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Gleason Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gleason Group’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 		$10.1M Buy
63,714
+391
+0.6% +$61.1K 0.88% 15
2026
Q1 		$9.38M Buy
63,323
+368
+0.6% +$55.3K 0.93% 15
2025
Q4 		$9.04M Buy
62,955
+790
+1% +$112K 0.89% 16
2025
Q3 		$8.76M Buy
62,165
+371
+0.6% +$51K 0.88% 16
2025
Q2 		$8.24M Buy
61,794
+60,910
+6,890% +$7.72M 0.89% 16
2025
Q1 		$114K Buy
884
+5
+0.6% +$655 0.02% 76
2024
Q4 		$112K Buy
879
+7
+0.8% +$913 0.02% 77
2024
Q3 		$112K Buy
872
+6
+0.7% +$741 0.02% 81
2024
Q2 		$103K Buy
866
+7
+0.8% +$830 0.02% 88
2024
Q1 		$104K Buy
859
+5
+0.6% +$573 0.02% 85
2023
Q4 		$95.4K Buy
854
+8
+0.9% +$841 0.02% 90
2023
Q3 		$87.4K Sell
846
-9,553
-92% -$1.02M 0.02% 93
2023
Q2 		$1.1M Buy
10,399
+86
+0.8% +$9.02K 0.29% 32
2023
Q1 		$1.09M Buy
10,313
+72
+0.7% +$7.74K 0.31% 32
2022
Q4 		$1.11M Buy
10,241
+92
+0.9% +$9.79K 0.35% 28
2022
Q3 		$963K Buy
10,149
+75
+0.7% +$7.8K 0.33% 26
2022
Q2 		$1.02M Buy
10,074
+8,085
+406% +$876K 0.35% 25
2022
Q1 		$223K Buy
1,989
+12
+0.6% +$1.34K 0.07% 72
2021
Q4 		$222K Buy
1,977
+16
+0.8% +$1.74K 0.07% 67
2021
Q3 		$203K Buy
1,961
+14
+0.7% +$1.48K 0.07% 68
2021
Q2 		$204K Buy
1,947
+14
+0.7% +$1.47K 0.07% 66
2021
Q1 		$195K Buy
1,933
+13
+0.7% +$1.25K 0.08% 64
2020
Q4 		$176K Buy
1,920
+17
+0.9% +$1.48K 0.08% 64
2020
Q3 		$154K Sell
1,903
-18
-0.9% -$1.47K 0.09% 67
2020
Q2 		$151K Buy
1,921
+20
+1% +$1.55K 0.09% 64
2020
Q1 		$135K Sell
1,901
-1,221
-39% -$105K 0.11% 61
2019
Q4 		$293K Buy
+3,122
New +$283K 0.17% 51

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

Gleason Group's VYM Position: Q2 2026 in Review

Gleason Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.62% in Q2 2026, buying an estimated $61.1K and bringing the position to 63,714 shares worth $10.1M. The position accounts for 0.88% of the portfolio, ranked #15.

Gleason Group first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Gleason Group held 63,714 shares of Vanguard High Dividend Yield ETF worth $10.1M as of Q2 2026.
  • Gleason Group bought 391 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $61.1K.
  • Vanguard High Dividend Yield ETF made up 0.88% of Gleason Group's portfolio in Q2 2026, its #15 holding.
  • Gleason Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.