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Nicolet Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$1.15M Buy
7,779
+1,864
+32% +$265K 0.08% 126
2025
Q3 		$834K Buy
5,915
+2,272
+62% +$312K 0.06% 154
2025
Q2 		$484K Sell
3,643
-1,320
-27% -$167K 0.04% 223
2025
Q1 		$591K Sell
4,963
-477
-9% -$62.4K 0.06% 176
2024
Q4 		$686K Buy
5,440
+740
+16% +$96.5K 0.06% 159
2024
Q3 		$600K Buy
4,700
+246
+6% +$30.4K 0.06% 176
2024
Q2 		$534K Buy
4,454
+235
+6% +$27.9K 0.05% 184
2024
Q1 		$504K Sell
4,219
-1,811
-30% -$207K 0.05% 172
2023
Q4 		$675K Sell
6,030
-3,738
-38% -$393K 0.07% 136
2023
Q3 		$988K Sell
9,768
-131
-1% -$14.1K 0.11% 100
2023
Q2 		$1.04M Sell
9,899
-768
-7% -$80.6K 0.11% 93
2023
Q1 		$1.13M Sell
10,667
-110
-1% -$11.8K 0.13% 86
2022
Q4 		$1.2M Buy
10,777
+1,542
+17% +$164K 0.16% 68
2022
Q3 		$892K Buy
9,235
+152
+2% +$15.8K 0.15% 60
2022
Q2 		$933K Buy
9,083
+549
+6% +$59.5K 0.14% 66
2022
Q1 		$968K Buy
8,534
+590
+7% +$65.8K 0.13% 65
2021
Q4 		$891K Buy
7,944
+331
+4% +$36K 0.11% 76
2021
Q3 		$787K Buy
7,613
+8
+0.1% +$846 0.1% 84
2021
Q2 		$797K Buy
7,605
+20
+0.3% +$2.1K 0.1% 78
2021
Q1 		$767K Buy
7,585
+1,395
+23% +$135K 0.11% 72
2020
Q4 		$566K Sell
6,190
-672
-10% -$58.4K 0.08% 94
2020
Q3 		$555K Sell
6,862
-677
-9% -$55.4K 0.09% 88
2020
Q2 		$594K Buy
7,539
+218
+3% +$16.9K 0.09% 101
2020
Q1 		$518K Sell
7,321
-1,583
-18% -$136K 0.09% 103
2019
Q4 		$834K Buy
8,904
+202
+2% +$18.3K 0.13% 69
2019
Q3 		$772K Sell
8,702
-144
-2% -$12.6K 0.12% 70
2019
Q2 		$773K Buy
8,846
+140
+2% +$12.1K 0.12% 64
2019
Q1 		$746K Buy
+8,706
New +$727K 0.13% 61

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nicolet Advisory Services's VYM Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 32% in Q4 2025, buying an estimated $265K and bringing the position to 7,779 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #126.

Nicolet Advisory Services first reported a position in VYM in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.2M in Q4 2022. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Nicolet Advisory Services held 7,779 shares of Vanguard High Dividend Yield ETF worth $1.15M as of Q4 2025.
  • Nicolet Advisory Services bought 1,864 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $265K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Nicolet Advisory Services's portfolio in Q4 2025, its #126 holding.
  • Nicolet Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Vanguard High Dividend Yield ETF position peaked at $1.2M in Q4 2022.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.