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

NewEdge Wealth’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 Q1	$2.53M	Buy	17,061 +4,595	+37%	+$691K	0.03%	365
2025 Q4	$1.79M	Buy	12,466 +2,133	+21%	+$303K	0.02%	480
2025 Q3	$1.45M	Buy	10,333 +1,688	+20%	+$232K	0.02%	472
2025 Q2	$1.16M	Buy	8,645 +4,497	+108%	+$570K	0.02%	498
2025 Q1	$535K	Buy	4,148 +955	+30%	+$125K	0.01%	630
2024 Q4	$407K	Buy	3,193 +1,244	+64%	+$162K	0.01%	680
2024 Q3	$250K	Buy	+1,949	New	+$241K	﹤0.01%	775
2023 Q3	–	Sell	-1,983	Closed	-$210K	–	678
2023 Q2	$210K	Sell	1,983 -1,020	-34%	-$107K	0.01%	598
2023 Q1	$317K	Buy	+3,003	New	+$323K	0.01%	495

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Wealth's VYM Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q1 2026, buying an estimated $691K and bringing the position to 17,061 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #365.

NewEdge Wealth first reported a position in VYM in Q1 2023 and has held it in 9 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

NewEdge Wealth held 17,061 shares of Vanguard High Dividend Yield ETF worth $2.53M as of Q1 2026.
NewEdge Wealth bought 4,595 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $691K.
Vanguard High Dividend Yield ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #365 holding.
NewEdge Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 9 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.