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EP Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

EP Wealth Advisors’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 		$25.5M Buy
161,531
+53,235
+49% +$8.32M 0.1% 148
2026
Q1 		$16M Sell
108,296
-9,275
-8% -$1.39M 0.08% 163
2025
Q4 		$16.9M Buy
+117,571
New +$16.7M 0.09% 147
2025
Q2 		$13.3M Buy
99,601
+15,343
+18% +$1.94M 0.09% 158
2025
Q1 		$10.9M Buy
84,258
+16,628
+25% +$2.18M 0.09% 144
2024
Q4 		$8.63M Buy
67,630
+2,073
+3% +$270K 0.07% 159
2024
Q3 		$8.4M Buy
65,557
+7,884
+14% +$973K 0.07% 166
2024
Q2 		$6.84M Sell
57,673
-5,125
-8% -$608K 0.07% 150
2024
Q1 		$7.6M Buy
62,798
+1,878
+3% +$215K 0.09% 128
2023
Q4 		$6.8M Buy
60,920
+41,074
+207% +$4.32M 0.09% 134
2023
Q3 		$2.05M Sell
19,846
-33,511
-63% -$3.6M 0.03% 236
2023
Q2 		$2.14M Sell
53,357
-19,273
-27% -$2.02M 0.03% 226
2023
Q1 		$4.01M Buy
72,630
+49,989
+221% +$5.38M 0.07% 157
2022
Q4 		$2.45M Sell
22,641
-1,314
-5% -$140K 0.04% 202
2022
Q3 		$2.27M Buy
23,955
+7,732
+48% +$804K 0.05% 182
2022
Q2 		$1.65M Buy
16,223
+554
+4% +$60K 0.04% 212
2022
Q1 		$1.76M Buy
15,669
+2,979
+23% +$332K 0.04% 211
2021
Q4 		$1.42M Buy
12,690
+600
+5% +$65.3K 0.03% 218
2021
Q3 		$1.25M Buy
12,090
+374
+3% +$39.5K 0.03% 215
2021
Q2 		$1.23M Sell
11,716
-2,586
-18% -$272K 0.03% 227
2021
Q1 		$1.45M Buy
14,302
+6,576
+85% +$634K 0.05% 198
2020
Q4 		$707K Buy
7,726
+157
+2% +$13.6K 0.02% 219
2020
Q3 		$613K Buy
+7,569
New +$620K 0.03% 210
2020
Q2 		– Sell
-9,813
Closed -$763K – 219
2020
Q1 		$694K Buy
9,813
+1,992
+25% +$171K 0.03% 219
2019
Q4 		$733K Buy
+7,821
New +$709K 0.03% 227

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's VYM Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 49% in Q2 2026, buying an estimated $8.32M and bringing the position to 161,531 shares worth $25.5M. The position accounts for 0.1% of the portfolio, ranked #148.

EP Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 25 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • EP Wealth Advisors held 161,531 shares of Vanguard High Dividend Yield ETF worth $25.5M as of Q2 2026.
  • EP Wealth Advisors bought 53,235 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.32M.
  • Vanguard High Dividend Yield ETF made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • EP Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.