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Paces Ferry Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Paces Ferry Wealth Advisors’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 		$850K Sell
5,742
-10
-0.2% -$1.5K 0.35% 44
2025
Q4 		$825K Sell
5,752
-1,041
-15% -$148K 0.34% 49
2025
Q3 		$958K Sell
6,793
-245
-3% -$33.7K 0.4% 41
2025
Q2 		$938K Buy
7,038
+27
+0.4% +$3.42K 0.43% 42
2025
Q1 		$904K Sell
7,011
-52
-0.7% -$6.81K 0.45% 40
2024
Q4 		$901K Sell
7,063
-170
-2% -$22.2K 0.44% 43
2024
Q3 		$927K Buy
7,233
+484
+7% +$59.8K 0.53% 40
2024
Q2 		$800K Sell
6,749
-101
-1% -$12K 0.48% 45
2024
Q1 		$829K Sell
6,850
-983
-13% -$113K 0.53% 43
2023
Q4 		$874K Sell
7,833
-431
-5% -$45.3K 0.61% 40
2023
Q3 		$854K Buy
8,264
+143
+2% +$15.3K 0.68% 39
2023
Q2 		$861K Sell
8,121
-10
-0.1% -$1.05K 0.65% 39
2023
Q1 		$858K Sell
8,131
-169
-2% -$18.2K 0.69% 38
2022
Q4 		$898K Sell
8,300
-60
-0.7% -$6.38K 0.87% 32
2022
Q3 		$793K Buy
8,360
+64
+0.8% +$6.66K 0.87% 30
2022
Q2 		$844K Sell
8,296
-75
-0.9% -$8.13K 0.83% 32
2022
Q1 		$940K Sell
8,371
-30
-0.4% -$3.35K 0.75% 33
2021
Q4 		$942K Sell
8,401
-694
-8% -$75.5K 0.68% 36
2021
Q3 		$940K Buy
9,095
+252
+3% +$26.6K 0.75% 34
2021
Q2 		$926K Buy
8,843
+105
+1% +$11K 0.71% 36
2021
Q1 		$883K Buy
8,738
+52
+0.6% +$5.02K 0.77% 34
2020
Q4 		$795K Buy
8,686
+1,940
+29% +$169K 0.73% 38
2020
Q3 		$546K Buy
+6,746
New +$553K 0.48% 43

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paces Ferry Wealth Advisors's VYM Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.17% in Q1 2026, selling an estimated $1.5K and leaving 5,742 shares worth $850K. The position accounts for 0.35% of the portfolio, ranked #44.

Paces Ferry Wealth Advisors first reported a position in VYM in Q3 2020 and has held it in 23 quarters since. The position peaked at $958K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Paces Ferry Wealth Advisors held 5,742 shares of Vanguard High Dividend Yield ETF worth $850K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 10 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.5K.
  • Vanguard High Dividend Yield ETF made up 0.35% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Paces Ferry Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $958K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.