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 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 $1.37T 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

Jeppson Wealth Management's VYM Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q1 2026, selling an estimated $5.71K and leaving 1,500 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #210.

Jeppson Wealth Management first reported a position in VYM in Q3 2020 and has held it in 8 quarters since. The position peaked at $222K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Jeppson Wealth Management held 1,500 shares of Vanguard High Dividend Yield ETF worth $222K as of Q1 2026.
Jeppson Wealth Management sold 38 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.71K.
Vanguard High Dividend Yield ETF made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #210 holding.
Jeppson Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 8 quarters since.
Jeppson Wealth Management's Vanguard High Dividend Yield ETF position peaked at $222K in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.