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Golden State Equity Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Golden State Equity Partners’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 		$727K Buy
4,907
+2,366
+93% +$356K 0.06% 349
2025
Q4 		$365K Buy
+2,541
New +$361K 0.06% 352
2024
Q4 		– Sell
-110
Closed -$14.1K – 877
2024
Q3 		$14.1K Buy
+110
New +$13.6K 0.01% 545

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

Golden State Equity Partners's VYM Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 93% in Q1 2026, buying an estimated $356K and bringing the position to 4,907 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #349.

Golden State Equity Partners first reported a position in VYM in Q3 2024 and has held it in 3 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Golden State Equity Partners held 4,907 shares of Vanguard High Dividend Yield ETF worth $727K as of Q1 2026.
  • Golden State Equity Partners bought 2,366 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $356K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #349 holding.
  • Golden State Equity Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.