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

Opes Wealth Management’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 		$2.58M Sell
17,454
-25
-0.1% -$3.76K 0.42% 46
2025
Q4 		$2.51M Sell
17,479
-23
-0.1% -$3.27K 0.41% 49
2025
Q3 		$2.47M Buy
17,502
+355
+2% +$48.8K 0.43% 48
2025
Q2 		$2.29M Sell
17,147
-110
-0.6% -$13.9K 0.41% 48
2025
Q1 		$2.23M Sell
17,257
-150
-0.9% -$19.6K 0.45% 45
2024
Q4 		$2.22M Buy
17,407
+3,166
+22% +$413K 0.46% 46
2024
Q3 		$1.83M Sell
14,241
-357
-2% -$44.1K 0.35% 50
2024
Q2 		$1.73M Buy
14,598
+1,029
+8% +$122K 0.36% 48
2024
Q1 		$1.64M Sell
13,569
-290
-2% -$33.2K 0.38% 49
2023
Q4 		$1.55M Sell
13,859
-160
-1% -$16.8K 0.37% 47
2023
Q3 		$1.45M Sell
14,019
-50
-0.4% -$5.37K 0.4% 46
2023
Q2 		$1.49M Buy
14,069
+460
+3% +$48.2K 0.42% 45
2023
Q1 		$1.44M Buy
13,609
+443
+3% +$47.6K 0.46% 42
2022
Q4 		$1.42M Sell
13,166
-610
-4% -$64.9K 0.52% 42
2022
Q3 		$1.31M Buy
13,776
+55
+0.4% +$5.72K 0.52% 39
2022
Q2 		$1.4M Sell
13,721
-6,778
-33% -$735K 0.56% 37
2022
Q1 		$2.3M Buy
20,499
+2,440
+14% +$272K 0.75% 32
2021
Q4 		$2.02M Buy
18,059
+1,411
+8% +$154K 0.63% 34
2021
Q3 		$1.72M Sell
16,648
-827
-5% -$87.4K 0.61% 36
2021
Q2 		$1.83M Sell
17,475
-1,162
-6% -$122K 0.68% 31
2021
Q1 		$1.88M Sell
18,637
-408
-2% -$39.4K 0.73% 32
2020
Q4 		$1.74M Sell
19,045
-1,779
-9% -$155K 0.84% 29
2020
Q3 		$1.69M Sell
20,824
-1,318
-6% -$108K 0.8% 27
2020
Q2 		$1.74M Buy
22,142
+5,726
+35% +$445K 0.89% 26
2020
Q1 		$1.16M Sell
16,416
-929
-5% -$79.8K 0.87% 26
2019
Q4 		$1.63M Sell
17,345
-469
-3% -$42.5K 1% 24
2019
Q3 		$1.58M Buy
17,814
+1,075
+6% +$94.1K 1.04% 23
2019
Q2 		$1.46M Sell
16,739
-1,322
-7% -$114K 1% 23
2019
Q1 		$1.55M Buy
+18,061
New +$1.51M 1.13% 21

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

Opes Wealth Management's VYM Position: Q1 2026 in Review

Opes Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.14% in Q1 2026, selling an estimated $3.76K and leaving 17,454 shares worth $2.58M. The position accounts for 0.42% of the portfolio, ranked #46.

Opes Wealth Management first reported a position in VYM in Q1 2019 and has held it in 29 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Opes Wealth Management held 17,454 shares of Vanguard High Dividend Yield ETF worth $2.58M as of Q1 2026.
  • Opes Wealth Management sold 25 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $3.76K.
  • Vanguard High Dividend Yield ETF made up 0.42% of Opes Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Opes Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.