Heritage Wealth Management (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-2,611	Closed	-$375K	–	258
2025 Q4	$375K	Hold	2,611	–	–	0.1%	181
2025 Q3	$368K	Sell	2,611 -8	-0.3%	-$1.1K	0.11%	172
2025 Q2	$349K	Hold	2,619	–	–	0.11%	172
2025 Q1	$338K	Buy	2,619 +133	+5%	+$17.4K	0.12%	171
2024 Q4	$317K	Sell	2,486 -27	-1%	-$3.52K	0.11%	181
2024 Q3	$322K	Hold	2,513	–	–	0.11%	176
2024 Q2	$298K	Buy	+2,513	New	+$298K	0.1%	178

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

Heritage Wealth Management (Ohio)'s VYM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 2,611 shares — an estimated $375K sold.

Heritage Wealth Management (Ohio) first reported a position in VYM in Q2 2024 and held it in 7 quarters. The position peaked at $375K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,611 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $375K.
Heritage Wealth Management (Ohio) first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Vanguard High Dividend Yield ETF position peaked at $375K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.