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GPS Wealth Strategies Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-3,041
Closed -$429K – 1575
2025
Q3 		$429K Buy
3,041
+264
+10% +$36.3K 0.05% 211
2025
Q2 		$370K Buy
2,777
+370
+15% +$46.9K 0.04% 219
2025
Q1 		$310K Buy
2,407
+160
+7% +$20.9K 0.04% 240
2024
Q4 		$287K Sell
2,247
-132
-6% -$17.2K 0.04% 245
2024
Q3 		$305K Buy
2,379
+81
+4% +$10K 0.04% 235
2024
Q2 		$273K Buy
2,298
+2,134
+1,301% +$253K 0.04% 220
2024
Q1 		$19.8K Sell
164
-44
-21% -$5.04K ﹤0.01% 723
2023
Q4 		$23.2K Buy
208
+1
+0.5% +$105 ﹤0.01% 662
2023
Q3 		$21.4K Sell
207
-952
-82% -$102K ﹤0.01% 679
2023
Q2 		$123K Hold
1,159
– – 0.02% 326
2023
Q1 		$122K Buy
+1,159
New +$125K 0.03% 309
2022
Q4 		– Sell
-1,153
Closed -$109K – 1069
2022
Q3 		$109K Buy
1,153
+42
+4% +$4.37K 0.03% 288
2022
Q2 		$113K Hold
1,111
– – 0.03% 294
2022
Q1 		$125K Buy
1,111
+1,052
+1,783% +$117K 0.03% 269
2021
Q4 		$7K Hold
59
– – ﹤0.01% 817
2021
Q3 		$6K Hold
59
– – ﹤0.01% 818
2021
Q2 		$6K Hold
59
– – ﹤0.01% 845
2021
Q1 		$5K Buy
+59
New +$5.69K ﹤0.01% 781

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPS Wealth Strategies Group's VYM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 3,041 shares — an estimated $429K sold.

GPS Wealth Strategies Group first reported a position in VYM in Q1 2021 and held it in 18 quarters. The position peaked at $429K in Q3 2025. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 3,041 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $429K.
  • GPS Wealth Strategies Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Vanguard High Dividend Yield ETF position peaked at $429K in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.