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

Jeppson 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
2026 Q2	$237K	Hold	1,500	–	–	0.07%	213
2026 Q1	$222K	Sell	1,500 -38	-2%	-$5.71K	0.07%	210
2025 Q4	$221K	Hold	1,538	–	–	0.07%	205
2025 Q3	$217K	Hold	1,538	–	–	0.07%	202
2025 Q2	$205K	Buy	+1,538	New	+$195K	0.07%	201
2024 Q3	–	Sell	-1,838	Closed	-$218K	–	215
2024 Q2	$218K	Hold	1,838	–	–	0.08%	182
2024 Q1	$222K	Sell	1,838 -30	-2%	-$3.44K	0.09%	184
2023 Q4	$209K	Buy	+1,868	New	+$196K	0.09%	192
2020 Q4	–	Sell	-150	Closed	-$12K	–	456
2020 Q3	$12K	Buy	+150	New	+$12.3K	0.01%	380

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

Jeppson Wealth Management's VYM Position: Q2 2026 in Review

Jeppson Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,500 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #213.

Jeppson Wealth Management first reported a position in VYM in Q3 2020 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Jeppson Wealth Management held 1,500 shares of Vanguard High Dividend Yield ETF worth $237K as of Q2 2026.
Jeppson Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.07% of Jeppson Wealth Management's portfolio in Q2 2026, its #213 holding.
Jeppson Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 9 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.