Onyx Bridge Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Onyx Bridge Wealth Group’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	$6.26M	Sell	39,615 -2,021	-5%	-$316K	0.56%	38
2026 Q1	$6.17M	Buy	41,636 +2,748	+7%	+$413K	0.66%	38
2025 Q4	$5.58M	Buy	38,888 +2,433	+7%	+$346K	0.59%	44
2025 Q3	$5.14M	Buy	36,455 +182	+0.5%	+$25K	0.56%	45
2025 Q2	$4.84M	Sell	36,273 -1,422	-4%	-$180K	0.64%	37
2025 Q1	$4.86M	Buy	37,695 +3,321	+10%	+$435K	0.7%	37
2024 Q4	$4.39M	Buy	34,374 +2,933	+9%	+$382K	0.63%	38
2024 Q3	$4.03M	Buy	31,441 +6,782	+28%	+$837K	0.61%	37
2024 Q2	$2.92M	Buy	24,659 +988	+4%	+$117K	0.48%	44
2024 Q1	$2.78M	Sell	23,671 -74	-0.3%	-$8.48K	0.5%	43
2023 Q4	$2.65M	Buy	23,745 +2,480	+12%	+$261K	0.53%	33
2023 Q3	$2.2M	Buy	21,265 +5,170	+32%	+$555K	0.51%	37
2023 Q2	$1.71M	Buy	+16,095	New	+$1.69M	0.41%	49

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

Onyx Bridge Wealth Group's VYM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.9% in Q2 2026, selling an estimated $316K and leaving 39,615 shares worth $6.26M. The position accounts for 0.56% of the portfolio, ranked #38.

Onyx Bridge Wealth Group first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Onyx Bridge Wealth Group held 39,615 shares of Vanguard High Dividend Yield ETF worth $6.26M as of Q2 2026.
Onyx Bridge Wealth Group sold 2,021 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $316K.
Vanguard High Dividend Yield ETF made up 0.56% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #38 holding.
Onyx Bridge Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.