Madison Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Madison Wealth Partners’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	$1.32M	Buy	8,885 +1,484	+20%	+$223K	0.21%	53
2025 Q4	$1.06M	Buy	7,401 +382	+5%	+$54.3K	0.19%	60
2025 Q3	$989K	Sell	7,019 -711	-9%	-$97.7K	0.2%	57
2025 Q2	$1.03M	Sell	7,730 -134	-2%	-$17K	0.22%	54
2025 Q1	$1.01M	Buy	7,864 +213	+3%	+$27.9K	0.25%	50
2024 Q4	$976K	Buy	7,651 +377	+5%	+$49.2K	0.27%	48
2024 Q3	$933K	Buy	+7,274	New	+$898K	0.28%	53

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 $424B AUM 22.94% 1-Year Est. Return

Madison Wealth Partners's VYM Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q1 2026, buying an estimated $223K and bringing the position to 8,885 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #53.

Madison Wealth Partners first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Madison Wealth Partners held 8,885 shares of Vanguard High Dividend Yield ETF worth $1.32M as of Q1 2026.
Madison Wealth Partners bought 1,484 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $223K.
Vanguard High Dividend Yield ETF made up 0.21% of Madison Wealth Partners's portfolio in Q1 2026, its #53 holding.
Madison Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.