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Genesis Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Genesis Private 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 		$208K Buy
+1,316
New +$206K 0.06% 185
2025
Q3 		– Sell
-2,137
Closed -$285K – 177
2025
Q2 		$285K Buy
+2,137
New +$271K 0.13% 97

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Genesis Private Wealth's VYM Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,316 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings. This is a return to the name: Genesis Private Wealth previously reported a position in VYM as recently as Q2 2025.

Genesis Private Wealth first reported a position in VYM in Q2 2025 and has held it in 2 quarters since. The position peaked at $285K in Q2 2025. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Genesis Private Wealth held 1,316 shares of Vanguard High Dividend Yield ETF worth $208K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Genesis Private Wealth position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #185 holding.
  • Genesis Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 2 quarters since.
  • Genesis Private Wealth's Vanguard High Dividend Yield ETF position peaked at $285K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.