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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
Q2 		$578K Buy
3,659
+231
+7% +$36.1K 0.03% 133
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
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 22.9% 1-Year Est. Return

GDS Wealth Management's VYM Position: Q2 2026 in Review

GDS Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 3,659 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #133.

GDS Wealth Management first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • GDS Wealth Management held 3,659 shares of Vanguard High Dividend Yield ETF worth $578K as of Q2 2026.
  • GDS Wealth Management bought 231 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard High Dividend Yield ETF made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #133 holding.
  • GDS Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.