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

Olistico 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	$382K	Hold	2,415	–	–	0.16%	77
2026 Q1	$358K	Hold	2,415	–	–	0.18%	75
2025 Q4	$347K	Hold	2,415	–	–	0.17%	72
2025 Q3	$340K	Hold	2,415	–	–	0.18%	75
2025 Q2	$322K	Buy	2,415 +2,315	+2,315%	+$293K	0.18%	77
2025 Q1	$311K	Sell	100 -2,315	-96%	-$303K	0.19%	82
2024 Q4	$308K	Buy	2,415 +2,315	+2,315%	+$302K	0.18%	78
2024 Q3	$12.8K	Hold	100	–	–	0.01%	234
2024 Q2	$11.9K	Buy	+100	New	+$11.9K	0.01%	236
2023 Q4	–	Sell	-5,893	Closed	-$609K	–	109
2023 Q3	$609K	Buy	5,893 +35	+0.6%	+$3.75K	0.54%	48
2023 Q2	$621K	Buy	5,858 +40	+0.7%	+$4.2K	0.53%	49
2023 Q1	$614K	Buy	5,818 +34	+0.6%	+$3.66K	0.59%	46
2022 Q4	$626K	Buy	+5,784	New	+$615K	0.68%	42

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

Olistico Wealth's VYM Position: Q2 2026 in Review

Olistico Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,415 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #77.

Olistico Wealth first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $626K in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Olistico Wealth held 2,415 shares of Vanguard High Dividend Yield ETF worth $382K as of Q2 2026.
Olistico Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.16% of Olistico Wealth's portfolio in Q2 2026, its #77 holding.
Olistico Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
Olistico Wealth's Vanguard High Dividend Yield ETF position peaked at $626K in Q4 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.