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

Dodds Wealth’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 		$3.99M Sell
25,267
-67
-0.3% -$10.5K 0.9% 15
2026
Q1 		$3.75M Sell
25,334
-1,452
-5% -$218K 0.92% 15
2025
Q4 		$3.84M Sell
26,786
-3,929
-13% -$559K 0.94% 15
2025
Q3 		$4.33M Sell
30,715
-48
-0.2% -$6.6K 1.07% 14
2025
Q2 		$4.1M Sell
30,763
-580
-2% -$73.5K 1.1% 14
2025
Q1 		$4.04M Sell
31,343
-16,621
-35% -$2.18M 1.32% 15
2024
Q4 		$6.33M Sell
47,964
-719
-1% -$93.8K 2.04% 11
2024
Q3 		$6.27M Sell
48,683
-3,439
-7% -$425K 2.09% 11
2024
Q2 		$6.19M Sell
52,122
-1,101
-2% -$131K 2.42% 9
2024
Q1 		$6.44M Buy
53,223
+3,814
+8% +$437K 2.62% 8
2023
Q4 		$5.52M Buy
+49,409
New +$5.19M 2.83% 8

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dodds Wealth's VYM Position: Q2 2026 in Review

Dodds Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.26% in Q2 2026, selling an estimated $10.5K and leaving 25,267 shares worth $3.99M. The position accounts for 0.9% of the portfolio, ranked #15.

Dodds Wealth first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.44M in Q1 2024. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Dodds Wealth held 25,267 shares of Vanguard High Dividend Yield ETF worth $3.99M as of Q2 2026.
  • Dodds Wealth sold 67 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard High Dividend Yield ETF made up 0.9% of Dodds Wealth's portfolio in Q2 2026, its #15 holding.
  • Dodds Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Dodds Wealth's Vanguard High Dividend Yield ETF position peaked at $6.44M in Q1 2024.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.