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

GeoWealth 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 		$5.28M Buy
33,437
+30,766
+1,152% +$4.81M 0.17% 76
2026
Q1 		$396K Sell
2,671
-33,821
-93% -$5.09M 0.01% 523
2025
Q4 		$5.24M Buy
36,492
+4,461
+14% +$634K 0.19% 71
2025
Q3 		$4.51M Buy
32,031
+2,532
+9% +$348K 0.16% 81
2025
Q2 		$3.93M Buy
29,499
+25,809
+699% +$3.27M 0.15% 80
2025
Q1 		$476K Sell
3,690
-15
-0.4% -$1.96K 0.02% 429
2024
Q4 		$473K Sell
3,705
-46,022
-93% -$6M 0.02% 480
2024
Q3 		$6.37M Buy
49,727
+45,863
+1,187% +$5.66M 0.23% 80
2024
Q2 		$458K Sell
3,864
-715
-16% -$84.8K 0.02% 455
2024
Q1 		$554K Buy
4,579
+146
+3% +$16.7K 0.02% 411
2023
Q4 		$495K Sell
4,433
-910
-17% -$95.6K 0.04% 337
2023
Q3 		$552K Buy
5,343
+913
+21% +$98K 0.06% 198
2023
Q2 		$470K Sell
4,430
-1,144
-21% -$120K 0.05% 175
2023
Q1 		$588K Sell
5,574
-690
-11% -$74.2K 0.07% 123
2022
Q4 		$678K Sell
6,264
-183
-3% -$19.5K 0.07% 134
2022
Q3 		$612K Buy
6,447
+900
+16% +$93.6K 0.07% 148
2022
Q2 		$564K Buy
5,547
+183
+3% +$19.8K 0.08% 146
2022
Q1 		$602K Buy
5,364
+425
+9% +$47.4K 0.05% 186
2021
Q4 		$554K Buy
4,939
+56
+1% +$6.09K 0.05% 197
2021
Q3 		$505K Buy
4,883
+1,179
+32% +$125K 0.04% 216
2021
Q2 		$388K Buy
3,704
+111
+3% +$11.7K 0.05% 173
2021
Q1 		$363K Buy
3,593
+1,225
+52% +$118K 0.06% 153
2020
Q4 		$216K Buy
+2,368
New +$206K 0.03% 186
2020
Q3 		– Sell
-3,208
Closed -$253K – 190
2020
Q2 		$253K Buy
+3,208
New +$249K 0.1% 134

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

GeoWealth Management's VYM Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1,152% in Q2 2026, buying an estimated $4.81M and bringing the position to 33,437 shares worth $5.28M. The position accounts for 0.17% of the portfolio, ranked #76.

GeoWealth Management first reported a position in VYM in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.37M in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • GeoWealth Management held 33,437 shares of Vanguard High Dividend Yield ETF worth $5.28M as of Q2 2026.
  • GeoWealth Management bought 30,766 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.81M.
  • Vanguard High Dividend Yield ETF made up 0.17% of GeoWealth Management's portfolio in Q2 2026, its #76 holding.
  • GeoWealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 24 quarters since.
  • GeoWealth Management's Vanguard High Dividend Yield ETF position peaked at $6.37M in Q3 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.