Iron Horse Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Iron Horse 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
2025 Q2	$35.8M	Buy	268,260 +5,493	+2%	+$696K	10.55%	1
2025 Q1	$33.9M	Buy	262,767 +8,756	+3%	+$1.15M	10.88%	1
2024 Q4	$32.4M	Buy	254,011 +8,813	+4%	+$1.15M	10.88%	1
2024 Q3	$31.4M	Buy	245,198 +11,926	+5%	+$1.47M	10.74%	1
2024 Q2	$27.7M	Buy	233,272 +5,918	+3%	+$702K	10.57%	2
2024 Q1	$27.5M	Buy	227,354 +6,483	+3%	+$743K	10.87%	1
2023 Q4	$24.7M	Buy	220,871 +8,633	+4%	+$907K	10.78%	1
2023 Q3	$21.9M	Buy	212,238 +8,850	+4%	+$950K	10.77%	1
2023 Q2	$21.6M	Buy	203,388 +4,403	+2%	+$462K	10.6%	1
2023 Q1	$21M	Buy	198,985 +5,155	+3%	+$554K	10.49%	1
2022 Q4	$21M	Buy	193,830 +116,479	+151%	+$12.4M	11.32%	1
2022 Q3	$7.34M	Sell	77,351 -129,009	-63%	-$13.4M	10.59%	1
2022 Q2	$21M	Buy	206,360 +16,733	+9%	+$1.81M	11.95%	1
2022 Q1	$21.3M	Buy	189,627 +13,929	+8%	+$1.55M	11.68%	1
2021 Q4	$19.7M	Buy	175,698 +27,484	+19%	+$2.99M	11.06%	1
2021 Q3	$15.3M	Buy	148,214 +11,467	+8%	+$1.21M	9.5%	3
2021 Q2	$14.3M	Sell	136,747 -6,465	-5%	-$679K	9.45%	2
2021 Q1	$14.5M	Buy	143,212 +5,321	+4%	+$513K	10.84%	3
2020 Q4	$12.6M	Buy	+137,891	New	+$12M	10.1%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Iron Horse Wealth Management's VYM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2025, buying an estimated $696K and bringing the position to 268,260 shares worth $35.8M. The position accounts for 10.55% of the portfolio, ranked #1.

Iron Horse Wealth Management first reported a position in VYM in Q4 2020 and has held it in 19 quarters since. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Iron Horse Wealth Management held 268,260 shares of Vanguard High Dividend Yield ETF worth $35.8M as of Q2 2025.
Iron Horse Wealth Management bought 5,493 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $696K.
Vanguard High Dividend Yield ETF made up 10.55% of Iron Horse Wealth Management's portfolio in Q2 2025, its #1 holding.
Iron Horse Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 19 quarters since.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.