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

Patten & Patten’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
Q1 		$349K Buy
2,357
+38
+2% +$5.71K 0.02% 276
2025
Q4 		$333K Buy
2,319
+4
+0.2% +$569 0.02% 281
2025
Q3 		$326K Sell
2,315
-23
-1% -$3.16K 0.02% 284
2025
Q2 		$312K Buy
2,338
+3
+0.1% +$380 0.02% 265
2025
Q1 		$301K Buy
2,335
+3
+0.1% +$393 0.02% 268
2024
Q4 		$297K Sell
2,332
-14
-0.6% -$1.83K 0.02% 263
2024
Q3 		$301K Buy
2,346
+4
+0.2% +$494 0.02% 260
2024
Q2 		$278K Buy
2,342
+450
+24% +$53.4K 0.02% 262
2024
Q1 		$229K Hold
1,892
– – 0.02% 286
2023
Q4 		$211K Buy
+1,892
New +$199K 0.02% 270

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Patten & Patten's VYM Position: Q1 2026 in Review

Patten & Patten increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, buying an estimated $5.71K and bringing the position to 2,357 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #276.

Patten & Patten first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Patten & Patten held 2,357 shares of Vanguard High Dividend Yield ETF worth $349K as of Q1 2026.
  • Patten & Patten bought 38 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.71K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #276 holding.
  • Patten & Patten first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.