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

Marcum Wealth’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
Q1 		$946K Sell
7,335
-644
-8% -$84.3K 0.08% 119
2024
Q4 		$1.02M Sell
7,979
-60
-0.7% -$7.82K 0.09% 113
2024
Q3 		$1.03M Sell
8,039
-163
-2% -$20.1K 0.1% 106
2024
Q2 		$973K Sell
8,202
-1,467
-15% -$174K 0.1% 107
2024
Q1 		$1.17M Sell
9,669
-1,029
-10% -$118K 0.12% 89
2023
Q4 		$1.19M Sell
10,698
-833
-7% -$87.5K 0.13% 85
2023
Q3 		$1.19M Sell
11,531
-1,773
-13% -$190K 0.14% 81
2023
Q2 		$1.41M Sell
13,304
-667
-5% -$70K 0.17% 67
2023
Q1 		$1.47M Sell
13,971
-742
-5% -$79.8K 0.18% 65
2022
Q4 		$1.59M Sell
14,713
-93
-0.6% -$9.9K 0.21% 55
2022
Q3 		$1.41M Sell
14,806
-170
-1% -$17.7K 0.21% 59
2022
Q2 		$1.52M Sell
14,976
-1,317
-8% -$143K 0.23% 57
2022
Q1 		$1.83M Sell
16,293
-186
-1% -$20.7K 0.25% 50
2021
Q4 		$1.85M Sell
16,479
-1,287
-7% -$140K 0.26% 53
2021
Q3 		$1.84M Buy
17,766
+4,046
+29% +$428K 0.29% 45
2021
Q2 		$1.44M Sell
13,720
-8,768
-39% -$921K 0.23% 56
2021
Q1 		$2.27M Sell
22,488
-3,874
-15% -$374K 0.37% 31
2020
Q4 		$2.41M Sell
26,362
-8,123
-24% -$706K 0.57% 21
2020
Q3 		$2.79M Sell
34,485
-513
-1% -$42K 0.86% 18
2020
Q2 		$2.76M Buy
+34,998
New +$2.72M 0.85% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marcum Wealth's VYM Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.1% in Q1 2025, selling an estimated $84.3K and leaving 7,335 shares worth $946K. The position accounts for 0.08% of the portfolio, ranked #119.

Marcum Wealth first reported a position in VYM in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.79M in Q3 2020. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Marcum Wealth held 7,335 shares of Vanguard High Dividend Yield ETF worth $946K as of Q1 2025.
  • Marcum Wealth sold 644 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $84.3K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #119 holding.
  • Marcum Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 20 quarters since.
  • Marcum Wealth's Vanguard High Dividend Yield ETF position peaked at $2.79M in Q3 2020.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.