GLOBALT Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GLOBALT Investments’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	$1.26M	Sell	8,512 -63	-0.7%	-$9.47K	0.05%	130
2025 Q4	$1.23M	Sell	8,575 -163	-2%	-$23.2K	0.04%	128
2025 Q3	$1.23M	Sell	8,738 -558	-6%	-$76.7K	0.05%	136
2025 Q2	$1.24M	Sell	9,296 -1,060	-10%	-$134K	0.05%	137
2025 Q1	$1.34M	Sell	10,356 -1,114	-10%	-$146K	0.05%	130
2024 Q4	$1.46M	Sell	11,470 -346	-3%	-$45.1K	0.06%	130
2024 Q3	$1.51M	Sell	11,816 -343	-3%	-$42.3K	0.06%	127
2024 Q2	$1.44M	Sell	12,159 -1,297	-10%	-$154K	0.06%	128
2024 Q1	$1.63M	Sell	13,456 -803	-6%	-$92K	0.06%	127
2023 Q4	$1.59M	Buy	+14,259	New	+$1.5M	0.07%	123

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLOBALT Investments's VYM Position: Q1 2026 in Review

GLOBALT Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.73% in Q1 2026, selling an estimated $9.47K and leaving 8,512 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #130.

GLOBALT Investments first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

GLOBALT Investments held 8,512 shares of Vanguard High Dividend Yield ETF worth $1.26M as of Q1 2026.
GLOBALT Investments sold 63 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $9.47K.
Vanguard High Dividend Yield ETF made up 0.05% of GLOBALT Investments's portfolio in Q1 2026, its #130 holding.
GLOBALT Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Vanguard High Dividend Yield ETF position peaked at $1.63M in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.