Evergreen Wealth Management
VYM icon

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

Evergreen 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
Q3 		$11.2M Sell
72,466
-144
-0.2% -$23.4K 4.39% 2
2026
Q2 		$11.5M Buy
72,610
+1,430
+2% +$223K 5.38% 2
2026
Q1 		$10.5M Buy
71,180
+336
+0.5% +$50.5K 5.44% 3
2025
Q4 		$10.2M Buy
70,844
+1,022
+1% +$145K 5.12% 4
2025
Q3 		$9.8M Buy
69,822
+258
+0.4% +$35.5K 5.16% 4
2025
Q2 		$9.27M Buy
69,564
+2,257
+3% +$286K 5.2% 3
2025
Q1 		$8.68M Sell
67,307
-87
-0.1% -$11.4K 5.18% 3
2024
Q4 		$8.6M Sell
67,394
-352
-0.5% -$45.9K 5.08% 3
2024
Q3 		$8.69M Buy
67,746
+1,285
+2% +$159K 5.23% 2
2024
Q2 		$7.88M Hold
66,461
– – 5.22% 2
2024
Q1 		$8.04M Hold
66,461
– – 5.44% 2
2023
Q4 		$7.42M Buy
66,461
+724
+1% +$76.1K 5.46% 2
2023
Q3 		$6.79M Buy
65,737
+585
+0.9% +$62.8K 5.37% 3
2023
Q2 		$6.91M Buy
65,152
+7,922
+14% +$831K 5.41% 3
2023
Q1 		$6.04M Buy
57,230
+1,650
+3% +$177K 5.36% 3
2022
Q4 		$5.98M Buy
+55,580
New +$5.91M 5.5% 3

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Evergreen Wealth Management's VYM Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.2% in Q3 2026, selling an estimated $23.4K and leaving 72,466 shares worth $11.2M. The position accounts for 4.39% of the portfolio, ranked #2.

Evergreen Wealth Management first reported a position in VYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Evergreen Wealth Management held 72,466 shares of Vanguard High Dividend Yield ETF worth $11.2M as of Q3 2026.
  • Evergreen Wealth Management sold 144 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $23.4K.
  • Vanguard High Dividend Yield ETF made up 4.39% of Evergreen Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Evergreen Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Management's Vanguard High Dividend Yield ETF position peaked at $11.5M in Q2 2026.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.