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

Dougherty Wealth Advisers’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	$1.29M	Sell	8,709 -2,177	-20%	-$327K	0.82%	14
2025 Q4	$1.56M	Sell	10,886 -1,920	-15%	-$273K	0.88%	13
2025 Q3	$1.81M	Hold	12,806	–	–	1.16%	13
2025 Q2	$1.71M	Sell	12,806 -3,201	-20%	-$406K	1.13%	14
2025 Q1	$2.06M	Sell	16,007 -16,808	-51%	-$2.2M	1.53%	12
2024 Q4	$4.19M	Buy	32,815 +16,808	+105%	+$2.19M	3.25%	7
2024 Q3	$2.05M	Hold	16,007	–	–	1.63%	10
2024 Q2	$1.9M	Hold	16,007	–	–	1.66%	10
2024 Q1	$1.94M	Hold	16,007	–	–	1.71%	10
2023 Q4	$1.79M	Sell	16,007 -8,252	-34%	-$867K	1.64%	12
2023 Q3	$2.51M	Hold	24,259	–	–	2.9%	7
2023 Q2	$2.57M	Hold	24,259	–	–	3.53%	7
2023 Q1	$2.56M	Hold	24,259	–	–	3.87%	6
2022 Q4	$2.63M	Buy	+24,259	New	+$2.58M	4.31%	5
2021 Q2	–	Sell	-11	Closed	-$1K	–	140
2021 Q1	$1K	Buy	+11	New	+$1.06K	﹤0.01%	131
2019 Q3	–	Sell	-56	Closed	-$5K	–	219
2019 Q2	$5K	Hold	56	–	–	0.01%	221
2019 Q1	$5K	Hold	56	–	–	0.02%	185
2018 Q4	$5K	Buy	+56	New	+$4.67K	0.02%	197

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

Dougherty Wealth Advisers's VYM Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q1 2026, selling an estimated $327K and leaving 8,709 shares worth $1.29M. The position accounts for 0.82% of the portfolio, ranked #14.

Dougherty Wealth Advisers first reported a position in VYM in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.19M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Dougherty Wealth Advisers held 8,709 shares of Vanguard High Dividend Yield ETF worth $1.29M as of Q1 2026.
Dougherty Wealth Advisers sold 2,177 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $327K.
Vanguard High Dividend Yield ETF made up 0.82% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #14 holding.
Dougherty Wealth Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 18 quarters since.
Dougherty Wealth Advisers's Vanguard High Dividend Yield ETF position peaked at $4.19M in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.