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

Evolution 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 Q2	$193K	Buy	1,219 +284	+30%	+$44.4K	0.11%	124
2026 Q1	$138K	Buy	935 +92	+11%	+$13.8K	0.1%	146
2025 Q4	$121K	Buy	843 +390	+86%	+$55.5K	0.1%	148
2025 Q3	$63.9K	Sell	453 -18	-4%	-$2.47K	0.07%	180
2025 Q2	$62.8K	Buy	+471	New	+$59.7K	0.08%	156

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evolution Wealth Management's VYM Position: Q2 2026 in Review

Evolution Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 30% in Q2 2026, buying an estimated $44.4K and bringing the position to 1,219 shares worth $193K. The position accounts for 0.11% of the portfolio, ranked #124.

Evolution Wealth Management first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Evolution Wealth Management held 1,219 shares of Vanguard High Dividend Yield ETF worth $193K as of Q2 2026.
Evolution Wealth Management bought 284 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $44.4K.
Vanguard High Dividend Yield ETF made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #124 holding.
Evolution Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.