Next Level Private’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Next Level Private’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	$632K	Sell	3,996 -165	-4%	-$25.8K	0.12%	105
2026 Q1	$616K	Buy	4,161 +121	+3%	+$18.2K	0.14%	98
2025 Q4	$580K	Buy	4,040 +48	+1%	+$6.83K	0.15%	95
2025 Q3	$564K	Sell	3,992 -35	-0.9%	-$4.81K	0.16%	93
2025 Q2	$537K	Buy	4,027 +248	+7%	+$31.4K	0.17%	86
2025 Q1	$487K	Buy	3,779 +13	+0.3%	+$1.7K	0.18%	85
2024 Q4	$481K	Buy	3,766 +15	+0.4%	+$1.96K	0.19%	81
2024 Q3	$481K	Buy	3,751 +13	+0.3%	+$1.6K	0.2%	80
2024 Q2	$443K	Buy	3,738 +17	+0.5%	+$2.02K	0.2%	78
2024 Q1	$450K	Buy	3,721 +10	+0.3%	+$1.15K	0.21%	81
2023 Q4	$414K	Buy	3,711 +19	+0.5%	+$2K	0.23%	65
2023 Q3	$377K	Buy	3,692 +248	+7%	+$26.6K	0.25%	64
2023 Q2	$363K	Buy	+3,444	New	+$361K	0.24%	71
2022 Q2	–	Sell	-1,780	Closed	-$200K	–	188
2022 Q1	$200K	Buy	+1,780	New	+$199K	0.16%	86

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

Next Level Private's VYM Position: Q2 2026 in Review

Next Level Private reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4% in Q2 2026, selling an estimated $25.8K and leaving 3,996 shares worth $632K. The position accounts for 0.12% of the portfolio, ranked #105.

Next Level Private first reported a position in VYM in Q1 2022 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Next Level Private held 3,996 shares of Vanguard High Dividend Yield ETF worth $632K as of Q2 2026.
Next Level Private sold 165 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $25.8K.
Vanguard High Dividend Yield ETF made up 0.12% of Next Level Private's portfolio in Q2 2026, its #105 holding.
Next Level Private first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 14 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.