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Regatta Research & Money Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Regatta Research & Money 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 		$133K Buy
+842
New +$132K 0.13% 151

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Regatta Research & Money Management's VYM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 842 shares worth $133K. The stake represents 0.13% of the portfolio and ranks #151 among its holdings.

1,763 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Regatta Research & Money Management held 842 shares of Vanguard High Dividend Yield ETF worth $133K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.13% of Regatta Research & Money Management's portfolio in Q2 2026, its #151 holding.
  • 1,763 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.