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

ORG Wealth 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
2026 Q2	$10.7K	Sell	67 -103	-61%	-$16.1K	﹤0.01%	526
2026 Q1	$25.3K	Hold	170	–	–	0.01%	390
2025 Q4	$24.5K	Hold	170	–	–	0.01%	375
2025 Q3	$24.1K	Hold	170	–	–	0.01%	373
2025 Q2	$23K	Hold	170	–	–	0.01%	412
2025 Q1	$22K	Buy	+170	New	+$22.3K	0.01%	437

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

ORG Wealth Partners's VYM Position: Q2 2026 in Review

ORG Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 61% in Q2 2026, selling an estimated $16.1K and leaving 67 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

ORG Wealth Partners first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.3K in Q1 2026. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

ORG Wealth Partners held 67 shares of Vanguard High Dividend Yield ETF worth $10.7K as of Q2 2026.
ORG Wealth Partners sold 103 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $16.1K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #526 holding.
ORG Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $25.3K in Q1 2026.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.