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VYM icon

&Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

&Partners’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 		$34M Buy
214,968
+17,727
+9% +$2.77M 0.14% 135
2026
Q1 		$29.2M Buy
197,241
+3,236
+2% +$487K 0.14% 130
2025
Q4 		$27.8M Buy
194,005
+13,739
+8% +$1.95M 0.15% 135
2025
Q3 		$25.7M Buy
180,266
+7,783
+5% +$1.07M 0.16% 126
2025
Q2 		$23M Buy
172,483
+13,672
+9% +$1.73M 0.18% 122
2025
Q1 		$20.3M Buy
158,811
+66,282
+72% +$8.68M 0.22% 102
2024
Q4 		$11.9M Buy
92,529
+19,840
+27% +$2.59M 0.14% 141
2024
Q3 		$9.32M Buy
72,689
+27,315
+60% +$3.37M 0.18% 129
2024
Q2 		$5.69M Buy
45,374
+37,075
+447% +$4.4M 0.25% 92
2024
Q1 		$1.06M Buy
8,299
+5,289
+176% +$606K 0.15% 148
2023
Q4 		$295K Buy
+3,010
New +$316K 0.07% 212

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

&Partners's VYM Position: Q2 2026 in Review

&Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 9% in Q2 2026, buying an estimated $2.77M and bringing the position to 214,968 shares worth $34M. The position accounts for 0.14% of the portfolio, ranked #135.

&Partners first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • &Partners held 214,968 shares of Vanguard High Dividend Yield ETF worth $34M as of Q2 2026.
  • &Partners bought 17,727 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.77M.
  • Vanguard High Dividend Yield ETF made up 0.14% of &Partners's portfolio in Q2 2026, its #135 holding.
  • &Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.