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 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 $1.37T 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

Ipsen Advisor Group's VYM Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, selling an estimated $10.5K and leaving 4,238 shares worth $628K. The position accounts for 0.44% of the portfolio, ranked #62.

Ipsen Advisor Group first reported a position in VYM in Q4 2022 and has held it in 7 quarters since. The position peaked at $691K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Ipsen Advisor Group held 4,238 shares of Vanguard High Dividend Yield ETF worth $628K as of Q1 2026.
Ipsen Advisor Group sold 70 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $10.5K.
Vanguard High Dividend Yield ETF made up 0.44% of Ipsen Advisor Group's portfolio in Q1 2026, its #62 holding.
Ipsen Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Vanguard High Dividend Yield ETF position peaked at $691K in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.