Delap Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Delap Wealth Advisory’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	$745K	Hold	5,031	–	–	0.28%	39
2025 Q4	$722K	Hold	5,031	–	–	0.28%	43
2025 Q3	$710K	Buy	+5,031	New	+$691K	0.3%	38
2025 Q2	–	Sell	-2,076	Closed	-$268K	–	88
2025 Q1	$268K	Buy	+2,076	New	+$272K	0.15%	68
2024 Q1	–	Sell	-1,890	Closed	-$211K	–	273
2023 Q4	$211K	Buy	+1,890	New	+$199K	0.1%	90

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

Delap Wealth Advisory's VYM Position: Q1 2026 in Review

Delap Wealth Advisory held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 5,031 shares worth $745K. The position accounts for 0.28% of the portfolio, ranked #39.

Delap Wealth Advisory first reported a position in VYM in Q4 2023 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Delap Wealth Advisory held 5,031 shares of Vanguard High Dividend Yield ETF worth $745K as of Q1 2026.
Delap Wealth Advisory left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.28% of Delap Wealth Advisory's portfolio in Q1 2026, its #39 holding.
Delap Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 5 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.