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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elevatus Welath Management's VYM Position: Q1 2026 in Review

Elevatus Welath Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q1 2026, buying an estimated $60.3K and bringing the position to 6,878 shares worth $1.02M. The position accounts for 0.53% of the portfolio, ranked #46.

Elevatus Welath Management first reported a position in VYM in Q3 2023 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Elevatus Welath Management held 6,878 shares of Vanguard High Dividend Yield ETF worth $1.02M as of Q1 2026.
Elevatus Welath Management bought 401 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $60.3K.
Vanguard High Dividend Yield ETF made up 0.53% of Elevatus Welath Management's portfolio in Q1 2026, its #46 holding.
Elevatus Welath Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 5 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.