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

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

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. 2,061 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.
2,061 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.