Grey Fox Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-280	Closed	-$39.5K	–	600
2025 Q3	$39.5K	Buy	+280	New	+$38.5K	0.01%	283
2023 Q2	–	Sell	-673	Closed	-$71K	–	511
2023 Q1	$71K	Buy	673 +5	+0.7%	+$538	0.04%	162
2022 Q4	$72.3K	Buy	+668	New	+$71.1K	0.05%	145

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grey Fox Wealth Advisors's VYM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 280 shares — an estimated $39.5K sold.

Grey Fox Wealth Advisors first reported a position in VYM in Q4 2022 and held it in 3 quarters. The position peaked at $72.3K in Q4 2022. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 280 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $39.5K.
Grey Fox Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $72.3K in Q4 2022.
1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.