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

Oregon Pacific 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	$305K	Sell	2,058 -573	-22%	-$86.2K	0.32%	74
2025 Q4	$378K	Sell	2,631 -158	-6%	-$22.5K	0.39%	61
2025 Q3	$393K	Sell	2,789 -13	-0.5%	-$1.79K	0.34%	72
2025 Q2	$374K	Sell	2,802 -43	-2%	-$5.45K	0.35%	79
2025 Q1	$367K	Sell	2,845 -107	-4%	-$14K	0.37%	78
2024 Q4	$377K	Buy	+2,952	New	+$385K	0.37%	74

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oregon Pacific Wealth Management's VYM Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 22% in Q1 2026, selling an estimated $86.2K and leaving 2,058 shares worth $305K. The position accounts for 0.32% of the portfolio, ranked #74.

Oregon Pacific Wealth Management first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Oregon Pacific Wealth Management held 2,058 shares of Vanguard High Dividend Yield ETF worth $305K as of Q1 2026.
Oregon Pacific Wealth Management sold 573 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $86.2K.
Vanguard High Dividend Yield ETF made up 0.32% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #74 holding.
Oregon Pacific Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's Vanguard High Dividend Yield ETF position peaked at $393K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.