Granite Bay Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Granite Bay Wealth Management’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 Q2	$440K	Buy	+2,784	New	+$435K	0.04%	124
2023 Q2	–	Sell	-2,393	Closed	-$252K	–	75
2023 Q1	$252K	Buy	2,393 +393	+20%	+$42.3K	0.18%	60
2022 Q4	$216K	Sell	2,000 -495	-20%	-$52.7K	0.14%	63
2022 Q3	$237K	Hold	2,495	–	–	0.19%	51
2022 Q2	$254K	Hold	2,495	–	–	0.2%	48
2022 Q1	$280K	Hold	2,495	–	–	0.23%	48
2021 Q4	$280K	Buy	+2,495	New	+$271K	0.28%	46

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Granite Bay Wealth Management's VYM Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 2,784 shares worth $440K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in VYM as recently as Q1 2023.

Granite Bay Wealth Management first reported a position in VYM in Q4 2021 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Granite Bay Wealth Management held 2,784 shares of Vanguard High Dividend Yield ETF worth $440K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Granite Bay Wealth Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Granite Bay Wealth Management's portfolio in Q2 2026, its #124 holding.
Granite Bay Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 7 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.