Edgestream Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Edgestream Partners’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	$1.05M	Buy	6,661 +4,458	+202%	+$697K	0.03%	664
2026 Q1	$326K	Buy	2,203 +293	+15%	+$44.1K	0.01%	789
2025 Q4	$274K	Buy	+1,910	New	+$272K	0.01%	896
2025 Q2	–	Sell	-1,689	Closed	-$218K	–	1082
2025 Q1	$218K	Buy	+1,689	New	+$221K	0.01%	800
2024 Q4	–	Sell	-2,142	Closed	-$275K	–	1113
2024 Q3	$275K	Buy	2,142 +157	+8%	+$19.4K	0.01%	780
2024 Q2	$235K	Buy	+1,985	New	+$235K	0.01%	784
2024 Q1	–	Sell	-1,951	Closed	-$218K	–	1036
2023 Q4	$218K	Buy	+1,951	New	+$205K	0.02%	777

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

Edgestream Partners's VYM Position: Q2 2026 in Review

Edgestream Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 202% in Q2 2026, buying an estimated $697K and bringing the position to 6,661 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #664.

Edgestream Partners first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Edgestream Partners held 6,661 shares of Vanguard High Dividend Yield ETF worth $1.05M as of Q2 2026.
Edgestream Partners bought 4,458 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $697K.
Vanguard High Dividend Yield ETF made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #664 holding.
Edgestream Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.