NewEdge Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50M | Buy |
337,471
+5,644
| +2% | +$849K | 0.18% | 117 |
|
|
2025
Q4 | $47.6M | Buy |
331,827
+4,311
| +1% | +$613K | 0.17% | 114 |
|
|
2025
Q3 | $46.2M | Buy |
327,516
+26,272
| +9% | +$3.61M | 0.21% | 96 |
|
|
2025
Q2 | $40.2M | Buy |
301,244
+3,134
| +1% | +$397K | 0.21% | 101 |
|
|
2025
Q1 | $38.4M | Buy |
298,110
+13,101
| +5% | +$1.72M | 0.23% | 97 |
|
|
2024
Q4 | $36.4M | Buy |
285,009
+9,255
| +3% | +$1.21M | 0.22% | 95 |
|
|
2024
Q3 | $35.4M | Sell |
275,754
-3,718
| -1% | -$459K | 0.23% | 98 |
|
|
2024
Q2 | $33.1M | Buy |
279,472
+78,375
| +39% | +$9.29M | 0.24% | 93 |
|
|
2024
Q1 | $24.3M | Buy |
201,097
+12,102
| +6% | +$1.39M | 0.21% | 102 |
|
|
2023
Q4 | $21.1M | Sell |
188,995
-2,904
| -2% | -$305K | 0.2% | 112 |
|
|
2023
Q3 | $19.8M | Buy |
191,899
+8,439
| +5% | +$905K | 0.22% | 108 |
|
|
2023
Q2 | $19.5M | Sell |
183,460
-3,623
| -2% | -$380K | 0.22% | 109 |
|
|
2023
Q1 | $19.7M | Sell |
187,083
-3,195
| -2% | -$344K | 0.25% | 98 |
|
|
2022
Q4 | $11.4M | Buy |
190,278
+22,689
| +14% | +$2.41M | 0.31% | 73 |
|
|
2022
Q3 | $15.9M | Buy |
167,589
+5,411
| +3% | +$563K | 0.26% | 102 |
|
|
2022
Q2 | $16.5M | Buy |
162,178
+15,814
| +11% | +$1.71M | 0.27% | 92 |
|
|
2022
Q1 | $16.4M | Buy |
146,364
+8,669
| +6% | +$967K | 0.26% | 93 |
|
|
2021
Q4 | $15.4M | Buy |
137,695
+49,690
| +56% | +$5.41M | 0.23% | 97 |
|
|
2021
Q3 | $9.1M | Buy |
88,005
+3,734
| +4% | +$395K | 0.22% | 100 |
|
|
2021
Q2 | $8.83M | Buy |
84,271
+1,525
| +2% | +$160K | 0.23% | 96 |
|
|
2021
Q1 | $8.36M | Buy |
82,746
+5,007
| +6% | +$483K | 0.25% | 93 |
|
|
2020
Q4 | $7.11M | Buy |
77,739
+7,278
| +10% | +$632K | 0.23% | 102 |
|
|
2020
Q3 | $5.7M | Sell |
70,461
-3,697
| -5% | -$303K | 0.2% | 110 |
|
|
2020
Q2 | $5.84M | Sell |
74,158
-13,550
| -15% | -$1.05M | 0.23% | 100 |
|
|
2020
Q1 | $6.21M | Sell |
87,708
-2,026
| -2% | -$174K | 0.3% | 86 |
|
|
2019
Q4 | $8.41M | Sell |
89,734
-933
| -1% | -$84.6K | 0.33% | 80 |
|
|
2019
Q3 | $8.04M | Buy |
90,667
+8,650
| +11% | +$757K | 0.36% | 77 |
|
|
2019
Q2 | $7.17M | Buy |
82,017
+680
| +0.8% | +$58.8K | 0.44% | 59 |
|
|
2019
Q1 | $6.97M | Sell |
81,337
-375
| -0.5% | -$31.3K | 0.45% | 62 |
|
|
2018
Q4 | $6.37K | Buy |
81,712
+5,009
| +7% | +$418K | 0.41% | 59 |
|
|
2018
Q3 | $6.68M | Buy |
76,703
+4,007
| +6% | +$347K | 0.51% | 53 |
|
|
2018
Q2 | $6.04K | Buy |
72,696
+55,825
| +331% | +$4.67M | 0.55% | 45 |
|
|
2018
Q1 | $1.36M | Buy |
+16,871
| New | +$1.45M | 0.16% | 152 |
|
|
2017
Q3 | – | Sell |
-672
| Closed | -$52.5K | – | 1119 |
|
|
2017
Q2 | $52.5K | Buy |
+672
| New | +$52.3K | 0.01% | 528 |
|
Other funds holding VYM
NewEdge Advisors's VYM Position: Q1 2026 in Review
NewEdge Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q1 2026, buying an estimated $849K and bringing the position to 337,471 shares worth $50M. The position accounts for 0.18% of the portfolio, ranked #117.
NewEdge Advisors first reported a position in VYM in Q2 2017 and has held it in 34 quarters since. 2,012 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- NewEdge Advisors held 337,471 shares of Vanguard High Dividend Yield ETF worth $50M as of Q1 2026.
- NewEdge Advisors bought 5,644 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $849K.
- Vanguard High Dividend Yield ETF made up 0.18% of NewEdge Advisors's portfolio in Q1 2026, its #117 holding.
- NewEdge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 34 quarters since.
- 2,012 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.