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

Modern 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
2026 Q1	$762K	Sell	5,150 -319	-6%	-$48K	0.01%	481
2025 Q4	$785K	Buy	5,469 +56	+1%	+$7.96K	0.01%	448
2025 Q3	$763K	Sell	5,413 -72	-1%	-$9.89K	0.02%	437
2025 Q2	$731K	Buy	5,485 +82	+2%	+$10.4K	0.02%	419
2025 Q1	$697K	Buy	5,403 +1,045	+24%	+$137K	0.02%	363
2024 Q4	$556K	Buy	+4,358	New	+$568K	0.02%	346

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 $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's VYM Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.8% in Q1 2026, selling an estimated $48K and leaving 5,150 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #481.

Modern Wealth Management first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $785K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Modern Wealth Management held 5,150 shares of Vanguard High Dividend Yield ETF worth $762K as of Q1 2026.
Modern Wealth Management sold 319 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $48K.
Vanguard High Dividend Yield ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #481 holding.
Modern Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's Vanguard High Dividend Yield ETF position peaked at $785K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.