Grandfield & Dodd’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Grandfield & Dodd’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	–	Sell	-1,994	Closed	-$281K	–	217
2025 Q4	$281K	Hold	1,994	–	–	0.02%	183
2025 Q3	$281K	Hold	1,994	–	–	0.02%	184
2025 Q2	$266K	Buy	+1,994	New	+$253K	0.02%	184
2025 Q1	–	Sell	-1,994	Closed	-$254K	–	204
2024 Q4	$254K	Hold	1,994	–	–	0.02%	189
2024 Q3	$256K	Hold	1,994	–	–	0.02%	195
2024 Q2	$236K	Hold	1,994	–	–	0.02%	193
2024 Q1	$241K	Hold	1,994	–	–	0.02%	190
2023 Q4	$223K	Hold	1,994	–	–	0.02%	187
2023 Q3	$206K	Hold	1,994	–	–	0.02%	183
2023 Q2	$212K	Hold	1,994	–	–	0.01%	189
2023 Q1	$210K	Sell	1,994 -391	-16%	-$42.1K	0.01%	186
2022 Q4	$258K	Buy	+2,385	New	+$254K	0.02%	168
2022 Q3	–	Sell	-1,994	Closed	-$200K	–	192
2022 Q2	$200K	Hold	1,994	–	–	0.02%	189
2022 Q1	$220K	Hold	1,994	–	–	0.01%	195
2021 Q4	$220K	Hold	1,994	–	–	0.01%	201
2021 Q3	$210K	Hold	1,994	–	–	0.01%	203
2021 Q2	$210K	Hold	1,994	–	–	0.01%	202
2021 Q1	$200K	Buy	+1,994	New	+$192K	0.02%	197

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

Grandfield & Dodd's VYM Position: Q1 2026 in Review

Grandfield & Dodd sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,994 shares — an estimated $281K sold.

Grandfield & Dodd first reported a position in VYM in Q1 2021 and held it in 18 quarters. The position peaked at $281K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Grandfield & Dodd reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Grandfield & Dodd sold 1,994 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $281K.
Grandfield & Dodd first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 18 quarters.
Grandfield & Dodd's Vanguard High Dividend Yield ETF position peaked at $281K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.