Empower Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Empower Advisory Group’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	$593K	Sell	4,007 -1,213	-23%	-$182K	﹤0.01%	300
2025 Q4	$749K	Buy	5,220 +1,111	+27%	+$158K	﹤0.01%	284
2025 Q3	$579K	Buy	4,109 +276	+7%	+$37.9K	﹤0.01%	317
2025 Q2	$511K	Sell	3,833 -654	-15%	-$82.9K	﹤0.01%	323
2025 Q1	$579K	Sell	4,487 -1,493	-25%	-$195K	﹤0.01%	301
2024 Q4	$763K	Buy	5,980 +1,311	+28%	+$171K	﹤0.01%	271
2024 Q3	$599K	Sell	4,669 -948	-17%	-$117K	﹤0.01%	291
2024 Q2	$666K	Buy	5,617 +442	+9%	+$52.4K	﹤0.01%	266
2024 Q1	$626K	Sell	5,175 -384	-7%	-$44K	﹤0.01%	277
2023 Q4	$621K	Buy	5,559 +1,814	+48%	+$191K	﹤0.01%	276
2023 Q3	$387K	Buy	3,745 +116	+3%	+$12.4K	﹤0.01%	330
2023 Q2	$385K	Buy	3,629 +229	+7%	+$24K	﹤0.01%	346
2023 Q1	$361K	Buy	+3,400	New	+$366K	﹤0.01%	351

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

Empower Advisory Group's VYM Position: Q1 2026 in Review

Empower Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q1 2026, selling an estimated $182K and leaving 4,007 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Empower Advisory Group first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $763K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Empower Advisory Group held 4,007 shares of Vanguard High Dividend Yield ETF worth $593K as of Q1 2026.
Empower Advisory Group sold 1,213 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $182K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #300 holding.
Empower Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Vanguard High Dividend Yield ETF position peaked at $763K in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.