Envestnet Portfolio Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Envestnet Portfolio Solutions’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	$7.34M	Buy	46,440 +2,849	+7%	+$445K	0.04%	262
2026 Q1	$6.46M	Sell	43,591 -36,436	-46%	-$5.48M	0.04%	250
2025 Q4	$11.5M	Buy	80,027 +10,146	+15%	+$1.44M	0.04%	219
2025 Q3	$9.85M	Sell	69,881 -15,688	-18%	-$2.16M	0.04%	234
2025 Q2	$11.4M	Sell	85,569 -11,139	-12%	-$1.41M	0.04%	207
2025 Q1	$12.5M	Sell	96,708 -55,731	-37%	-$7.3M	0.05%	190
2024 Q4	$19.4M	Sell	152,439 -14,502	-9%	-$1.89M	0.06%	139
2024 Q3	$21.4M	Buy	166,941 +2,591	+2%	+$320K	0.07%	136
2024 Q2	$19.5M	Buy	164,350 +5,192	+3%	+$616K	0.07%	136
2024 Q1	$19.3M	Sell	159,158 -98,722	-38%	-$11.3M	0.07%	136
2023 Q4	$28.8M	Buy	257,880 +8,054	+3%	+$846K	0.12%	98
2023 Q3	$25.8M	Buy	+249,826	New	+$26.8M	0.12%	96

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

Envestnet Portfolio Solutions's VYM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.5% in Q2 2026, buying an estimated $445K and bringing the position to 46,440 shares worth $7.34M. The position accounts for 0.04% of the portfolio, ranked #262.

Envestnet Portfolio Solutions first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.8M in Q4 2023. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Envestnet Portfolio Solutions held 46,440 shares of Vanguard High Dividend Yield ETF worth $7.34M as of Q2 2026.
Envestnet Portfolio Solutions bought 2,849 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $445K.
Vanguard High Dividend Yield ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #262 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard High Dividend Yield ETF position peaked at $28.8M in Q4 2023.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.