Edmond de Rothschild Holding’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Edmond de Rothschild Holding’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	$156K	Buy	+990	New	+$155K	﹤0.01%	455
2017 Q3	–	Sell	-2,000	Closed	-$156K	–	858
2017 Q2	$156K	Sell	2,000 -490	-20%	-$38.2K	﹤0.01%	509
2017 Q1	$193K	Sell	2,490 -275	-10%	-$21.2K	0.01%	493
2016 Q4	$210K	Sell	2,765 -475	-15%	-$34.9K	0.01%	485
2016 Q3	$234K	Buy	3,240 +1,645	+103%	+$120K	0.01%	495
2016 Q2	$114K	Buy	1,595 +550	+53%	+$38.4K	﹤0.01%	550
2016 Q1	$72K	Sell	1,045 -4,808	-82%	-$315K	﹤0.01%	593
2015 Q4	$391K	Sell	5,853 -1,000	-15%	-$67.1K	0.01%	404
2015 Q3	$429K	Sell	6,853 -2,880	-30%	-$190K	0.01%	365
2015 Q2	$655K	Buy	+9,733	New	+$675K	0.01%	348

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 22.9% 1-Year Est. Return

Edmond de Rothschild Holding's VYM Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 990 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in VYM as recently as Q2 2017.

Edmond de Rothschild Holding first reported a position in VYM in Q2 2015 and has held it in 10 quarters since. The position peaked at $655K in Q2 2015. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Edmond de Rothschild Holding held 990 shares of Vanguard High Dividend Yield ETF worth $156K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Edmond de Rothschild Holding position in Q2 2026.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #455 holding.
Edmond de Rothschild Holding first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 10 quarters since.
Edmond de Rothschild Holding's Vanguard High Dividend Yield ETF position peaked at $655K in Q2 2015.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.