IFWM
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Institute for Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Institute for Wealth Management’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 		$429K Buy
2,712
+122
+5% +$19.1K 0.04% 358
2026
Q1 		$384K Buy
2,590
+122
+5% +$18.3K 0.04% 370
2025
Q4 		$354K Buy
2,468
+64
+3% +$9.1K 0.04% 393
2025
Q3 		$339K Buy
2,404
+16
+0.7% +$2.2K 0.04% 425
2025
Q2 		$318K Sell
2,388
-1,255
-34% -$159K 0.04% 420
2025
Q1 		$470K Buy
3,643
+1,108
+44% +$145K 0.06% 303
2024
Q4 		$323K Sell
2,535
-206
-8% -$26.9K 0.04% 383
2024
Q3 		$351K Sell
2,741
-188
-6% -$23.2K 0.04% 374
2024
Q2 		$347K Sell
2,929
-190
-6% -$22.5K 0.05% 362
2024
Q1 		$377K Buy
3,119
+212
+7% +$24.3K 0.05% 338
2023
Q4 		$324K Buy
2,907
+106
+4% +$11.1K 0.05% 357
2023
Q3 		$289K Sell
2,801
-1,187
-30% -$127K 0.05% 359
2023
Q2 		$423K Sell
3,988
-35
-0.9% -$3.67K 0.07% 295
2023
Q1 		$424K Sell
4,023
-1
-0% -$108 0.08% 287
2022
Q4 		$435K Buy
4,024
+27
+0.7% +$2.87K 0.09% 285
2022
Q3 		$379K Buy
3,997
+35
+0.9% +$3.64K 0.09% 288
2022
Q2 		$403K Buy
3,962
+87
+2% +$9.43K 0.08% 324
2022
Q1 		$435K Buy
3,875
+413
+12% +$46.1K 0.07% 323
2021
Q4 		$388K Sell
3,462
-15
-0.4% -$1.63K 0.06% 322
2021
Q3 		$359K Buy
3,477
+485
+16% +$51.3K 0.06% 338
2021
Q2 		$313K Buy
+2,992
New +$314K 0.06% 364
2020
Q3 		– Sell
-3,530
Closed -$278K – 450
2020
Q2 		$278K Sell
3,530
-169
-5% -$13.1K 0.07% 334
2020
Q1 		$262K Buy
3,699
+1,563
+73% +$134K 0.08% 306
2019
Q4 		$200K Buy
+2,136
New +$194K 0.05% 425
2018
Q1 		– Sell
-5,111
Closed -$437K – 399
2017
Q4 		$437K Sell
5,111
-6,657
-57% -$557K 0.1% 248
2017
Q3 		$952K Sell
11,768
-775
-6% -$61.5K 0.31% 107
2017
Q2 		$978K Buy
+12,543
New +$977K 0.27% 120

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's VYM Position: Q2 2026 in Review

Institute for Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,712 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #358.

Institute for Wealth Management first reported a position in VYM in Q2 2017 and has held it in 27 quarters since. The position peaked at $978K in Q2 2017. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Institute for Wealth Management held 2,712 shares of Vanguard High Dividend Yield ETF worth $429K as of Q2 2026.
  • Institute for Wealth Management bought 122 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $19.1K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Institute for Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 27 quarters since.
  • Institute for Wealth Management's Vanguard High Dividend Yield ETF position peaked at $978K in Q2 2017.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.