Patten Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16M | Buy |
21,324
+1,597
| +8% | +$240K | 0.55% | 51 |
|
|
2025
Q4 | $2.83M | Buy |
19,727
+5,926
| +43% | +$843K | 0.52% | 51 |
|
|
2025
Q3 | $1.95M | Buy |
13,801
+440
| +3% | +$60.5K | 0.38% | 81 |
|
|
2025
Q2 | $1.78M | Buy |
13,361
+220
| +2% | +$27.9K | 0.38% | 85 |
|
|
2025
Q1 | $1.69M | Buy |
13,141
+665
| +5% | +$87.1K | 0.39% | 81 |
|
|
2024
Q4 | $1.59M | Buy |
12,476
+410
| +3% | +$53.5K | 0.35% | 84 |
|
|
2024
Q3 | $1.55M | Buy |
12,066
+1,322
| +12% | +$163K | 0.34% | 83 |
|
|
2024
Q2 | $1.27M | Buy |
10,744
+237
| +2% | +$28.1K | 0.3% | 94 |
|
|
2024
Q1 | $1.27M | Buy |
10,507
+575
| +6% | +$65.9K | 0.31% | 97 |
|
|
2023
Q4 | $1.11M | Buy |
9,932
+601
| +6% | +$63.1K | 0.3% | 99 |
|
|
2023
Q3 | $964K | Buy |
9,331
+506
| +6% | +$54.3K | 0.29% | 104 |
|
|
2023
Q2 | $936K | Sell |
8,825
-409
| -4% | -$42.9K | 0.14% | 109 |
|
|
2023
Q1 | $974K | Buy |
9,234
+6
| +0.1% | +$645 | 0.29% | 95 |
|
|
2022
Q4 | $999K | Buy |
9,228
+185
| +2% | +$19.7K | 0.31% | 96 |
|
|
2022
Q3 | $877K | Buy |
9,043
+1,419
| +19% | +$148K | 0.3% | 100 |
|
|
2022
Q2 | $783K | Buy |
7,624
+469
| +7% | +$50.8K | 0.25% | 116 |
|
|
2022
Q1 | $803K | Buy |
7,155
+460
| +7% | +$51.3K | 0.23% | 118 |
|
|
2021
Q4 | $751K | Buy |
6,695
+1,020
| +18% | +$111K | 0.2% | 128 |
|
|
2021
Q3 | $587K | Buy |
5,675
+580
| +11% | +$61.3K | 0.17% | 141 |
|
|
2021
Q2 | $534K | Buy |
+5,095
| New | +$535K | 0.16% | 154 |
|
|
2019
Q3 | – | Sell |
-3,186
| Closed | -$278K | – | 211 |
|
|
2019
Q2 | $278K | Buy |
3,186
+173
| +6% | +$15K | 0.11% | 170 |
|
|
2019
Q1 | $258K | Buy |
+3,013
| New | +$252K | 0.11% | 167 |
|
|
2018
Q4 | – | Sell |
-2,108
| Closed | -$184K | – | 693 |
|
|
2018
Q3 | $184K | Hold |
2,108
| – | – | 0.07% | 202 |
|
|
2018
Q2 | $175K | Hold |
2,108
| – | – | 0.07% | 199 |
|
|
2018
Q1 | $174K | Buy |
2,108
+322
| +18% | +$27.7K | 0.07% | 195 |
|
|
2017
Q4 | $153K | Sell |
1,786
-100
| -5% | -$8.36K | 0.06% | 212 |
|
|
2017
Q3 | $153K | Sell |
1,886
-1,862
| -50% | -$148K | 0.06% | 215 |
|
|
2017
Q2 | $298K | Buy |
3,748
+1,824
| +95% | +$142K | 0.12% | 160 |
|
|
2017
Q1 | $149K | Hold |
1,924
| – | – | 0.06% | 206 |
|
|
2016
Q4 | $147K | Buy |
1,924
+1,824
| +1,824% | +$134K | 0.07% | 203 |
|
|
2016
Q3 | $7.1K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2016
Q2 | $7.15K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2016
Q1 | $6.9K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2015
Q4 | $6.67K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2015
Q3 | $6.26K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2015
Q2 | $6.73K | Buy |
+100
| New | +$6.94K | ﹤0.01% | 480 |
|
Other funds holding VYM
Patten Group's VYM Position: Q1 2026 in Review
Patten Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.1% in Q1 2026, buying an estimated $240K and bringing the position to 21,324 shares worth $3.16M. The position accounts for 0.55% of the portfolio, ranked #51.
Patten Group first reported a position in VYM in Q2 2015 and has held it in 36 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Patten Group held 21,324 shares of Vanguard High Dividend Yield ETF worth $3.16M as of Q1 2026.
- Patten Group bought 1,597 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $240K.
- Vanguard High Dividend Yield ETF made up 0.55% of Patten Group's portfolio in Q1 2026, its #51 holding.
- Patten Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 36 quarters since.
- 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.