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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's VYM Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, buying an estimated $893K and bringing the position to 527,222 shares worth $78.1M. The position accounts for 0.09% of the portfolio, ranked #218.

Focus Partners Wealth first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Focus Partners Wealth held 527,222 shares of Vanguard High Dividend Yield ETF worth $78.1M as of Q1 2026.
Focus Partners Wealth bought 5,939 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $893K.
Vanguard High Dividend Yield ETF made up 0.09% of Focus Partners Wealth's portfolio in Q1 2026, its #218 holding.
Focus Partners Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.