Elevatus Welath Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Elevatus Welath Management’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	$1.58M	Buy	10,010 +3,132	+46%	+$489K	0.38%	63
2026 Q1	$1.02M	Buy	6,878 +401	+6%	+$60.3K	0.53%	46
2025 Q4	$930K	Buy	6,477 +4,663	+257%	+$663K	0.25%	70
2025 Q3	$256K	Buy	+1,814	New	+$249K	0.07%	110
2025 Q2	–	Sell	-3,801	Closed	-$490K	–	134
2025 Q1	$490K	Buy	+3,801	New	+$498K	0.28%	52
2023 Q4	–	Sell	-3,282	Closed	-$339K	–	107
2023 Q3	$339K	Buy	+3,282	New	+$352K	0.31%	47

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

Elevatus Welath Management's VYM Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 46% in Q2 2026, buying an estimated $489K and bringing the position to 10,010 shares worth $1.58M. The position accounts for 0.38% of the portfolio, ranked #63.

Elevatus Welath Management first reported a position in VYM in Q3 2023 and has held it in 6 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Elevatus Welath Management held 10,010 shares of Vanguard High Dividend Yield ETF worth $1.58M as of Q2 2026.
Elevatus Welath Management bought 3,132 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $489K.
Vanguard High Dividend Yield ETF made up 0.38% of Elevatus Welath Management's portfolio in Q2 2026, its #63 holding.
Elevatus Welath Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 6 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.