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

Obermeyer Wealth Partners’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 		$2.84M Sell
19,202
-218
-1% -$32.8K 0.13% 64
2025
Q4 		$2.79M Buy
19,420
+859
+5% +$122K 0.13% 63
2025
Q3 		$2.62M Hold
18,561
– – 0.12% 62
2025
Q2 		$2.47M Sell
18,561
-1,428
-7% -$181K 0.12% 63
2025
Q1 		$2.58M Buy
19,989
+1,597
+9% +$209K 0.14% 60
2024
Q4 		$2.35M Buy
18,392
+763
+4% +$99.5K 0.12% 64
2024
Q3 		$2.26M Hold
17,629
– – 0.12% 67
2024
Q2 		$2.09M Sell
17,629
-300
-2% -$35.6K 0.12% 70
2024
Q1 		$2.17M Buy
17,929
+964
+6% +$110K 0.13% 65
2023
Q4 		$1.89M Hold
16,965
– – 0.13% 53
2023
Q3 		$1.75M Hold
16,965
– – 0.13% 49
2023
Q2 		$1.8M Buy
16,965
+93
+0.6% +$9.76K 0.13% 52
2023
Q1 		$1.78M Hold
16,872
– – 0.13% 54
2022
Q4 		$1.83M Hold
16,872
– – 0.14% 55
2022
Q3 		$1.6M Buy
16,872
+101
+0.6% +$10.5K 0.13% 55
2022
Q2 		$1.71M Buy
16,771
+3,493
+26% +$379K 0.13% 54
2022
Q1 		$1.49M Buy
13,278
+880
+7% +$98.1K 0.09% 64
2021
Q4 		$1.39M Buy
12,398
+943
+8% +$103K 0.07% 63
2021
Q3 		$1.18M Buy
11,455
+2,328
+26% +$246K 0.07% 66
2021
Q2 		$956K Hold
9,127
– – 0.05% 84
2021
Q1 		$923K Buy
9,127
+1,270
+16% +$123K 0.06% 81
2020
Q4 		$719K Hold
7,857
– – 0.05% 71
2020
Q3 		$636K Buy
7,857
+742
+10% +$60.8K 0.05% 72
2020
Q2 		$561K Hold
7,115
– – 0.05% 71
2020
Q1 		$503K Hold
7,115
– – 0.05% 67
2019
Q4 		$667K Hold
7,115
– – 0.06% 69
2019
Q3 		$631K Hold
7,115
– – 0.06% 67
2019
Q2 		$622K Hold
7,115
– – 0.06% 69
2019
Q1 		$609K Buy
7,115
+3,915
+122% +$327K 0.06% 68
2018
Q4 		$250K Buy
+3,200
New +$267K 0.03% 98

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's VYM Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, selling an estimated $32.8K and leaving 19,202 shares worth $2.84M. The position accounts for 0.13% of the portfolio, ranked #64.

Obermeyer Wealth Partners first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Obermeyer Wealth Partners held 19,202 shares of Vanguard High Dividend Yield ETF worth $2.84M as of Q1 2026.
  • Obermeyer Wealth Partners sold 218 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $32.8K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #64 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.