Gray Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gray Private Wealth’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	$343K	Hold	2,172	–	–	0.15%	37
2026 Q1	$322K	Hold	2,172	–	–	0.16%	34
2025 Q4	$312K	Hold	2,172	–	–	0.15%	35
2025 Q3	$306K	Sell	2,172 -25	-1%	-$3.44K	0.15%	35
2025 Q2	$293K	Hold	2,197	–	–	0.16%	33
2025 Q1	$283K	Hold	2,197	–	–	0.17%	30
2024 Q4	$280K	Buy	2,197 +28	+1%	+$3.65K	0.17%	33
2024 Q3	$278K	Buy	2,169 +6	+0.3%	+$741	0.17%	30
2024 Q2	$256K	Buy	2,163 +10	+0.5%	+$1.19K	0.16%	30
2024 Q1	$260K	Buy	+2,153	New	+$247K	0.17%	29

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 22.96% 1-Year Est. Return

Gray Private Wealth's VYM Position: Q2 2026 in Review

Gray Private Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,172 shares worth $343K. The position accounts for 0.15% of the portfolio, ranked #37.

Gray Private Wealth first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,050 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Gray Private Wealth held 2,172 shares of Vanguard High Dividend Yield ETF worth $343K as of Q2 2026.
Gray Private Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.15% of Gray Private Wealth's portfolio in Q2 2026, its #37 holding.
Gray Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
2,050 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.