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

Moller 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 Q2	$253K	Sell	1,602 -887	-36%	-$139K	0.05%	68
2026 Q1	$369K	Buy	2,489 +12	+0.5%	+$1.8K	0.07%	53
2025 Q4	$356K	Sell	2,477 -2,286	-48%	-$325K	0.07%	52
2025 Q3	$671K	Sell	4,763 -1,250	-21%	-$172K	0.14%	41
2025 Q2	$802K	Sell	6,013 -4,676	-44%	-$592K	0.18%	39
2025 Q1	$1.38M	Buy	10,689 +193	+2%	+$25.3K	0.34%	32
2024 Q4	$1.34M	Buy	10,496 +3,953	+60%	+$515K	0.35%	30
2024 Q3	$839K	Buy	6,543 +2,818	+76%	+$348K	0.21%	35
2024 Q2	$442K	Buy	+3,725	New	+$442K	0.12%	42

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

Moller Wealth Partners's VYM Position: Q2 2026 in Review

Moller Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 36% in Q2 2026, selling an estimated $139K and leaving 1,602 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #68.

Moller Wealth Partners first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Moller Wealth Partners held 1,602 shares of Vanguard High Dividend Yield ETF worth $253K as of Q2 2026.
Moller Wealth Partners sold 887 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $139K.
Vanguard High Dividend Yield ETF made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #68 holding.
Moller Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
Moller Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $1.38M in Q1 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.