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

Destination 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	$758K	Sell	4,798 -595	-11%	-$93K	0.02%	183
2026 Q1	$799K	Buy	5,393 +288	+6%	+$43.3K	0.02%	161
2025 Q4	$733K	Sell	5,105 -1,680	-25%	-$239K	0.02%	161
2025 Q3	$956K	Buy	6,785 +2,087	+44%	+$287K	0.03%	137
2025 Q2	$626K	Sell	4,698 -321	-6%	-$40.7K	0.02%	157
2025 Q1	$647K	Sell	5,019 -4	-0.1%	-$524	0.02%	144
2024 Q4	$641K	Buy	5,023 +1,622	+48%	+$211K	0.02%	140
2024 Q3	$436K	Sell	3,401 -150	-4%	-$18.5K	0.01%	170
2024 Q2	$421K	Buy	3,551 +902	+34%	+$107K	0.01%	155
2024 Q1	$321K	Hold	2,649	–	–	0.01%	168
2023 Q4	$296K	Hold	2,649	–	–	0.01%	172
2023 Q3	$274K	Buy	2,649 +557	+27%	+$59.8K	0.01%	171
2023 Q2	$222K	Hold	2,092	–	–	0.01%	188
2023 Q1	$221K	Sell	2,092 -96	-4%	-$10.3K	0.01%	193
2022 Q4	$237K	Buy	+2,188	New	+$233K	0.01%	182
2020 Q2	–	Sell	-5,001	Closed	-$354K	–	166
2020 Q1	$354K	Sell	5,001 -957	-16%	-$82.2K	0.02%	134
2019 Q4	$558K	Buy	+5,958	New	+$540K	0.03%	113
2019 Q3	–	Sell	-346	Closed	-$30K	–	504
2019 Q2	$30K	Hold	346	–	–	﹤0.01%	341
2019 Q1	$30K	Sell	346 -857	-71%	-$71.6K	﹤0.01%	346
2018 Q4	$94K	Buy	+1,203	New	+$100K	0.01%	187

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

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

Destination Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $93K and leaving 4,798 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #183.

Destination Wealth Management first reported a position in VYM in Q4 2018 and has held it in 20 quarters since. The position peaked at $956K in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Destination Wealth Management held 4,798 shares of Vanguard High Dividend Yield ETF worth $758K as of Q2 2026.
Destination Wealth Management sold 595 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $93K.
Vanguard High Dividend Yield ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #183 holding.
Destination Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 20 quarters since.
Destination Wealth Management's Vanguard High Dividend Yield ETF position peaked at $956K in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.