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 Q2	$5.77M	Buy	36,485 +5,417	+17%	+$847K	0.1%	161
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HUB Investment Partners's VYM Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q2 2026, buying an estimated $847K and bringing the position to 36,485 shares worth $5.77M. The position accounts for 0.1% of the portfolio, ranked #161.

HUB Investment Partners first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

HUB Investment Partners held 36,485 shares of Vanguard High Dividend Yield ETF worth $5.77M as of Q2 2026.
HUB Investment Partners bought 5,417 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $847K.
Vanguard High Dividend Yield ETF made up 0.1% of HUB Investment Partners's portfolio in Q2 2026, its #161 holding.
HUB Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.