Elmwood Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Elmwood Wealth 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	$331K	Buy	2,093 +122	+6%	+$19.1K	0.08%	157
2026 Q1	$292K	Hold	1,971	–	–	0.08%	156
2025 Q4	$283K	Buy	+1,971	New	+$280K	0.09%	148
2022 Q1	–	Sell	-300	Closed	-$34K	–	330
2021 Q4	$34K	Buy	+300	New	+$32.6K	0.02%	215
2021 Q2	$42K	Hold	400	–	–	0.02%	176
2021 Q1	$40K	Buy	+400	New	+$38.6K	0.02%	175
2020 Q3	$45K	Hold	570	–	–	0.04%	135
2020 Q2	$45K	Buy	+570	New	+$44.3K	0.04%	135
2019 Q4	–	Sell	-50	Closed	-$4K	–	245
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	227
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	249
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	244
2018 Q4	$4K	Sell	50 -9	-15%	-$751	﹤0.01%	251
2018 Q3	$5.14K	Hold	59	–	–	﹤0.01%	232
2018 Q2	$4.9K	Buy	+59	New	+$4.94K	﹤0.01%	227

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

Elmwood Wealth Management's VYM Position: Q2 2026 in Review

Elmwood Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,093 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #157.

Elmwood Wealth Management first reported a position in VYM in Q2 2018 and has held it in 14 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Elmwood Wealth Management held 2,093 shares of Vanguard High Dividend Yield ETF worth $331K as of Q2 2026.
Elmwood Wealth Management bought 122 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $19.1K.
Vanguard High Dividend Yield ETF made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #157 holding.
Elmwood Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 14 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.