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

Oxinas Partners 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 Q2	$5.96M	Buy	37,717 +1,021	+3%	+$160K	2.35%	9
2026 Q1	$5.43M	Buy	36,696 +6,525	+22%	+$981K	2.48%	8
2025 Q4	$4.33M	Buy	30,171 +37	+0.1%	+$5.26K	2.08%	14
2025 Q3	$4.25M	Sell	30,134 -21	-0.1%	-$2.89K	2.27%	12
2025 Q2	$4.02M	Buy	30,155 +327	+1%	+$41.4K	2.06%	12
2025 Q1	$3.85M	Buy	29,828 +1,183	+4%	+$155K	2.27%	11
2024 Q4	$3.65M	Buy	28,645 +612	+2%	+$79.8K	2.14%	15
2024 Q3	$3.59M	Buy	28,033 +2,571	+10%	+$317K	2.2%	12
2024 Q2	$3.02M	Sell	25,462 -17	-0.1%	-$2.02K	2.01%	12
2024 Q1	$3.08M	Buy	25,479 +728	+3%	+$83.4K	2%	11
2023 Q4	$2.76M	Buy	24,751 +741	+3%	+$77.9K	1.96%	15
2023 Q3	$2.48M	Sell	24,010 -667	-3%	-$71.6K	1.84%	18
2023 Q2	$2.62M	Buy	24,677 +2,312	+10%	+$243K	1.72%	18
2023 Q1	$2.36M	Buy	+22,365	New	+$2.41M	1.7%	18

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

Oxinas Partners Wealth Management's VYM Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q2 2026, buying an estimated $160K and bringing the position to 37,717 shares worth $5.96M. The position accounts for 2.35% of the portfolio, ranked #9.

Oxinas Partners Wealth Management first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Oxinas Partners Wealth Management held 37,717 shares of Vanguard High Dividend Yield ETF worth $5.96M as of Q2 2026.
Oxinas Partners Wealth Management bought 1,021 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $160K.
Vanguard High Dividend Yield ETF made up 2.35% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #9 holding.
Oxinas Partners Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.