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Equita Financial Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Equita Financial Network’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
2025
Q2 		– Sell
-2,455
Closed -$317K – 93
2025
Q1 		$317K Buy
2,455
+64
+3% +$8.38K 0.11% 68
2024
Q4 		$305K Hold
2,391
– – 0.11% 66
2024
Q3 		$307K Hold
2,391
– – 0.11% 67
2024
Q2 		$284K Hold
2,391
– – 0.12% 66
2024
Q1 		$289K Hold
2,391
– – 0.13% 61
2023
Q4 		$267K Buy
+2,391
New +$251K 0.14% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Equita Financial Network's VYM Position: Q2 2025 in Review

Equita Financial Network sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 2,455 shares — an estimated $317K sold.

Equita Financial Network first reported a position in VYM in Q4 2023 and held it in 6 quarters. The position peaked at $317K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Equita Financial Network reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Equita Financial Network sold 2,455 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $317K.
  • Equita Financial Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 6 quarters.
  • Equita Financial Network's Vanguard High Dividend Yield ETF position peaked at $317K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.