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

Flywheel 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 Q2	$6.51M	Sell	41,220 -131	-0.3%	-$20.5K	3.21%	8
2026 Q1	$6.12M	Sell	41,351 -14	-0%	-$2.1K	3.49%	6
2025 Q4	$5.94M	Sell	41,365 -4	-0%	-$569	3.71%	6
2025 Q3	$5.83M	Sell	41,369 -442	-1%	-$60.7K	4.55%	5
2025 Q2	$5.57M	Sell	41,811 -1,249	-3%	-$158K	4.47%	6
2025 Q1	$5.55M	Buy	43,060 +100	+0.2%	+$13.1K	5.06%	5
2024 Q4	$5.48M	Buy	+42,960	New	+$5.6M	5.04%	5

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

Flywheel Private Wealth's VYM Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.32% in Q2 2026, selling an estimated $20.5K and leaving 41,220 shares worth $6.51M. The position accounts for 3.21% of the portfolio, ranked #8.

Flywheel Private Wealth first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,065 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Flywheel Private Wealth held 41,220 shares of Vanguard High Dividend Yield ETF worth $6.51M as of Q2 2026.
Flywheel Private Wealth sold 131 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.5K.
Vanguard High Dividend Yield ETF made up 3.21% of Flywheel Private Wealth's portfolio in Q2 2026, its #8 holding.
Flywheel Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,065 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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