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

Diversify 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	$6.09M	Sell	37,453 -1,513	-4%	-$236K	0.1%	193
2026 Q1	$6.02M	Buy	38,966 +7,669	+25%	+$1.15M	0.11%	187
2025 Q4	$4.62M	Buy	31,297 +13,721	+78%	+$1.95M	0.22%	125
2025 Q3	$2.46M	Sell	17,576 -110	-0.6%	-$15.1K	0.14%	164
2025 Q2	$2.42M	Buy	17,686 +486	+3%	+$61.6K	0.15%	161
2025 Q1	$2.14M	Buy	17,200 +1,118	+7%	+$146K	0.16%	162
2024 Q4	$2.03M	Buy	16,082 +248	+2%	+$32.3K	0.16%	155
2024 Q3	$2.05M	Buy	15,834 +13,834	+692%	+$1.71M	0.2%	131
2024 Q2	$236K	Buy	+2,000	New	+$237K	0.03%	394

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 22.9% 1-Year Est. Return

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

Diversify Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q2 2026, selling an estimated $236K and leaving 37,453 shares worth $6.09M. The position accounts for 0.1% of the portfolio, ranked #193.

Diversify Wealth Management first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Diversify Wealth Management held 37,453 shares of Vanguard High Dividend Yield ETF worth $6.09M as of Q2 2026.
Diversify Wealth Management sold 1,513 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $236K.
Vanguard High Dividend Yield ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #193 holding.
Diversify Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.