GDS Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GDS Wealth Management’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	$508K	Buy	3,428 +80	+2%	+$12K	0.03%	120
2025 Q4	$481K	Hold	3,348	–	–	0.03%	125
2025 Q3	$472K	Buy	3,348 +1,495	+81%	+$205K	0.03%	126
2025 Q2	$247K	Sell	1,853 -143	-7%	-$18.1K	0.02%	153
2025 Q1	$257K	Sell	1,996 -1,096	-35%	-$143K	0.02%	149
2024 Q4	$395K	Buy	3,092 +2	+0.1%	+$261	0.04%	128
2024 Q3	$396K	Buy	3,090 +1,150	+59%	+$142K	0.04%	127
2024 Q2	$230K	Hold	1,940	–	–	0.03%	122
2024 Q1	$235K	Hold	1,940	–	–	0.03%	125
2023 Q4	$217K	Hold	1,940	–	–	0.03%	123
2023 Q3	$200K	Buy	+1,940	New	+$208K	0.03%	120

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

GDS Wealth Management's VYM Position: Q1 2026 in Review

GDS Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q1 2026, buying an estimated $12K and bringing the position to 3,428 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #120.

GDS Wealth Management first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

GDS Wealth Management held 3,428 shares of Vanguard High Dividend Yield ETF worth $508K as of Q1 2026.
GDS Wealth Management bought 80 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $12K.
Vanguard High Dividend Yield ETF made up 0.03% of GDS Wealth Management's portfolio in Q1 2026, its #120 holding.
GDS Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.