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

Highline 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
2026
Q1 		– Sell
-364
Closed -$52.3K – 1382
2025
Q4 		$52.3K Sell
364
-371
-50% -$52.8K 0.01% 136
2025
Q3 		$104K Buy
735
+375
+104% +$51.5K 0.03% 118
2025
Q2 		$47.9K Buy
360
+3
+0.8% +$380 0.01% 149
2025
Q1 		$46.1K Buy
357
+2
+0.6% +$262 0.02% 139
2024
Q4 		$45.3K Buy
355
+3
+0.9% +$391 0.01% 134
2024
Q3 		$45.2K Buy
352
+2
+0.6% +$247 0.02% 134
2024
Q2 		$41.5K Buy
350
+3
+0.9% +$356 0.02% 134
2024
Q1 		$42K Buy
347
+2
+0.6% +$229 0.02% 143
2023
Q4 		$38.5K Buy
+345
New +$36.3K 0.02% 137

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

Highline Wealth Partners's VYM Position: Q1 2026 in Review

Highline Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 364 shares — an estimated $52.3K sold.

Highline Wealth Partners first reported a position in VYM in Q4 2023 and held it in 9 quarters. The position peaked at $104K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Highline Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 364 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $52.3K.
  • Highline Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 9 quarters.
  • Highline Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $104K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.