EPW
VYM icon

Evolve Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Evolve Private Wealth’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 		$5.11M Buy
34,504
+12,458
+57% +$1.87M 0.27% 60
2025
Q4 		$3.16M Buy
+22,046
New +$3.14M 0.19% 99

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

Evolve Private Wealth's VYM Position: Q1 2026 in Review

Evolve Private Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 57% in Q1 2026, buying an estimated $1.87M and bringing the position to 34,504 shares worth $5.11M. The position accounts for 0.27% of the portfolio, ranked #60.

Evolve Private Wealth first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Evolve Private Wealth held 34,504 shares of Vanguard High Dividend Yield ETF worth $5.11M as of Q1 2026.
  • Evolve Private Wealth bought 12,458 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.87M.
  • Vanguard High Dividend Yield ETF made up 0.27% of Evolve Private Wealth's portfolio in Q1 2026, its #60 holding.
  • Evolve Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.