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 Q2	$785K	Sell	4,969 -62	-1%	-$9.69K	0.27%	44
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Delap Wealth Advisory's VYM Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $9.69K and leaving 4,969 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #44.

Delap Wealth Advisory first reported a position in VYM in Q4 2023 and has held it in 6 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Delap Wealth Advisory held 4,969 shares of Vanguard High Dividend Yield ETF worth $785K as of Q2 2026.
Delap Wealth Advisory sold 62 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.69K.
Vanguard High Dividend Yield ETF made up 0.27% of Delap Wealth Advisory's portfolio in Q2 2026, its #44 holding.
Delap Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.