High Falls Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

High Falls 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	$219K	Sell	1,525 -58	-4%	-$8.25K	0.04%	135
2025 Q3	$223K	Sell	1,583 -177	-10%	-$24.3K	0.05%	142
2025 Q2	$235K	Buy	+1,760	New	+$223K	0.05%	129
2025 Q1	–	Sell	-1,710	Closed	-$218K	–	134
2024 Q4	$218K	Sell	1,710 -301	-15%	-$39.2K	0.05%	112
2024 Q3	$258K	Sell	2,011 -203	-9%	-$25.1K	0.06%	100
2024 Q2	$263K	Sell	2,214 -95	-4%	-$11.3K	0.06%	97
2024 Q1	$279K	Sell	2,309 -223	-9%	-$25.6K	0.07%	96
2023 Q4	$283K	Sell	2,532 -365	-13%	-$38.4K	0.08%	81
2023 Q3	$299K	Sell	2,897 -349	-11%	-$37.4K	0.09%	75
2023 Q2	$344K	Buy	+3,246	New	+$340K	0.1%	71

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

High Falls Advisors's VYM Position: Q4 2025 in Review

High Falls Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q4 2025, selling an estimated $8.25K and leaving 1,525 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #135.

High Falls Advisors first reported a position in VYM in Q2 2023 and has held it in 10 quarters since. The position peaked at $344K in Q2 2023. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

High Falls Advisors held 1,525 shares of Vanguard High Dividend Yield ETF worth $219K as of Q4 2025.
High Falls Advisors sold 58 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $8.25K.
Vanguard High Dividend Yield ETF made up 0.04% of High Falls Advisors's portfolio in Q4 2025, its #135 holding.
High Falls Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 10 quarters since.
High Falls Advisors's Vanguard High Dividend Yield ETF position peaked at $344K in Q2 2023.
1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.