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Newbridge Financial Services Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Newbridge Financial Services Group’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 		$37.4K Hold
237
– – ﹤0.01% 557
2026
Q1 		$35.1K Hold
237
– – 0.01% 512
2025
Q4 		$34K Hold
237
– – 0.01% 520
2025
Q3 		$33.4K Hold
237
– – 0.01% 610
2025
Q2 		$31.5K Hold
237
– – 0.01% 601
2025
Q1 		$30.5K Sell
237
-179
-43% -$23.4K 0.01% 470
2024
Q4 		$53.1K Buy
+416
New +$54.2K 0.01% 392
2024
Q3 		– Sell
-466
Closed -$55.3K – 1108
2024
Q2 		$55.3K Sell
466
-69
-13% -$8.18K 0.02% 359
2024
Q1 		$64.8K Hold
535
– – 0.03% 354
2023
Q4 		$59.7K Sell
535
-340
-39% -$35.7K 0.03% 354
2023
Q3 		$90.4K Buy
875
+94
+12% +$10.1K 0.05% 319
2023
Q2 		$82.8K Sell
781
-50
-6% -$5.24K 0.04% 349
2023
Q1 		$87.7K Buy
831
+77
+10% +$8.28K 0.05% 340
2022
Q4 		$81.5K Buy
754
+249
+49% +$26.5K 0.05% 343
2022
Q3 		$48K Buy
505
+23
+5% +$2.39K 0.03% 465
2022
Q2 		$49K Buy
482
+2
+0.4% +$217 0.03% 409
2022
Q1 		$54K Buy
480
+1
+0.2% +$112 0.03% 463
2021
Q4 		$54K Buy
479
+70
+17% +$7.62K 0.03% 444
2021
Q3 		$42K Buy
409
+321
+365% +$33.9K 0.03% 467
2021
Q2 		$9K Buy
+88
New +$9.24K 0.01% 1022

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Newbridge Financial Services Group's VYM Position: Q2 2026 in Review

Newbridge Financial Services Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 237 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Newbridge Financial Services Group first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $90.4K in Q3 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Newbridge Financial Services Group held 237 shares of Vanguard High Dividend Yield ETF worth $37.4K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #557 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's Vanguard High Dividend Yield ETF position peaked at $90.4K in Q3 2023.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.