position peaked at $2.9M in Q3 2017. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Darwin Wealth Management held 726 shares of Vanguard High Dividend Yield ETF worth $115K as of Q2 2026.
  • Darwin Wealth Management bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Darwin Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 36 quarters since.
  • Darwin Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.9M in Q3 2017.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.