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Greenleaf Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Greenleaf Trust’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 		$851K Sell
5,382
-7
-0.1% -$1.09K 0.01% 400
2026
Q1 		$798K Hold
5,389
– – 0.01% 386
2025
Q4 		$773K Buy
5,389
+2,122
+65% +$302K 0.01% 390
2025
Q3 		$460K Buy
3,267
+67
+2% +$9.21K ﹤0.01% 516
2025
Q2 		$427K Hold
3,200
– – ﹤0.01% 528
2025
Q1 		$413K Sell
3,200
-35
-1% -$4.58K ﹤0.01% 545
2024
Q4 		$413K Hold
3,235
– – ﹤0.01% 555
2024
Q3 		$415K Hold
3,235
– – ﹤0.01% 562
2024
Q2 		$384K Buy
3,235
+535
+20% +$63.4K ﹤0.01% 544
2024
Q1 		$327K Hold
2,700
– – ﹤0.01% 580
2023
Q4 		$301K Sell
2,700
-247
-8% -$26K ﹤0.01% 590
2023
Q3 		$304K Hold
2,947
– – ﹤0.01% 572
2023
Q2 		$313K Hold
2,947
– – ﹤0.01% 583
2023
Q1 		$311K Hold
2,947
– – ﹤0.01% 589
2022
Q4 		$319K Sell
2,947
-83
-3% -$8.83K ﹤0.01% 566
2022
Q3 		$287K Buy
3,030
+83
+3% +$8.63K ﹤0.01% 558
2022
Q2 		$300K Buy
+2,947
New +$319K ﹤0.01% 554
2020
Q3 		– Sell
-10,850
Closed -$855K – 585
2020
Q2 		$855K Buy
+10,850
New +$844K 0.02% 178

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Greenleaf Trust's VYM Position: Q2 2026 in Review

Greenleaf Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.13% in Q2 2026, selling an estimated $1.09K and leaving 5,382 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #400.

Greenleaf Trust first reported a position in VYM in Q2 2020 and has held it in 18 quarters since. The position peaked at $855K in Q2 2020. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Greenleaf Trust held 5,382 shares of Vanguard High Dividend Yield ETF worth $851K as of Q2 2026.
  • Greenleaf Trust sold 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #400 holding.
  • Greenleaf Trust first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 18 quarters since.
  • Greenleaf Trust's Vanguard High Dividend Yield ETF position peaked at $855K in Q2 2020.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.