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John A. Wolfe & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

John A. Wolfe & Associates’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 		$1.41M Sell
8,892
-9,318
-51% -$1.46M 1.94% 12
2026
Q1 		$1.74M Buy
18,210
+9,113
+100% +$1.37M 2.67% 8
2025
Q4 		$1.31M Buy
+9,097
New +$1.29M 0.71% 15

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John A. Wolfe & Associates's VYM Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 51% in Q2 2026, selling an estimated $1.46M and leaving 8,892 shares worth $1.41M. The position accounts for 1.94% of the portfolio, ranked #12.

John A. Wolfe & Associates first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q1 2026. 2,050 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • John A. Wolfe & Associates held 8,892 shares of Vanguard High Dividend Yield ETF worth $1.41M as of Q2 2026.
  • John A. Wolfe & Associates sold 9,318 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.46M.
  • Vanguard High Dividend Yield ETF made up 1.94% of John A. Wolfe & Associates's portfolio in Q2 2026, its #12 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's Vanguard High Dividend Yield ETF position peaked at $1.74M in Q1 2026.
  • 2,050 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.