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

David 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
2025
Q2 		$335K Buy
2,511
+2
+0.1% +$253 0.25% 37
2025
Q1 		$324K Buy
2,509
+2
+0.1% +$262 0.27% 34
2024
Q4 		$320K Buy
+2,507
New +$327K 0.26% 33

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Wealth Management's VYM Position: Q2 2025 in Review

David Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q2 2025, buying an estimated $253 and bringing the position to 2,511 shares worth $335K. The position accounts for 0.25% of the portfolio, ranked #37.

David Wealth Management first reported a position in VYM in Q4 2024 and has held it in 3 quarters since. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • David Wealth Management held 2,511 shares of Vanguard High Dividend Yield ETF worth $335K as of Q2 2025.
  • David Wealth Management bought 2 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $253.
  • Vanguard High Dividend Yield ETF made up 0.25% of David Wealth Management's portfolio in Q2 2025, its #37 holding.
  • David Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.