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

Paragon Private 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	$307K	Buy	1,941 +1	+0.1%	+$156	0.08%	191
2026 Q1	$287K	Sell	1,940 -512	-21%	-$77K	0.09%	189
2025 Q4	$352K	Hold	2,452	–	–	0.11%	165
2025 Q3	$346K	Hold	2,452	–	–	0.11%	168
2025 Q2	$327K	Hold	2,452	–	–	0.13%	156
2025 Q1	$316K	Sell	2,452 -432	-15%	-$56.6K	0.15%	148
2024 Q4	$368K	Buy	2,884 +637	+28%	+$83.1K	0.17%	127
2024 Q3	$288K	Buy	2,247 +63	+3%	+$7.78K	0.14%	133
2024 Q2	$259K	Buy	2,184 +447	+26%	+$53K	0.15%	134
2024 Q1	$210K	Buy	+1,737	New	+$199K	0.13%	140
2023 Q4	–	Sell	-2,030	Closed	-$210K	–	143
2023 Q3	$210K	Hold	2,030	–	–	0.17%	119
2023 Q2	$215K	Hold	2,030	–	–	0.17%	120
2023 Q1	$214K	Hold	2,030	–	–	0.18%	122
2022 Q4	$220K	Buy	+2,030	New	+$216K	0.2%	120

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

Paragon Private Wealth Management's VYM Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q2 2026, buying an estimated $156 and bringing the position to 1,941 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #191.

Paragon Private Wealth Management first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $368K in Q4 2024. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Paragon Private Wealth Management held 1,941 shares of Vanguard High Dividend Yield ETF worth $307K as of Q2 2026.
Paragon Private Wealth Management bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.08% of Paragon Private Wealth Management's portfolio in Q2 2026, its #191 holding.
Paragon Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Paragon Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $368K in Q4 2024.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.