DWP
VYM icon

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

Destiny 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 		$7.24M Sell
48,896
-4
-0% -$601 0.79% 41
2025
Q4 		$7.26M Buy
48,900
+25
+0.1% +$3.56K 0.83% 39
2025
Q3 		$6.89M Sell
48,875
-329
-0.7% -$45.2K 0.84% 38
2025
Q2 		$6.56M Sell
49,204
-635
-1% -$80.4K 0.88% 41
2025
Q1 		$6.43M Sell
49,839
-1,475
-3% -$193K 1.02% 32
2024
Q4 		$6.55M Sell
51,314
-870
-2% -$113K 1.07% 34
2024
Q3 		$6.69M Sell
52,184
-1,295
-2% -$160K 1.17% 29
2024
Q2 		$6.34M Sell
53,479
-96,868
-64% -$11.5M 1.14% 31
2024
Q1 		$18.2M Sell
150,347
-10,098
-6% -$1.16M 3.26% 5
2023
Q4 		$17.9M Buy
160,445
+7,314
+5% +$769K 3.36% 5
2023
Q3 		$15.8M Buy
153,131
+7,444
+5% +$799K 3.19% 4
2023
Q2 		$16M Sell
145,687
-15,851
-10% -$1.66M 3.06% 6
2023
Q1 		$17M Buy
161,538
+11,056
+7% +$1.19M 3.53% 4
2022
Q4 		$16.3M Buy
150,482
+93,016
+162% +$9.9M 3.52% 2
2022
Q3 		$5.45M Sell
57,466
-53
-0.1% -$5.51K 1.22% 28
2022
Q2 		$5.85M Sell
57,519
-63
-0.1% -$6.83K 1.29% 28
2022
Q1 		$6.46M Buy
57,582
+34
+0.1% +$3.79K 1.26% 27
2021
Q4 		$6.45M Sell
57,548
-1,073
-2% -$117K 1.24% 31
2021
Q3 		$6.06M Sell
58,621
-89
-0.2% -$9.41K 1.22% 30
2021
Q2 		$6.15M Sell
58,710
-974
-2% -$102K 1.18% 28
2021
Q1 		$6.03M Sell
59,684
-227
-0.4% -$21.9K 1.26% 27
2020
Q4 		$5.48M Buy
+59,911
New +$5.2M 1.14% 28

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Destiny Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.01% in Q1 2026, selling an estimated $601 and leaving 48,896 shares worth $7.24M. The position accounts for 0.79% of the portfolio, ranked #41.

Destiny Wealth Partners first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.2M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Destiny Wealth Partners held 48,896 shares of Vanguard High Dividend Yield ETF worth $7.24M as of Q1 2026.
  • Destiny Wealth Partners sold 4 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $601.
  • Vanguard High Dividend Yield ETF made up 0.79% of Destiny Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Destiny Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $18.2M in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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