Ellevest Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ellevest Inc’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	$232K	Buy	+1,963	New	+$307K	0.03%	420
2023 Q2	–	Sell	-524	Closed	-$55.3K	–	1607
2023 Q1	$55.3K	Sell	524 -438	-46%	-$47.1K	﹤0.01%	581
2022 Q4	$104K	Buy	962 +313	+48%	+$33.3K	0.01%	425
2022 Q3	$62K	Hold	649	–	–	0.01%	525
2022 Q2	$66K	Sell	649 -676	-51%	-$73.3K	0.01%	497
2022 Q1	$149K	Buy	1,325 +600	+83%	+$66.9K	0.01%	355
2021 Q4	$81K	Hold	725	–	–	0.01%	425
2021 Q3	$75K	Sell	725 -1,886	-72%	-$199K	0.01%	413
2021 Q2	$274K	Buy	2,611 +2,486	+1,989%	+$261K	0.03%	187
2021 Q1	$13K	Buy	+125	New	+$12.1K	﹤0.01%	745
2020 Q1	–	Sell	-399	Closed	-$34.3K	–	1315
2019 Q4	$37K	Buy	+399	New	+$36.2K	0.01%	265

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

Ellevest Inc's VYM Position: Q2 2026 in Review

Ellevest Inc opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,963 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #420 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in VYM as recently as Q1 2023.

Ellevest Inc first reported a position in VYM in Q4 2019 and has held it in 11 quarters since. The position peaked at $274K in Q2 2021. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Ellevest Inc held 1,963 shares of Vanguard High Dividend Yield ETF worth $232K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Ellevest Inc position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #420 holding.
Ellevest Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 11 quarters since.
Ellevest Inc's Vanguard High Dividend Yield ETF position peaked at $274K in Q2 2021.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.