Focus Partners Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Focus Partners 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	$89.7M	Buy	567,493 +40,271	+8%	+$6.29M	0.09%	210
2026 Q1	$78.1M	Buy	527,222 +5,939	+1%	+$893K	0.09%	218
2025 Q4	$74.8M	Buy	521,283 +332,031	+175%	+$47.2M	0.09%	209
2025 Q3	$26.7M	Sell	189,252 -19,909	-10%	-$2.74M	0.04%	337
2025 Q2	$27.9M	Buy	209,161 +6,474	+3%	+$820K	0.06%	287
2025 Q1	$26.1M	Sell	202,687 -3,789	-2%	-$496K	0.07%	276
2024 Q4	$26.3M	Buy	206,476 +10,025	+5%	+$1.31M	0.07%	263
2024 Q3	$25.2M	Sell	196,451 -144,001	-42%	-$17.8M	0.08%	249
2024 Q2	$40.4M	Buy	340,452 +169,944	+100%	+$20.2M	0.14%	158
2024 Q1	$20.6M	Buy	170,508 +7,080	+4%	+$811K	0.17%	149
2023 Q4	$18.2M	Buy	+163,428	New	+$17.2M	0.24%	115

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

Focus Partners Wealth's VYM Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.6% in Q2 2026, buying an estimated $6.29M and bringing the position to 567,493 shares worth $89.7M. The position accounts for 0.09% of the portfolio, ranked #210.

Focus Partners Wealth first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Focus Partners Wealth held 567,493 shares of Vanguard High Dividend Yield ETF worth $89.7M as of Q2 2026.
Focus Partners Wealth bought 40,271 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.29M.
Vanguard High Dividend Yield ETF made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #210 holding.
Focus Partners Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.