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Heritage Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Partners’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
Q1 		$208K Sell
1,613
-122
-7% -$16K 0.32% 64
2024
Q4 		$221K Sell
1,735
-85
-5% -$11.1K 0.28% 64
2024
Q3 		$233K Buy
+1,820
New +$225K 0.27% 61

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Heritage Wealth Partners's VYM Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7% in Q1 2025, selling an estimated $16K and leaving 1,613 shares worth $208K. The position accounts for 0.32% of the portfolio, ranked #64.

Heritage Wealth Partners first reported a position in VYM in Q3 2024 and has held it in 3 quarters since. The position peaked at $233K in Q3 2024. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Heritage Wealth Partners held 1,613 shares of Vanguard High Dividend Yield ETF worth $208K as of Q1 2025.
  • Heritage Wealth Partners sold 122 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $16K.
  • Vanguard High Dividend Yield ETF made up 0.32% of Heritage Wealth Partners's portfolio in Q1 2025, its #64 holding.
  • Heritage Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 3 quarters since.
  • Heritage Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $233K in Q3 2024.
  • 1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.