NOI
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Newton One Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Newton One Investments’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 		$128K Sell
813
-33
-4% -$5.16K 0.03% 48
2026
Q1 		$125K Sell
846
-442
-34% -$66.5K 0.03% 49
2025
Q4 		$185K Hold
1,288
– – 0.05% 45
2025
Q3 		$182K Hold
1,288
– – 0.05% 44
2025
Q2 		$172K Sell
1,288
-360
-22% -$45.6K 0.05% 43
2025
Q1 		$213K Sell
1,648
-219
-12% -$28.7K 0.08% 40
2024
Q4 		$238K Hold
1,867
– – 0.09% 40
2024
Q3 		$239K Hold
1,867
– – 0.1% 38
2024
Q2 		$221K Sell
1,867
-226
-11% -$26.8K 0.1% 40
2024
Q1 		$253K Sell
2,093
-202
-9% -$23.1K 0.11% 37
2023
Q4 		$256K Buy
2,295
+22
+1% +$2.31K 0.12% 34
2023
Q3 		$235K Buy
2,273
+17
+0.8% +$1.82K 0.14% 35
2023
Q2 		$239K Buy
2,256
+19
+0.8% +$1.99K 0.14% 35
2023
Q1 		$236K Buy
2,237
+16
+0.7% +$1.72K 0.14% 34
2022
Q4 		$240K Hold
2,221
– – 0.16% 34
2022
Q3 		$211K Hold
2,221
– – 0.15% 30
2022
Q2 		$226K Hold
2,221
– – 0.17% 29
2022
Q1 		$249K Hold
2,221
– – 0.18% 30
2021
Q4 		$249K Buy
2,221
+18
+0.8% +$1.96K 0.18% 31
2021
Q3 		$228K Buy
2,203
+16
+0.7% +$1.69K 0.17% 30
2021
Q2 		$229K Buy
2,187
+16
+0.7% +$1.68K 0.18% 29
2021
Q1 		$220K Buy
2,171
+14
+0.6% +$1.35K 0.2% 23
2020
Q4 		$197K Buy
+2,157
New +$187K 0.19% 24

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Newton One Investments's VYM Position: Q2 2026 in Review

Newton One Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q2 2026, selling an estimated $5.16K and leaving 813 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #48.

Newton One Investments first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $256K in Q4 2023. 1,515 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Newton One Investments held 813 shares of Vanguard High Dividend Yield ETF worth $128K as of Q2 2026.
  • Newton One Investments sold 33 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.16K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Newton One Investments's portfolio in Q2 2026, its #48 holding.
  • Newton One Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Newton One Investments's Vanguard High Dividend Yield ETF position peaked at $256K in Q4 2023.
  • 1,515 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.