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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edgestream Partners's VYM Position: Q1 2026 in Review

Edgestream Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2026, buying an estimated $44.1K and bringing the position to 2,203 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #789.

Edgestream Partners first reported a position in VYM in Q4 2023 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Edgestream Partners held 2,203 shares of Vanguard High Dividend Yield ETF worth $326K as of Q1 2026.
  • Edgestream Partners bought 293 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $44.1K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #789 holding.
  • Edgestream Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.