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

ORG 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
2025
Q4 		$197K Hold
1,369
– – 0.03% 340
2025
Q3 		$193K Hold
1,369
– – 0.04% 350
2025
Q2 		$184K Buy
1,369
+390
+40% +$49.4K 0.04% 333
2025
Q1 		$126K Sell
979
-555
-36% -$72.7K 0.03% 339
2024
Q4 		$196K Buy
1,534
+96
+7% +$12.5K 0.03% 321
2024
Q3 		$184K Buy
1,438
+2
+0.1% +$247 0.03% 295
2024
Q2 		$170K Buy
+1,436
New +$170K 0.02% 465
2024
Q1 		– Sell
-3,316
Closed -$370K – 1120
2023
Q4 		$370K Buy
3,316
+506
+18% +$53.2K 0.06% 210
2023
Q3 		$291K Buy
2,810
+255
+10% +$27.4K 0.09% 232
2023
Q2 		$271K Buy
+2,555
New +$268K 0.04% 314

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ORG Partners's VYM Position: Q4 2025 in Review

ORG Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2025 at 1,369 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #340.

ORG Partners first reported a position in VYM in Q2 2023 and has held it in 10 quarters since. The position peaked at $370K in Q4 2023. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • ORG Partners held 1,369 shares of Vanguard High Dividend Yield ETF worth $197K as of Q4 2025.
  • ORG Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2025.
  • Vanguard High Dividend Yield ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #340 holding.
  • ORG Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Vanguard High Dividend Yield ETF position peaked at $370K in Q4 2023.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.