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

Litman Gregory 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 Q4	$62.4K	Buy	+435	New	+$61.9K	﹤0.01%	220
2021 Q2	–	Sell	-582	Closed	-$59K	–	188
2021 Q1	$59K	Hold	582	–	–	0.01%	95
2020 Q4	$53K	Sell	582 -325	-36%	-$28.2K	0.01%	95
2020 Q3	$73K	Sell	907 -200	-18%	-$16.4K	0.02%	81
2020 Q2	$87K	Hold	1,107	–	–	0.02%	76
2020 Q1	$78K	Buy	1,107 +607	+121%	+$52.2K	0.02%	69
2019 Q4	$47K	Buy	+500	New	+$45.3K	0.01%	95

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Litman Gregory Wealth Management's VYM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2025: 435 shares worth $62.4K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in VYM as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in VYM in Q4 2019 and has held it in 7 quarters since. The position peaked at $87K in Q2 2020. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Litman Gregory Wealth Management held 435 shares of Vanguard High Dividend Yield ETF worth $62.4K as of Q4 2025.
Vanguard High Dividend Yield ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #220 holding.
Litman Gregory Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 7 quarters since.
Litman Gregory Wealth Management's Vanguard High Dividend Yield ETF position peaked at $87K in Q2 2020.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.