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Global Strategic Investment Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Global Strategic Investment Solutions’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
Q1 		$6.99M Sell
47,200
-3,649
-7% -$549K 0.68% 33
2025
Q4 		$7.3M Sell
50,849
-422
-0.8% -$60K 0.71% 31
2025
Q3 		$7.23M Sell
51,271
-181
-0.4% -$24.9K 0.72% 32
2025
Q2 		$6.86M Sell
51,452
-485
-0.9% -$61.4K 0.73% 32
2025
Q1 		$6.7M Sell
51,937
-108
-0.2% -$14.1K 0.77% 30
2024
Q4 		$6.64M Sell
52,045
-5
-0% -$652 0.78% 30
2024
Q3 		$6.67M Sell
52,050
-1,432
-3% -$177K 0.78% 30
2024
Q2 		$6.34M Sell
53,482
-75
-0.1% -$8.89K 0.77% 30
2024
Q1 		$6.48M Sell
53,557
-2,137
-4% -$245K 0.75% 31
2023
Q4 		$6.22M Buy
55,694
+272
+0.5% +$28.6K 0.76% 33
2023
Q3 		$5.73M Sell
55,422
-4,897
-8% -$525K 0.74% 35
2023
Q2 		$6.4M Sell
60,319
-172
-0.3% -$18K 0.8% 32
2023
Q1 		$6.38M Sell
60,491
-10,683
-15% -$1.15M 0.91% 27
2022
Q4 		$7.7M Sell
71,174
-16,825
-19% -$1.79M 0.51% 28
2022
Q3 		$8.35M Buy
87,999
+11,015
+14% +$1.15M 0.4% 26
2022
Q2 		$7.83M Buy
76,984
+14
+0% +$1.52K 0.56% 27
2022
Q1 		$8.64M Sell
76,970
-138,898
-64% -$15.5M 0.54% 25
2021
Q4 		$24.2M Sell
215,868
-11,320
-5% -$1.23M 3.87% 8
2021
Q3 		$23.5M Sell
227,188
-12,344
-5% -$1.3M 3.96% 8
2021
Q2 		$25.1M Sell
239,532
-7,455
-3% -$783K 4.22% 8
2021
Q1 		$25M Sell
246,987
-1,431
-0.6% -$138K 4.57% 6
2020
Q4 		$22.7M Buy
248,418
+8,587
+4% +$746K 5.13% 7
2020
Q3 		$19.4M Buy
239,831
+6,018
+3% +$493K 4.93% 8
2020
Q2 		$18.4M Buy
233,813
+23,911
+11% +$1.86M 5.14% 7
2020
Q1 		$14.9M Sell
209,902
-55,701
-21% -$4.79M 5.55% 6
2019
Q4 		$24.9M Buy
265,603
+13,092
+5% +$1.19M 8.96% 3
2019
Q3 		$22.4M Buy
252,511
+61,427
+32% +$5.38M 8.75% 3
2019
Q2 		$16.7M Buy
191,084
+13,366
+8% +$1.16M 8.44% 3
2019
Q1 		$15.2M Buy
177,718
+61,984
+54% +$5.18M 8.28% 3
2018
Q4 		$9.03M Buy
+115,734
New +$9.65M 7.69% 3

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Strategic Investment Solutions's VYM Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.2% in Q1 2026, selling an estimated $549K and leaving 47,200 shares worth $6.99M. The position accounts for 0.68% of the portfolio, ranked #33.

Global Strategic Investment Solutions first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.1M in Q2 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Global Strategic Investment Solutions held 47,200 shares of Vanguard High Dividend Yield ETF worth $6.99M as of Q1 2026.
  • Global Strategic Investment Solutions sold 3,649 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $549K.
  • Vanguard High Dividend Yield ETF made up 0.68% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #33 holding.
  • Global Strategic Investment Solutions first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • Global Strategic Investment Solutions's Vanguard High Dividend Yield ETF position peaked at $25.1M in Q2 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.