PWM
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Parkworth Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parkworth 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
2025
Q2 		$22.2K Hold
167
– – 0.02% 126
2025
Q1 		$21.5K Hold
167
– – 0.02% 115
2024
Q4 		$21.3K Buy
+167
New +$21.8K 0.02% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Parkworth Wealth Management's VYM Position: Q2 2025 in Review

Parkworth Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2025 at 167 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #126.

Parkworth Wealth Management first reported a position in VYM in Q4 2024 and has held it in 3 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Parkworth Wealth Management held 167 shares of Vanguard High Dividend Yield ETF worth $22.2K as of Q2 2025.
  • Parkworth Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2025.
  • Vanguard High Dividend Yield ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #126 holding.
  • Parkworth Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.