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

Daymark 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 Q1	$3.05M	Sell	20,624 -905	-4%	-$136K	0.1%	165
2025 Q4	$3.09M	Buy	21,529 +90	+0.4%	+$12.8K	0.1%	158
2025 Q3	$3.02M	Sell	21,439 -295	-1%	-$40.5K	0.1%	158
2025 Q2	$2.9M	Sell	21,734 -4,140	-16%	-$524K	0.11%	152
2025 Q1	$3.34M	Sell	25,874 -1,614	-6%	-$211K	0.14%	121
2024 Q4	$3.51M	Sell	27,488 -844	-3%	-$110K	0.15%	115
2024 Q3	$3.63M	Sell	28,332 -3,118	-10%	-$385K	0.15%	119
2024 Q2	$3.73M	Buy	31,450 +28,339	+911%	+$3.36M	0.17%	110
2024 Q1	$376K	Buy	3,111 +5	+0.2%	+$573	0.02%	306
2023 Q4	$347K	Buy	3,106 +10	+0.3%	+$1.05K	0.02%	298
2023 Q3	$320K	Buy	3,096 +67	+2%	+$7.19K	0.02%	294
2023 Q2	$321K	Sell	3,029 -24	-0.8%	-$2.52K	0.02%	291
2023 Q1	$322K	Buy	+3,053	New	+$328K	0.04%	234

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

Daymark Wealth Partners's VYM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q1 2026, selling an estimated $136K and leaving 20,624 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #165.

Daymark Wealth Partners first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.73M in Q2 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Daymark Wealth Partners held 20,624 shares of Vanguard High Dividend Yield ETF worth $3.05M as of Q1 2026.
Daymark Wealth Partners sold 905 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $136K.
Vanguard High Dividend Yield ETF made up 0.1% of Daymark Wealth Partners's portfolio in Q1 2026, its #165 holding.
Daymark Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $3.73M in Q2 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.