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 Q2	$5.77M	Buy	36,530 +31,380	+609%	+$4.9M	0.07%	245
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modern Wealth Management's VYM Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 609% in Q2 2026, buying an estimated $4.9M and bringing the position to 36,530 shares worth $5.77M. The position accounts for 0.07% of the portfolio, ranked #245.

Modern Wealth Management first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Modern Wealth Management held 36,530 shares of Vanguard High Dividend Yield ETF worth $5.77M as of Q2 2026.
Modern Wealth Management bought 31,380 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.9M.
Vanguard High Dividend Yield ETF made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #245 holding.
Modern Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.