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 Q2	$2.27M	Sell	14,369 -2,692	-16%	-$421K	0.02%	421
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 $1.55T 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

NewEdge Wealth's VYM Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q2 2026, selling an estimated $421K and leaving 14,369 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #421.

NewEdge Wealth first reported a position in VYM in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

NewEdge Wealth held 14,369 shares of Vanguard High Dividend Yield ETF worth $2.27M as of Q2 2026.
NewEdge Wealth sold 2,692 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $421K.
Vanguard High Dividend Yield ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #421 holding.
NewEdge Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 10 quarters since.
NewEdge Wealth's Vanguard High Dividend Yield ETF position peaked at $2.53M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.