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IIC
Integrated Investment Consultants’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Integrated Investment Consultants’s Portfolio
VYM Stock Details
VYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$631K
Sell
4,259
-8,548
-67%
-$1.29M
0.13%
104
2025
Q4
$1.84M
Hold
12,807
–
–
0.36%
53
2025
Q3
$1.81M
Sell
12,807
-75
-0.6%
-$10.3K
0.31%
50
2025
Q2
$1.72M
Hold
12,882
–
–
0.34%
48
2025
Q1
$1.66M
Hold
12,882
–
–
0.33%
56
2024
Q4
$1.64M
Sell
12,882
-94,998
-88%
-$12.4M
0.34%
59
2024
Q3
$1.75M
Buy
107,880
+94,998
+737%
+$11.7M
0.38%
40
2024
Q2
$1.56M
Hold
12,882
–
–
0.43%
38
2024
Q1
$1.56M
Sell
12,882
-3,714
-22%
-$426K
0.43%
38
2023
Q4
$1.85M
Hold
16,596
–
–
0.59%
29
2023
Q3
$1.71M
Hold
16,596
–
–
0.62%
28
2023
Q2
$1.76M
Hold
16,596
–
–
0.56%
32
2023
Q1
$1.75M
Hold
16,596
–
–
0.55%
30
2022
Q4
$1.8M
Buy
16,596
+660
+4%
+$70.2K
0.61%
31
2022
Q3
$1.51M
Buy
+15,936
New
+$1.66M
0.6%
29
2018
Q2
–
Sell
-1,311
Closed
-$108K
–
694
2018
Q1
$108K
Buy
+1,311
New
+$113K
0.04%
318
Other funds holding VYM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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