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Pension & Wealth Management Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pension & Wealth Management Advisors’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 		$789K Sell
4,994
-102
-2% -$15.9K 0.21% 74
2026
Q1 		$755K Sell
5,096
-6,624
-57% -$996K 0.22% 68
2025
Q4 		$1.68M Sell
11,720
-249
-2% -$35.4K 0.5% 31
2025
Q3 		$1.69M Sell
11,969
-112
-0.9% -$15.4K 0.53% 34
2025
Q2 		$1.61M Buy
12,081
+6,539
+118% +$828K 0.54% 32
2025
Q1 		$715K Buy
5,542
+37
+0.7% +$4.84K 0.27% 62
2024
Q4 		$703K Sell
5,505
-300
-5% -$39.1K 0.28% 60
2024
Q3 		$744K Buy
5,805
+420
+8% +$51.9K 0.38% 38
2024
Q2 		$639K Buy
5,385
+566
+12% +$67.1K 0.37% 37
2024
Q1 		$583K Buy
4,819
+490
+11% +$56.1K 0.38% 42
2023
Q4 		$483K Buy
4,329
+1,307
+43% +$137K 0.3% 46
2023
Q3 		$312K Buy
3,022
+1,624
+116% +$174K 0.22% 61
2023
Q2 		$266K Sell
1,398
-539
-28% -$56.5K 0.2% 67
2023
Q1 		$204K Buy
1,937
+12
+0.6% +$1.29K 0.16% 76
2022
Q4 		$208K Buy
+1,925
New +$205K 0.18% 66

Other funds holding VYM

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pension & Wealth Management Advisors's VYM Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $15.9K and leaving 4,994 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #74.

Pension & Wealth Management Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q3 2025. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,994 shares of Vanguard High Dividend Yield ETF worth $789K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 102 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #74 holding.
  • Pension & Wealth Management Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Vanguard High Dividend Yield ETF position peaked at $1.69M in Q3 2025.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.