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HUB Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HUB Investment 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 		$4.6M Buy
31,068
+13,594
+78% +$2.04M 0.11% 167
2025
Q4 		$2.51M Buy
17,474
+38
+0.2% +$5.41K 0.06% 190
2025
Q3 		$2.46M Buy
17,436
+522
+3% +$71.7K 0.08% 178
2025
Q2 		$2.25M Sell
16,914
-722
-4% -$91.5K 0.08% 177
2025
Q1 		$2.27M Buy
17,636
+2,639
+18% +$345K 0.09% 156
2024
Q4 		$1.91M Sell
14,997
-18
-0.1% -$2.35K 0.08% 155
2024
Q3 		$1.92M Sell
15,015
-374
-2% -$46.2K 0.08% 155
2024
Q2 		$1.83M Buy
15,389
+863
+6% +$102K 0.07% 158
2024
Q1 		$1.76M Buy
14,526
+5,826
+67% +$668K 0.1% 153
2023
Q4 		$971K Buy
+8,700
New +$914K 0.07% 167

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

HUB Investment Partners's VYM Position: Q1 2026 in Review

HUB Investment Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 78% in Q1 2026, buying an estimated $2.04M and bringing the position to 31,068 shares worth $4.6M. The position accounts for 0.11% of the portfolio, ranked #167.

HUB Investment Partners first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • HUB Investment Partners held 31,068 shares of Vanguard High Dividend Yield ETF worth $4.6M as of Q1 2026.
  • HUB Investment Partners bought 13,594 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.04M.
  • Vanguard High Dividend Yield ETF made up 0.11% of HUB Investment Partners's portfolio in Q1 2026, its #167 holding.
  • HUB Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.