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Ingalls & Snyder LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ingalls & Snyder LLC’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 		$438K Hold
2,960
– – 0.02% 318
2025
Q4 		$425K Hold
2,960
– – 0.02% 316
2025
Q3 		$417K Hold
2,960
– – 0.01% 319
2025
Q2 		$395K Hold
2,960
– – 0.01% 318
2025
Q1 		$382K Hold
2,960
– – 0.01% 329
2024
Q4 		$378K Sell
2,960
-75
-2% -$9.78K 0.01% 328
2024
Q3 		$389K Hold
3,035
– – 0.02% 330
2024
Q2 		$360K Hold
3,035
– – 0.02% 322
2024
Q1 		$367K Hold
3,035
– – 0.02% 327
2023
Q4 		$339K Hold
3,035
– – 0.02% 333
2023
Q3 		$314K Hold
3,035
– – 0.02% 333
2023
Q2 		$322K Sell
3,035
-250
-8% -$26.2K 0.02% 344
2023
Q1 		$347K Hold
3,285
– – 0.02% 322
2022
Q4 		$355K Hold
3,285
– – 0.02% 324
2022
Q3 		$312K Hold
3,285
– – 0.02% 334
2022
Q2 		$334K Buy
3,285
+500
+18% +$54.2K 0.02% 333
2022
Q1 		$313K Buy
+2,785
New +$311K 0.01% 367
2017
Q4 		– Sell
-2,675
Closed -$217K – 422
2017
Q3 		$217K Hold
2,675
– – 0.01% 329
2017
Q2 		$209K Sell
2,675
-406
-13% -$31.6K 0.01% 332
2017
Q1 		$239K Sell
3,081
-290
-9% -$22.4K 0.01% 349
2016
Q4 		$255K Buy
3,371
+290
+9% +$21.3K 0.01% 339
2016
Q3 		$222K Hold
3,081
– – 0.01% 361
2016
Q2 		$220K Buy
+3,081
New +$215K 0.01% 372

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

Ingalls & Snyder LLC's VYM Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,960 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #318.

Ingalls & Snyder LLC first reported a position in VYM in Q2 2016 and has held it in 23 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Ingalls & Snyder LLC held 2,960 shares of Vanguard High Dividend Yield ETF worth $438K as of Q1 2026.
  • Ingalls & Snyder LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #318 holding.
  • Ingalls & Snyder LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 23 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.