Downshift Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Downshift Financial’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	$79.5K	Buy	+503	New	+$78.6K	0.04%	129

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 22.96% 1-Year Est. Return

Downshift Financial's VYM Position: Q2 2026 in Review

Downshift Financial opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 503 shares worth $79.5K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings.

2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Downshift Financial held 503 shares of Vanguard High Dividend Yield ETF worth $79.5K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Downshift Financial position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Downshift Financial's portfolio in Q2 2026, its #129 holding.
2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.