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

Navigoe 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	$2K	Hold	18	–	–	﹤0.01%	246
2026 Q1	$2K	Hold	18	–	–	﹤0.01%	181
2025 Q4	$2K	Hold	18	–	–	﹤0.01%	219
2025 Q3	$2K	Sell	18 -72	-80%	-$9.89K	﹤0.01%	216
2025 Q2	$11K	Buy	+90	New	+$11.4K	0.01%	109

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

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

Navigoe Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Navigoe Wealth Management first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $11K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Navigoe Wealth Management held 18 shares of Vanguard High Dividend Yield ETF worth $2K as of Q2 2026.
Navigoe Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #246 holding.
Navigoe Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
Navigoe Wealth Management's Vanguard High Dividend Yield ETF position peaked at $11K in Q2 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.