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Pathway Financial Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-965
Closed -$136K – 355
2025
Q3 		$136K Buy
+965
New +$133K 0.04% 176
2025
Q1 		– Sell
-750
Closed -$95.6K – 417
2024
Q4 		$95.6K Buy
750
+4
+0.5% +$522 0.03% 192
2024
Q3 		$95.6K Buy
746
+1
+0.1% +$123 0.04% 147
2024
Q2 		$88.1K Buy
745
+8
+1% +$949 0.03% 191
2024
Q1 		$89.2K Sell
737
-39
-5% -$4.47K 0.03% 190
2023
Q4 		$86.6K Buy
776
+5
+0.6% +$525 0.03% 195
2023
Q3 		$79.6K Buy
+771
New +$82.7K 0.03% 200
2023
Q1 		$75.4K Buy
715
+5
+0.7% +$538 0.03% 209
2022
Q4 		$77K Buy
+710
New +$75.5K 0.03% 213

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathway Financial Advisers's VYM Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 965 shares — an estimated $136K sold.

Pathway Financial Advisers first reported a position in VYM in Q4 2022 and held it in 9 quarters. The position peaked at $136K in Q3 2025. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 965 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $136K.
  • Pathway Financial Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Vanguard High Dividend Yield ETF position peaked at $136K in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.