Ipsen Advisor Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ipsen Advisor Group’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	$673K	Buy	4,259 +21	+0.5%	+$3.28K	0.43%	54
2026 Q1	$628K	Sell	4,238 -70	-2%	-$10.5K	0.44%	62
2025 Q4	$618K	Sell	4,308 -57	-1%	-$8.11K	0.44%	57
2025 Q3	$615K	Sell	4,365 -335	-7%	-$46K	0.44%	56
2025 Q2	$627K	Sell	4,700 -78	-2%	-$9.88K	0.48%	52
2025 Q1	$616K	Sell	4,778 -1	-0%	-$131	0.53%	49
2024 Q4	$610K	Buy	+4,779	New	+$623K	0.52%	47
2022 Q4	$691K	Buy	+6,389	New	+$680K	0.8%	30

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 22.96% 1-Year Est. Return

Ipsen Advisor Group's VYM Position: Q2 2026 in Review

Ipsen Advisor Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q2 2026, buying an estimated $3.28K and bringing the position to 4,259 shares worth $673K. The position accounts for 0.43% of the portfolio, ranked #54.

Ipsen Advisor Group first reported a position in VYM in Q4 2022 and has held it in 8 quarters since. The position peaked at $691K in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Ipsen Advisor Group held 4,259 shares of Vanguard High Dividend Yield ETF worth $673K as of Q2 2026.
Ipsen Advisor Group bought 21 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.28K.
Vanguard High Dividend Yield ETF made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #54 holding.
Ipsen Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Vanguard High Dividend Yield ETF position peaked at $691K in Q4 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.