Paladin Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-4,365	Closed	-$472K	–	511
2022 Q4	$472K	Sell	4,365 -124	-3%	-$13.2K	0.4%	50
2022 Q3	$425K	Buy	4,489 +41	+0.9%	+$4.26K	0.39%	51
2022 Q2	$452K	Buy	+4,448	New	+$482K	0.39%	52
2022 Q1	–	Sell	-4,764	Closed	-$534K	–	530
2021 Q4	$534K	Buy	+4,764	New	+$518K	0.43%	55

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paladin Advisory Group's VYM Position: Q1 2026 in Review

Paladin Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q1 2026, selling an estimated $20.3K and leaving 3,938 shares worth $583K. The position accounts for 0.44% of the portfolio, ranked #45.

Paladin Advisory Group first reported a position in VYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $584K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Paladin Advisory Group held 3,938 shares of Vanguard High Dividend Yield ETF worth $583K as of Q1 2026.
Paladin Advisory Group sold 135 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $20.3K.
Vanguard High Dividend Yield ETF made up 0.44% of Paladin Advisory Group's portfolio in Q1 2026, its #45 holding.
Paladin Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Vanguard High Dividend Yield ETF position peaked at $584K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.