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

PBMares 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
Q3 		$369K Sell
2,615
-686
-21% -$94.3K 0.06% 135
2025
Q2 		$440K Buy
3,301
+2
+0.1% +$253 0.08% 113
2025
Q1 		$425K Sell
3,299
-209
-6% -$27.4K 0.09% 118
2024
Q4 		$448K Buy
3,508
+133
+4% +$17.3K 0.09% 117
2024
Q3 		$433K Buy
3,375
+1
+0% +$123 0.09% 119
2024
Q2 		$400K Buy
3,374
+3
+0.1% +$356 0.1% 119
2024
Q1 		$408K Sell
3,371
-299
-8% -$34.3K 0.11% 118
2023
Q4 		$410K Buy
3,670
+1,233
+51% +$130K 0.12% 120
2023
Q3 		$252K Buy
2,437
+2
+0.1% +$215 0.09% 141
2023
Q2 		$258K Sell
2,435
-1
-0% -$105 0.09% 143
2023
Q1 		$257K Buy
2,436
+2
+0.1% +$215 0.1% 143
2022
Q4 		$263K Buy
+2,434
New +$259K 0.11% 133
2022
Q3 		– Sell
-2,030
Closed -$206K – 162
2022
Q2 		$206K Buy
+2,030
New +$220K 0.09% 150

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PBMares Wealth Management's VYM Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q3 2025, selling an estimated $94.3K and leaving 2,615 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #135.

PBMares Wealth Management first reported a position in VYM in Q2 2022 and has held it in 13 quarters since. The position peaked at $448K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • PBMares Wealth Management held 2,615 shares of Vanguard High Dividend Yield ETF worth $369K as of Q3 2025.
  • PBMares Wealth Management sold 686 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $94.3K.
  • Vanguard High Dividend Yield ETF made up 0.06% of PBMares Wealth Management's portfolio in Q3 2025, its #135 holding.
  • PBMares Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 13 quarters since.
  • PBMares Wealth Management's Vanguard High Dividend Yield ETF position peaked at $448K in Q4 2024.
  • 1,839 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.