Global Retirement Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.8M | Buy |
+87,342
| New | +$13.7M | 0.21% | 92 |
|
|
2025
Q4 | $12M | Buy |
83,348
+23,553
| +39% | +$3.35M | 0.21% | 90 |
|
|
2025
Q3 | $8.43M | Buy |
59,795
+154
| +0.3% | +$21.2K | 0.19% | 100 |
|
|
2025
Q2 | $7.95M | Buy |
+59,641
| New | +$7.56M | 0.2% | 100 |
|
|
2024
Q4 | $6.74M | Buy |
52,827
+692
| +1% | +$90.2K | 0.19% | 103 |
|
|
2024
Q3 | $6.68M | Sell |
52,135
-1,441
| -3% | -$178K | 0.2% | 98 |
|
|
2024
Q2 | $6.35M | Sell |
53,576
-7,123
| -12% | -$845K | 0.2% | 98 |
|
|
2024
Q1 | $7.34M | Sell |
60,699
-8,102
| -12% | -$928K | 0.27% | 78 |
|
|
2023
Q4 | $7.61M | Buy |
68,801
+558
| +0.8% | +$58.6K | 0.32% | 71 |
|
|
2023
Q3 | $6.9M | Sell |
68,243
-6,488
| -9% | -$696K | 0.35% | 63 |
|
|
2023
Q2 | $7.93M | Sell |
74,731
-3,786
| -5% | -$397K | 0.39% | 53 |
|
|
2023
Q1 | $8.16M | Sell |
78,517
-2,273
| -3% | -$244K | 0.43% | 44 |
|
|
2022
Q4 | $8.74M | Sell |
80,790
-15,638
| -16% | -$1.66M | 0.6% | 26 |
|
|
2022
Q3 | $10.3M | Sell |
96,428
-10,931
| -10% | -$1.14M | 0.78% | 20 |
|
|
2022
Q2 | $10.9M | Sell |
107,359
-8,533
| -7% | -$925K | 0.88% | 17 |
|
|
2022
Q1 | $12.5M | Buy |
+115,892
| New | +$12.9M | 0.99% | 15 |
|
|
2021
Q4 | – | Sell |
-66,786
| Closed | -$6.9M | – | 1791 |
|
|
2021
Q3 | $6.9M | Buy |
66,786
+8,422
| +14% | +$890K | 0.68% | 30 |
|
|
2021
Q2 | $6.12M | Buy |
58,364
+2,816
| +5% | +$296K | 0.63% | 32 |
|
|
2021
Q1 | $5.62M | Buy |
55,548
+1,226
| +2% | +$118K | 0.66% | 31 |
|
|
2020
Q4 | $4.97M | Buy |
54,322
+90
| +0.2% | +$7.82K | 0.62% | 32 |
|
|
2020
Q3 | $4.39M | Buy |
54,232
+3,067
| +6% | +$251K | 0.64% | 32 |
|
|
2020
Q2 | $4.03M | Buy |
51,165
+17,503
| +52% | +$1.36M | 0.64% | 33 |
|
|
2020
Q1 | $2.38M | Sell |
33,662
-8,114
| -19% | -$697K | 0.45% | 49 |
|
|
2019
Q4 | $3.92M | Sell |
41,776
-10,224
| -20% | -$927K | 0.6% | 33 |
|
|
2019
Q3 | $4.61M | Buy |
52,000
+2,498
| +5% | +$219K | 0.76% | 28 |
|
|
2019
Q2 | $4.33M | Buy |
49,502
+914
| +2% | +$79K | 0.83% | 23 |
|
|
2019
Q1 | $4.16M | Sell |
48,588
-1,275
| -3% | -$106K | 1.01% | 18 |
|
|
2018
Q4 | $3.89M | Buy |
49,863
+6,697
| +16% | +$559K | 0.99% | 19 |
|
|
2018
Q3 | $3.76M | Buy |
43,166
+3,624
| +9% | +$314K | 0.85% | 24 |
|
|
2018
Q2 | $3.28M | Buy |
39,542
+21,870
| +124% | +$1.83M | 0.83% | 23 |
|
|
2018
Q1 | $1.46M | Buy |
17,672
+2,992
| +20% | +$257K | 0.4% | 45 |
|
|
2017
Q4 | $1.26M | Sell |
14,680
-486
| -3% | -$40.6K | 0.35% | 46 |
|
|
2017
Q3 | $1.23M | Buy |
15,166
+2,348
| +18% | +$186K | 0.51% | 34 |
|
|
2017
Q2 | $1M | Buy |
12,818
+4,876
| +61% | +$380K | 0.47% | 40 |
|
|
2017
Q1 | $617K | Sell |
7,942
-1,083
| -12% | -$83.6K | 0.34% | 58 |
|
|
2016
Q4 | $684K | Buy |
+9,025
| New | +$662K | 0.46% | 36 |
|
Other funds holding VYM
Global Retirement Partners's VYM Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 87,342 shares worth $13.8M. The stake represents 0.21% of the portfolio and ranks #92 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VYM as recently as Q4 2025.
Global Retirement Partners first reported a position in VYM in Q4 2016 and has held it in 36 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Global Retirement Partners held 87,342 shares of Vanguard High Dividend Yield ETF worth $13.8M as of Q2 2026.
- Vanguard High Dividend Yield ETF was a new Global Retirement Partners position in Q2 2026.
- Vanguard High Dividend Yield ETF made up 0.21% of Global Retirement Partners's portfolio in Q2 2026, its #92 holding.
- Global Retirement Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 36 quarters since.
- 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.