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

EPG 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
Q1 		$11.3M Buy
75,998
+909
+1% +$137K 3.05% 4
2025
Q4 		$10.8M Buy
75,089
+1,497
+2% +$213K 2.9% 4
2025
Q3 		$10.4M Sell
73,592
-2,211
-3% -$304K 2.86% 4
2025
Q2 		$10.1M Sell
75,803
-4,594
-6% -$582K 3.03% 5
2025
Q1 		$10.4M Sell
80,397
-112
-0.1% -$14.7K 2.89% 3
2024
Q4 		$10.3M Sell
80,509
-10,715
-12% -$1.4M 2.71% 4
2024
Q3 		$11.7M Buy
+91,224
New +$11.3M 2.95% 4
2024
Q2 		– Sell
-141,664
Closed -$16.8M – 3
2024
Q1 		$17.1M Buy
141,664
+564
+0.4% +$64.6K 4.2% 2
2023
Q4 		$15.8M Sell
141,100
-4,835
-3% -$508K 4.16% 3
2023
Q3 		$15.1M Sell
145,935
-204
-0.1% -$21.9K 4.55% 3
2023
Q2 		$15.5M Sell
146,139
-4,107
-3% -$431K 4.59% 3
2023
Q1 		$15.9M Sell
150,246
-548
-0.4% -$58.9K 5% 1
2022
Q4 		$16.3M Buy
150,794
+1,415
+0.9% +$151K 6.21% 1
2022
Q3 		$14.2M Buy
149,379
+3,366
+2% +$350K 5.82% 1
2022
Q2 		$14.8M Buy
146,013
+1,961
+1% +$213K 6.34% 2
2022
Q1 		$16.2M Buy
144,052
+7,232
+5% +$807K 5.6% 3
2021
Q4 		$15.3M Buy
136,820
+3,529
+3% +$384K 5.39% 3
2021
Q3 		$13.8M Buy
133,291
+2,618
+2% +$277K 5.53% 2
2021
Q2 		$13.7M Buy
130,673
+2,745
+2% +$288K 5.81% 2
2021
Q1 		$12.9M Buy
127,928
+6,502
+5% +$627K 6.29% 2
2020
Q4 		$11.1M Buy
121,426
+2,218
+2% +$193K 6.67% 2
2020
Q3 		$9.65M Buy
119,208
+8,571
+8% +$702K 7.13% 2
2020
Q2 		$8.72M Buy
110,637
+3,585
+3% +$279K 6.18% 2
2020
Q1 		$7.57M Sell
107,052
-1,772
-2% -$152K 5.56% 2
2019
Q4 		$10.2M Buy
+108,824
New +$9.87M 7.47% 1

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPG Wealth Management's VYM Position: Q1 2026 in Review

EPG Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q1 2026, buying an estimated $137K and bringing the position to 75,998 shares worth $11.3M. The position accounts for 3.05% of the portfolio, ranked #4.

EPG Wealth Management first reported a position in VYM in Q4 2019 and has held it in 25 quarters since. The position peaked at $17.1M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • EPG Wealth Management held 75,998 shares of Vanguard High Dividend Yield ETF worth $11.3M as of Q1 2026.
  • EPG Wealth Management bought 909 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $137K.
  • Vanguard High Dividend Yield ETF made up 3.05% of EPG Wealth Management's portfolio in Q1 2026, its #4 holding.
  • EPG Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Vanguard High Dividend Yield ETF position peaked at $17.1M in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.