GWM
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Greenwich Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Greenwich Wealth Management’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 		$1.45M Sell
9,810
-75
-0.8% -$11.3K 0.06% 130
2025
Q4 		$1.42M Hold
9,885
– – 0.06% 132
2025
Q3 		$1.39M Buy
9,885
+201
+2% +$27.6K 0.07% 126
2025
Q2 		$1.29M Buy
9,684
+725
+8% +$91.8K 0.06% 113
2025
Q1 		$1.16M Sell
8,959
-3,629
-29% -$475K 0.09% 112
2024
Q4 		$1.61M Buy
12,588
+4,529
+56% +$591K 0.11% 94
2024
Q3 		$1.03M Buy
8,059
+30
+0.4% +$3.7K 0.07% 121
2024
Q2 		$952K Buy
8,029
+100
+1% +$11.9K 0.07% 115
2024
Q1 		$959K Buy
7,929
+100
+1% +$11.5K 0.08% 115
2023
Q4 		$874K Buy
7,829
+700
+10% +$73.6K 0.09% 116
2023
Q3 		$737K Buy
7,129
+365
+5% +$39.2K 0.08% 126
2023
Q2 		$717K Buy
6,764
+100
+2% +$10.5K 0.08% 133
2023
Q1 		$703K Buy
6,664
+375
+6% +$40.3K 0.08% 133
2022
Q4 		$681K Buy
6,289
+49
+0.8% +$5.21K 0.07% 132
2022
Q3 		$592K Buy
6,240
+635
+11% +$66K 0.06% 141
2022
Q2 		$570K Buy
5,605
+50
+0.9% +$5.42K 0.08% 150
2022
Q1 		$624K Buy
5,555
+760
+16% +$84.8K 0.06% 143
2021
Q4 		$538K Buy
4,795
+405
+9% +$44.1K 0.04% 161
2021
Q3 		$454K Buy
4,390
+770
+21% +$81.4K 0.04% 163
2021
Q2 		$379K Buy
3,620
+520
+17% +$54.6K 0.03% 165
2021
Q1 		$313K Buy
3,100
+75
+2% +$7.24K 0.03% 166
2020
Q4 		$277K Buy
3,025
+75
+3% +$6.51K 0.02% 159
2020
Q3 		$239K Sell
2,950
-30
-1% -$2.46K 0.04% 166
2020
Q2 		$235K Sell
2,980
-428
-13% -$33.3K 0.04% 161
2020
Q1 		$241K Buy
3,408
+164
+5% +$14.1K 0.05% 147
2019
Q4 		$304K Hold
3,244
– – 0.06% 152
2019
Q3 		$288K Sell
3,244
-396
-11% -$34.7K 0.06% 153
2019
Q2 		$318K Buy
3,640
+860
+31% +$74.4K 0.05% 149
2019
Q1 		$238K Hold
2,780
– – 0.04% 162
2018
Q4 		$217K Hold
2,780
– – 0.04% 165
2018
Q3 		$242K Hold
2,780
– – 0.04% 158
2018
Q2 		$231K Buy
2,780
+110
+4% +$9.21K 0.04% 155
2018
Q1 		$220K Sell
2,670
-135
-5% -$11.6K 0.03% 156
2017
Q4 		$240K Hold
2,805
– – 0.04% 159
2017
Q3 		$227K Buy
2,805
+25
+0.9% +$1.98K 0.04% 157
2017
Q2 		$217K Hold
2,780
– – 0.04% 161
2017
Q1 		$216K Sell
2,780
-6,360
-70% -$491K 0.03% 160
2016
Q4 		$693K Buy
9,140
+782
+9% +$57.4K 0.09% 112
2016
Q3 		$603K Buy
8,358
+5,023
+151% +$365K 0.11% 116
2016
Q2 		$238K Hold
3,335
– – 0.06% 168
2016
Q1 		$230K Buy
+3,335
New +$218K 0.06% 166
2015
Q2 		– Sell
-2,935
Closed -$200K – 180
2015
Q1 		$200K Sell
2,935
-5
-0.2% -$344 0.02% 164
2014
Q4 		$202K Buy
+2,940
New +$199K 0.01% 161

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Greenwich Wealth Management's VYM Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.76% in Q1 2026, selling an estimated $11.3K and leaving 9,810 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #130.

Greenwich Wealth Management first reported a position in VYM in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.61M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Greenwich Wealth Management held 9,810 shares of Vanguard High Dividend Yield ETF worth $1.45M as of Q1 2026.
  • Greenwich Wealth Management sold 75 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Greenwich Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Greenwich Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 43 quarters since.
  • Greenwich Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.61M in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.