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Oxler Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Oxler Private Wealth’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 		$5.75M Sell
36,363
-4,855
-12% -$759K 1.64% 14
2026
Q1 		$6.1M Sell
41,218
-1,328
-3% -$200K 1.91% 13
2025
Q4 		$6.11M Sell
42,546
-3,996
-9% -$568K 1.77% 14
2025
Q3 		$6.56M Sell
46,542
-4,246
-8% -$583K 1.91% 13
2025
Q2 		$6.77M Sell
50,788
-2,541
-5% -$322K 2.13% 12
2025
Q1 		$6.88M Sell
53,329
-224
-0.4% -$29.3K 2.42% 11
2024
Q4 		$6.83M Sell
53,553
-3
-0% -$391 2.25% 14
2024
Q3 		$6.87M Sell
53,556
-268
-0.5% -$33.1K 2.39% 12
2024
Q2 		$6.38M Buy
53,824
+173
+0.3% +$20.5K 2.36% 13
2024
Q1 		$6.49M Sell
53,651
-1,447
-3% -$166K 2.55% 11
2023
Q4 		$6.15M Sell
55,098
-15,672
-22% -$1.65M 5.1% 6
2023
Q3 		$7.32M Sell
70,770
-9,737
-12% -$1.04M 3.68% 8
2023
Q2 		$8.54M Buy
80,507
+790
+1% +$82.9K 4.07% 6
2023
Q1 		$8.41M Buy
79,717
+3,537
+5% +$380K 4.15% 5
2022
Q4 		$8.24M Buy
76,180
+1,337
+2% +$142K 4.44% 4
2022
Q3 		$7.11M Buy
74,843
+5,634
+8% +$586K 3.97% 4
2022
Q2 		$7.04M Buy
69,209
+1,007
+1% +$109K 3.39% 7
2022
Q1 		$7.66M Buy
68,202
+830
+1% +$92.6K 3.45% 6
2021
Q4 		$7.55M Buy
67,372
+4,717
+8% +$513K 3.13% 7
2021
Q3 		$6.47M Buy
62,655
+562
+0.9% +$59.4K 2.85% 6
2021
Q2 		$6.5M Buy
62,093
+25,624
+70% +$2.69M 2.84% 6
2021
Q1 		$3.69M Buy
36,469
+1,016
+3% +$98K 1.87% 14
2020
Q4 		$3.24M Buy
+35,453
New +$3.08M 1.83% 15

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxler Private Wealth's VYM Position: Q2 2026 in Review

Oxler Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $759K and leaving 36,363 shares worth $5.75M. The position accounts for 1.64% of the portfolio, ranked #14.

Oxler Private Wealth first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.54M in Q2 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Oxler Private Wealth held 36,363 shares of Vanguard High Dividend Yield ETF worth $5.75M as of Q2 2026.
  • Oxler Private Wealth sold 4,855 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $759K.
  • Vanguard High Dividend Yield ETF made up 1.64% of Oxler Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Oxler Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Vanguard High Dividend Yield ETF position peaked at $8.54M in Q2 2023.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.