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

Evergreen Wealth 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 		$1.14M Sell
6,816
-121
-2% -$18.9K 0.06% 186
2026
Q1 		$1.03M Buy
+6,937
New +$1.04M 0.07% 157

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

Evergreen Wealth Solutions's VYM Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, selling an estimated $18.9K and leaving 6,816 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #186.

Evergreen Wealth Solutions first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Evergreen Wealth Solutions held 6,816 shares of Vanguard High Dividend Yield ETF worth $1.14M as of Q2 2026.
  • Evergreen Wealth Solutions sold 121 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $18.9K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #186 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.