Modera Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.18M | Sell |
51,778
-974
| -2% | -$152K | 0.09% | 149 |
|
|
2026
Q1 | $7.81M | Sell |
52,752
-706
| -1% | -$106K | 0.09% | 144 |
|
|
2025
Q4 | $7.67M | Sell |
53,458
-884
| -2% | -$126K | 0.09% | 146 |
|
|
2025
Q3 | $7.66M | Buy |
54,342
+2,057
| +4% | +$283K | 0.09% | 150 |
|
|
2025
Q2 | $6.97M | Buy |
52,285
+367
| +0.7% | +$46.5K | 0.09% | 155 |
|
|
2025
Q1 | $6.7M | Sell |
51,918
-1,521
| -3% | -$199K | 0.09% | 149 |
|
|
2024
Q4 | $6.82M | Buy |
53,439
+1,667
| +3% | +$217K | 0.08% | 149 |
|
|
2024
Q3 | $6.64M | Sell |
51,772
-1,558
| -3% | -$192K | 0.08% | 142 |
|
|
2024
Q2 | $6.32M | Sell |
53,330
-944
| -2% | -$112K | 0.09% | 135 |
|
|
2024
Q1 | $6.57M | Sell |
54,274
-2,203
| -4% | -$252K | 0.1% | 133 |
|
|
2023
Q4 | $6.3M | Sell |
56,477
-931
| -2% | -$97.8K | 0.1% | 130 |
|
|
2023
Q3 | $5.93M | Sell |
57,408
-2,429
| -4% | -$261K | 0.11% | 130 |
|
|
2023
Q2 | $6.35M | Buy |
59,837
+46,858
| +361% | +$4.91M | 0.12% | 130 |
|
|
2023
Q1 | $1.37M | Sell |
12,979
-2,221
| -15% | -$239K | 0.05% | 125 |
|
|
2022
Q4 | $1.64M | Buy |
15,200
+1,554
| +11% | +$165K | 0.07% | 102 |
|
|
2022
Q3 | $1.29M | Sell |
13,646
-3,364
| -20% | -$350K | 0.07% | 115 |
|
|
2022
Q2 | $1.73M | Sell |
17,010
-4,152
| -20% | -$450K | 0.08% | 101 |
|
|
2022
Q1 | $2.38M | Sell |
21,162
-1,327
| -6% | -$148K | 0.11% | 91 |
|
|
2021
Q4 | $2.52M | Buy |
22,489
+16,213
| +258% | +$1.76M | 0.1% | 105 |
|
|
2021
Q3 | $649K | Buy |
6,276
+7
| +0.1% | +$740 | 0.03% | 132 |
|
|
2021
Q2 | $657K | Buy |
6,269
+4
| +0.1% | +$420 | 0.04% | 129 |
|
|
2021
Q1 | $633K | Sell |
6,265
-1,009
| -14% | -$97.3K | 0.04% | 123 |
|
|
2020
Q4 | $665K | Sell |
7,274
-447
| -6% | -$38.8K | 0.05% | 119 |
|
|
2020
Q3 | $625K | Buy |
7,721
+333
| +5% | +$27.3K | 0.09% | 75 |
|
|
2020
Q2 | $582K | Sell |
7,388
-95
| -1% | -$7.39K | 0.09% | 76 |
|
|
2020
Q1 | $529K | Buy |
7,483
+74
| +1% | +$6.36K | 0.11% | 78 |
|
|
2019
Q4 | $694K | Sell |
7,409
-66
| -0.9% | -$5.99K | 0.11% | 65 |
|
|
2019
Q3 | $663K | Sell |
7,475
-138
| -2% | -$12.1K | 0.11% | 64 |
|
|
2019
Q2 | $665K | Buy |
7,613
+8
| +0.1% | +$692 | 0.12% | 63 |
|
|
2019
Q1 | $651K | Buy |
7,605
+9
| +0.1% | +$752 | 0.12% | 64 |
|
|
2018
Q4 | $592K | Buy |
7,596
+22
| +0.3% | +$1.83K | 0.12% | 63 |
|
|
2018
Q3 | $660K | Sell |
7,574
-287
| -4% | -$24.8K | 0.13% | 61 |
|
|
2018
Q2 | $653K | Buy |
7,861
+12
| +0.2% | +$1K | 0.14% | 62 |
|
|
2018
Q1 | $647K | Sell |
7,849
-922
| -11% | -$79.3K | 0.13% | 61 |
|
|
2017
Q4 | $751K | Sell |
8,771
-569
| -6% | -$47.6K | 0.16% | 55 |
|
|
2017
Q3 | $757K | Sell |
9,340
-2,913
| -24% | -$231K | 0.17% | 52 |
|
|
2017
Q2 | $958K | Sell |
12,253
-2,658
| -18% | -$207K | 0.23% | 36 |
|
|
2017
Q1 | $1.16M | Sell |
14,911
-3,043
| -17% | -$235K | 0.29% | 33 |
|
|
2016
Q4 | $1.36M | Sell |
17,954
-10,496
| -37% | -$770K | 0.46% | 26 |
|
|
2016
Q3 | $2.05M | Buy |
28,450
+10,774
| +61% | +$783K | 0.69% | 16 |
|
|
2016
Q2 | $1.26M | Sell |
17,676
-10,894
| -38% | -$761K | 0.44% | 26 |
|
|
2016
Q1 | $1.97M | Buy |
+28,570
| New | +$1.87M | 0.69% | 17 |
|
Other funds holding VYM
Modera Wealth Management's VYM Position: Q2 2026 in Review
Modera Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $152K and leaving 51,778 shares worth $8.18M. The position accounts for 0.09% of the portfolio, ranked #149.
Modera Wealth Management first reported a position in VYM in Q1 2016 and has held it in 42 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Modera Wealth Management held 51,778 shares of Vanguard High Dividend Yield ETF worth $8.18M as of Q2 2026.
- Modera Wealth Management sold 974 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $152K.
- Vanguard High Dividend Yield ETF made up 0.09% of Modera Wealth Management's portfolio in Q2 2026, its #149 holding.
- Modera Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 42 quarters since.
- 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.