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Disciplined Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Disciplined Investments’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 		$368K Hold
2,488
– – 0.13% 99
2025
Q4 		$357K Sell
2,488
-515
-17% -$73.2K 0.14% 99
2025
Q3 		$423K Buy
3,003
+3
+0.1% +$412 0.17% 89
2025
Q2 		$400K Buy
3,000
+3
+0.1% +$380 0.17% 93
2025
Q1 		$386K Buy
2,997
+4
+0.1% +$524 0.18% 93
2024
Q4 		$382K Buy
2,993
+3
+0.1% +$391 0.19% 93
2024
Q3 		$383K Buy
2,990
+4
+0.1% +$494 0.19% 89
2024
Q2 		$354K Buy
2,986
+4
+0.1% +$474 0.19% 92
2024
Q1 		$361K Sell
2,982
-182
-6% -$20.9K 0.2% 88
2023
Q4 		$353K Buy
3,164
+4
+0.1% +$420 0.21% 84
2023
Q3 		$326K Sell
3,160
-33
-1% -$3.54K 0.2% 92
2023
Q2 		$339K Buy
3,193
+42
+1% +$4.41K 0.18% 95
2023
Q1 		$332K Sell
3,151
-69
-2% -$7.42K 0.14% 108
2022
Q4 		$348K Sell
3,220
-345
-10% -$36.7K 0.17% 95
2022
Q3 		$338K Buy
3,565
+1
+0% +$104 0.16% 102
2022
Q2 		$362K Buy
3,564
+95
+3% +$10.3K 0.16% 99
2022
Q1 		$389K Sell
3,469
-76
-2% -$8.48K 0.16% 98
2021
Q4 		$397K Buy
3,545
+151
+4% +$16.4K 0.18% 92
2021
Q3 		$351K Buy
3,394
+384
+13% +$40.6K 0.17% 92
2021
Q2 		$315K Sell
3,010
-703
-19% -$73.8K 0.16% 98
2021
Q1 		$375K Sell
3,713
-188
-5% -$18.1K 0.22% 85
2020
Q4 		$357K Buy
3,901
+711
+22% +$61.8K 0.24% 75
2020
Q3 		$258K Buy
3,190
+1,807
+131% +$148K 0.19% 82
2020
Q2 		$109K Buy
1,383
+77
+6% +$5.99K 0.08% 116
2020
Q1 		$92K Buy
1,306
+591
+83% +$50.8K 0.09% 116
2019
Q4 		$67K Buy
+715
New +$64.8K 0.06% 144

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

Disciplined Investments's VYM Position: Q1 2026 in Review

Disciplined Investments held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,488 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #99.

Disciplined Investments first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $423K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Disciplined Investments held 2,488 shares of Vanguard High Dividend Yield ETF worth $368K as of Q1 2026.
  • Disciplined Investments left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.13% of Disciplined Investments's portfolio in Q1 2026, its #99 holding.
  • Disciplined Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's Vanguard High Dividend Yield ETF position peaked at $423K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.