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L. Roy Papp & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

L. Roy Papp & 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 		$460K Sell
2,908
-218
-7% -$34.1K 0.05% 140
2026
Q1 		$463K Sell
3,126
-65
-2% -$9.77K 0.05% 134
2025
Q4 		$458K Hold
3,191
– – 0.05% 138
2025
Q3 		$450K Buy
3,191
+300
+10% +$41.2K 0.05% 136
2025
Q2 		$385K Sell
2,891
-300
-9% -$38K 0.05% 138
2025
Q1 		$412K Sell
3,191
-22
-0.7% -$2.88K 0.05% 134
2024
Q4 		$410K Hold
3,213
– – 0.05% 136
2024
Q3 		$412K Hold
3,213
– – 0.05% 135
2024
Q2 		$381K Hold
3,213
– – 0.05% 134
2024
Q1 		$389K Sell
3,213
-1
-0% -$115 0.05% 134
2023
Q4 		$359K Sell
3,214
-434
-12% -$45.6K 0.04% 138
2023
Q3 		$377K Sell
3,648
-240
-6% -$25.8K 0.05% 129
2023
Q2 		$412K Hold
3,888
– – 0.05% 128
2023
Q1 		$410K Hold
3,888
– – 0.06% 128
2022
Q4 		$421K Buy
3,888
+10
+0.3% +$1.06K 0.06% 124
2022
Q3 		$368K Hold
3,878
– – 0.06% 132
2022
Q2 		$394K Buy
3,878
+118
+3% +$12.8K 0.06% 129
2022
Q1 		$422K Buy
3,760
+668
+22% +$74.5K 0.05% 135
2021
Q4 		$347K Sell
3,092
-427
-12% -$46.5K 0.04% 151
2021
Q3 		$364K Buy
3,519
+232
+7% +$24.5K 0.05% 145
2021
Q2 		$344K Buy
3,287
+194
+6% +$20.4K 0.04% 150
2021
Q1 		$313K Sell
3,093
-259
-8% -$25K 0.04% 149
2020
Q4 		$307K Hold
3,352
– – 0.04% 154
2020
Q3 		$271K Hold
3,352
– – 0.03% 149
2020
Q2 		$264K Sell
3,352
-685
-17% -$53.3K 0.04% 145
2020
Q1 		$286K Buy
4,037
+70
+2% +$6.01K 0.05% 137
2019
Q4 		$372K Buy
3,967
+14
+0.4% +$1.27K 0.05% 141
2019
Q3 		$351K Buy
3,953
+15
+0.4% +$1.31K 0.06% 135
2019
Q2 		$344K Buy
3,938
+471
+14% +$40.7K 0.05% 138
2019
Q1 		$297K Buy
+3,467
New +$290K 0.05% 129

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 22.9% 1-Year Est. Return

L. Roy Papp & Associates's VYM Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7% in Q2 2026, selling an estimated $34.1K and leaving 2,908 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #140.

L. Roy Papp & Associates first reported a position in VYM in Q1 2019 and has held it in 30 quarters since. The position peaked at $463K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • L. Roy Papp & Associates held 2,908 shares of Vanguard High Dividend Yield ETF worth $460K as of Q2 2026.
  • L. Roy Papp & Associates sold 218 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $34.1K.
  • Vanguard High Dividend Yield ETF made up 0.05% of L. Roy Papp & Associates's portfolio in Q2 2026, its #140 holding.
  • L. Roy Papp & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 30 quarters since.
  • L. Roy Papp & Associates's Vanguard High Dividend Yield ETF position peaked at $463K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.