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

Peachtree Investment 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	$263K	Buy	1,663 +8	+0.5%	+$1.25K	0.08%	87
2026 Q1	$245K	Buy	1,655 +6	+0.4%	+$902	0.09%	82
2025 Q4	$237K	Buy	1,649 +8	+0.5%	+$1.14K	0.08%	84
2025 Q3	$231K	Buy	1,641 +6	+0.4%	+$824	0.08%	87
2025 Q2	$218K	Buy	1,635 +8	+0.5%	+$1.01K	0.08%	92
2025 Q1	$210K	Buy	+1,627	New	+$213K	0.08%	87
2022 Q3	–	Sell	-12,370	Closed	-$1.26M	–	99
2022 Q2	$1.26M	Sell	12,370 -15,027	-55%	-$1.63M	0.79%	26
2022 Q1	$3.08M	Buy	27,397 +24,222	+763%	+$2.7M	1.41%	19
2021 Q4	$356K	Buy	+3,175	New	+$345K	0.15%	65
2021 Q2	–	Sell	-6,524	Closed	-$660K	–	99
2021 Q1	$660K	Buy	+6,524	New	+$629K	0.38%	42

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peachtree Investment Partners's VYM Position: Q2 2026 in Review

Peachtree Investment Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.48% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,663 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #87.

Peachtree Investment Partners first reported a position in VYM in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.08M in Q1 2022. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Peachtree Investment Partners held 1,663 shares of Vanguard High Dividend Yield ETF worth $263K as of Q2 2026.
Peachtree Investment Partners bought 8 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.25K.
Vanguard High Dividend Yield ETF made up 0.08% of Peachtree Investment Partners's portfolio in Q2 2026, its #87 holding.
Peachtree Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 10 quarters since.
Peachtree Investment Partners's Vanguard High Dividend Yield ETF position peaked at $3.08M in Q1 2022.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.