Great Lakes Retirement’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Great Lakes Retirement’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	$481K	Sell	3,250 -1,480	-31%	-$223K	0.05%	181
2025 Q4	$679K	Buy	+4,730	New	+$673K	0.07%	170
2025 Q3	–	Sell	-4,730	Closed	-$631K	–	215
2025 Q2	$631K	Hold	4,730	–	–	0.07%	162
2025 Q1	$610K	Hold	4,730	–	–	0.08%	164
2024 Q4	$604K	Sell	4,730 -87	-2%	-$11.3K	0.08%	167
2024 Q3	$618K	Hold	4,817	–	–	0.08%	162
2024 Q2	$571K	Hold	4,817	–	–	0.08%	161
2024 Q1	$583K	Hold	4,817	–	–	0.09%	166
2023 Q4	$538K	Hold	4,817	–	–	0.09%	163
2023 Q3	$498K	Hold	4,817	–	–	0.09%	164
2023 Q2	$511K	Hold	4,817	–	–	0.09%	166
2023 Q1	$508K	Hold	4,817	–	–	0.1%	164
2022 Q4	$521K	Buy	+4,817	New	+$513K	0.13%	113

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

Great Lakes Retirement's VYM Position: Q1 2026 in Review

Great Lakes Retirement reduced its Vanguard High Dividend Yield ETF (VYM) stake by 31% in Q1 2026, selling an estimated $223K and leaving 3,250 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #181.

Great Lakes Retirement first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $679K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Great Lakes Retirement held 3,250 shares of Vanguard High Dividend Yield ETF worth $481K as of Q1 2026.
Great Lakes Retirement sold 1,480 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $223K.
Vanguard High Dividend Yield ETF made up 0.05% of Great Lakes Retirement's portfolio in Q1 2026, its #181 holding.
Great Lakes Retirement first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
Great Lakes Retirement's Vanguard High Dividend Yield ETF position peaked at $679K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.