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

Gateway Wealth Partners’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 		$12.1M Sell
76,345
-46,194
-38% -$7.22M 0.72% 26
2026
Q1 		$18.1M Buy
122,539
+110,973
+959% +$16.7M 0.71% 27
2025
Q4 		$1.66M Buy
11,566
+564
+5% +$80.2K 0.18% 133
2025
Q3 		$1.55M Buy
11,002
+3,073
+39% +$422K 0.21% 115
2025
Q2 		$1.06M Sell
7,929
-684
-8% -$86.7K 0.2% 112
2025
Q1 		$1.11M Sell
8,613
-175
-2% -$22.9K 0.25% 101
2024
Q4 		$1.12M Buy
8,788
+37
+0.4% +$4.83K 0.29% 88
2024
Q3 		$1.12M Sell
8,751
-119
-1% -$14.7K 0.31% 81
2024
Q2 		$1.05M Sell
8,870
-102
-1% -$12.1K 0.32% 79
2024
Q1 		$1.09M Sell
8,972
-4,214
-32% -$483K 0.39% 68
2023
Q4 		$1.47M Sell
13,186
-201,024
-94% -$21.1M 0.59% 43
2023
Q3 		$22.1M Buy
214,210
+15,345
+8% +$1.65M 3.99% 5
2023
Q2 		$21.1M Buy
198,865
+19,927
+11% +$2.09M 3.77% 5
2023
Q1 		$18.9M Buy
178,938
+44,040
+33% +$4.74M 2.9% 10
2022
Q4 		$14.6M Buy
+134,898
New +$14.4M 2.51% 10

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gateway Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 38% in Q2 2026, selling an estimated $7.22M and leaving 76,345 shares worth $12.1M. The position accounts for 0.72% of the portfolio, ranked #26.

Gateway Wealth Partners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.1M in Q3 2023. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Gateway Wealth Partners held 76,345 shares of Vanguard High Dividend Yield ETF worth $12.1M as of Q2 2026.
  • Gateway Wealth Partners sold 46,194 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.22M.
  • Vanguard High Dividend Yield ETF made up 0.72% of Gateway Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Gateway Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $22.1M in Q3 2023.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.