Great Diamond Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Great Diamond 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 Q2	$1.61M	Sell	10,172 -60	-0.6%	-$9.38K	0.28%	88
2026 Q1	$1.52M	Hold	10,232	–	–	0.29%	90
2025 Q4	$1.47M	Buy	10,232 +870	+9%	+$124K	0.28%	88
2025 Q3	$1.32M	Buy	9,362 +1,890	+25%	+$260K	0.26%	91
2025 Q2	$996K	Buy	+7,472	New	+$947K	0.21%	108
2020 Q3	–	Sell	-9,186	Closed	-$723K	–	166
2020 Q2	$723K	Sell	9,186 -94	-1%	-$7.31K	0.3%	65
2020 Q1	$656K	Sell	9,280 -2,382	-20%	-$205K	0.34%	59
2019 Q4	$1.09M	Buy	+11,662	New	+$1.06M	0.42%	53

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Great Diamond Partners's VYM Position: Q2 2026 in Review

Great Diamond Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.59% in Q2 2026, selling an estimated $9.38K and leaving 10,172 shares worth $1.61M. The position accounts for 0.28% of the portfolio, ranked #88.

Great Diamond Partners first reported a position in VYM in Q4 2019 and has held it in 8 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Great Diamond Partners held 10,172 shares of Vanguard High Dividend Yield ETF worth $1.61M as of Q2 2026.
Great Diamond Partners sold 60 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.38K.
Vanguard High Dividend Yield ETF made up 0.28% of Great Diamond Partners's portfolio in Q2 2026, its #88 holding.
Great Diamond Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 8 quarters since.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.