Diversified Portfolios Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Diversified Portfolios Inc’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	$3.23M	Hold	21,823	–	–	0.27%	54
2025 Q4	$3.13M	Sell	21,823 -105	-0.5%	-$14.9K	0.26%	57
2025 Q3	$3.09M	Hold	21,928	–	–	0.27%	54
2025 Q2	$2.92M	Buy	21,928 +103	+0.5%	+$13K	0.28%	55
2025 Q1	$2.81M	Buy	21,825 +229	+1%	+$30K	0.3%	53
2024 Q4	$2.76M	Hold	21,596	–	–	0.3%	54
2024 Q3	$2.77M	Hold	21,596	–	–	0.31%	53
2024 Q2	$2.56M	Hold	21,596	–	–	0.34%	49
2024 Q1	$2.61M	Buy	21,596 +145	+0.7%	+$16.6K	0.37%	47
2023 Q4	$2.39M	Buy	21,451 +80	+0.4%	+$8.41K	0.38%	44
2023 Q3	$2.21M	Hold	21,371	–	–	0.42%	42
2023 Q2	$2.27M	Sell	21,371 -198	-0.9%	-$20.8K	0.45%	41
2023 Q1	$2.28M	Buy	21,569 +10,198	+90%	+$1.1M	0.51%	34
2022 Q4	$1.23M	Buy	11,371 +9,200	+424%	+$979K	0.28%	47
2022 Q3	$206K	Hold	2,171	–	–	0.06%	129
2022 Q2	$221K	Buy	2,171 +60	+3%	+$6.5K	0.06%	122
2022 Q1	$237K	Sell	2,111 -19	-0.9%	-$2.12K	0.06%	125
2021 Q4	$239K	Sell	2,130 -26	-1%	-$2.83K	0.06%	117
2021 Q3	$223K	Buy	2,156 +26	+1%	+$2.75K	0.06%	111
2021 Q2	$223K	Hold	2,130	–	–	0.08%	100
2021 Q1	$215K	Buy	+2,130	New	+$205K	0.07%	94
2020 Q1	–	Sell	-2,822	Closed	-$264K	–	67
2019 Q4	$264K	Sell	2,822 -342	-11%	-$31K	0.13%	50
2019 Q3	$281K	Hold	3,164	–	–	0.14%	45
2019 Q2	$276K	Hold	3,164	–	–	0.15%	40
2019 Q1	$271K	Hold	3,164	–	–	0.15%	46
2018 Q4	$247K	Hold	3,164	–	–	0.15%	43
2018 Q3	$276K	Hold	3,164	–	–	0.15%	40
2018 Q2	$263K	Hold	3,164	–	–	0.15%	40
2018 Q1	$261K	Hold	3,164	–	–	0.15%	43
2017 Q4	$271K	Hold	3,164	–	–	0.15%	44
2017 Q3	$257K	Hold	3,164	–	–	0.15%	46
2017 Q2	$247K	Hold	3,164	–	–	0.15%	41
2017 Q1	$246K	Hold	3,164	–	–	0.15%	41
2016 Q4	$240K	Buy	+3,164	New	+$232K	0.15%	40
2016 Q3	–	Sell	-4,250	Closed	-$304K	–	54
2016 Q2	$304K	Hold	4,250	–	–	0.19%	35
2016 Q1	$293K	Hold	4,250	–	–	0.18%	33
2015 Q4	$284K	Sell	4,250 -1,587	-27%	-$106K	0.18%	33
2015 Q3	$366K	Buy	5,837 +1,587	+37%	+$104K	0.24%	31
2015 Q2	$288K	Hold	4,250	–	–	0.18%	38
2015 Q1	$290K	Sell	4,250 -5,000	-54%	-$344K	0.18%	39
2014 Q4	$636K	Buy	+9,250	New	+$628K	0.38%	29

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

Diversified Portfolios Inc's VYM Position: Q1 2026 in Review

Diversified Portfolios Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 21,823 shares worth $3.23M. The position accounts for 0.27% of the portfolio, ranked #54.

Diversified Portfolios Inc first reported a position in VYM in Q4 2014 and has held it in 41 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Diversified Portfolios Inc held 21,823 shares of Vanguard High Dividend Yield ETF worth $3.23M as of Q1 2026.
Diversified Portfolios Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.27% of Diversified Portfolios Inc's portfolio in Q1 2026, its #54 holding.
Diversified Portfolios Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 41 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.