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INVST’s Vanguard High Dividend Yield ETF VYM Stock Holding History

INVST’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 		$498K Sell
3,362
-5,456
-62% -$820K 0.06% 252
2025
Q4 		$1.27M Sell
8,818
-415
-4% -$59K 0.14% 127
2025
Q3 		$1.3M Buy
9,233
+889
+11% +$122K 0.15% 118
2025
Q2 		$1.11M Buy
8,344
+14
+0.2% +$1.77K 0.14% 130
2025
Q1 		$1.07M Buy
8,330
+238
+3% +$31.2K 0.15% 120
2024
Q4 		$1.03M Sell
8,092
-2,814
-26% -$367K 0.13% 113
2024
Q3 		$1.4M Sell
10,906
-2,814
-21% -$347K 0.17% 84
2024
Q2 		$1.62M Sell
13,720
-1,661
-11% -$197K 0.18% 78
2024
Q1 		$1.85M Sell
15,381
-1,011
-6% -$116K 0.22% 73
2023
Q4 		$1.85M Sell
16,392
-644
-4% -$67.7K 0.24% 65
2023
Q3 		$1.76M Buy
17,036
+9,634
+130% +$1.03M 0.25% 57
2023
Q2 		$785K Buy
+7,402
New +$776K 0.11% 105

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

INVST's VYM Position: Q1 2026 in Review

INVST reduced its Vanguard High Dividend Yield ETF (VYM) stake by 62% in Q1 2026, selling an estimated $820K and leaving 3,362 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #252.

INVST first reported a position in VYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • INVST held 3,362 shares of Vanguard High Dividend Yield ETF worth $498K as of Q1 2026.
  • INVST sold 5,456 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $820K.
  • Vanguard High Dividend Yield ETF made up 0.06% of INVST's portfolio in Q1 2026, its #252 holding.
  • INVST first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 12 quarters since.
  • INVST's Vanguard High Dividend Yield ETF position peaked at $1.85M in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.