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Petix & Botte Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Petix & Botte Financial’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 		$3.77M Sell
12,715
-12,192
-49% -$1.83M 0.84% 31
2025
Q4 		$3.57M Sell
24,907
-27
-0.1% -$3.84K 0.81% 31
2025
Q3 		$3.51M Sell
24,934
-1,061
-4% -$146K 0.81% 34
2025
Q2 		$3.47M Sell
25,995
-833
-3% -$106K 0.85% 33
2025
Q1 		$3.46M Sell
26,828
-1,595
-6% -$209K 0.91% 32
2024
Q4 		$3.63M Sell
28,423
-2,269
-7% -$296K 0.95% 30
2024
Q3 		$3.93M Sell
30,692
-126
-0.4% -$15.6K 1.05% 22
2024
Q2 		$3.66M Buy
30,818
+14,512
+89% +$1.72M 1.04% 22
2024
Q1 		$1.97M Sell
16,306
-16,355
-50% -$1.87M 0.49% 50
2023
Q4 		$3.65M Sell
32,661
-2,101
-6% -$221K 1.07% 22
2023
Q3 		$3.59M Sell
34,762
-165
-0.5% -$17.7K 1.13% 22
2023
Q2 		$3.7M Buy
34,927
+12,572
+56% +$1.32M 1.15% 22
2023
Q1 		$2.36M Buy
+22,355
New +$2.4M 1.59% 19
2022
Q3 		$2.24M Sell
23,629
-332
-1% -$34.5K 1.71% 18
2022
Q2 		$2.44M Sell
23,961
-23,903
-50% -$2.59M 1.79% 16
2022
Q1 		$5.37M Buy
47,864
+22,977
+92% +$2.56M 1.66% 16
2021
Q4 		$2.79M Sell
24,887
-32,654
-57% -$3.55M 1.77% 17
2021
Q3 		$5.95M Buy
57,541
+24,970
+77% +$2.64M 2.02% 14
2021
Q2 		$3.41M Sell
32,571
-2,366
-7% -$248K 2.38% 14
2021
Q1 		$3.53M Sell
34,937
-1,382
-4% -$133K 2.61% 14
2020
Q4 		$3.32M Sell
36,319
-2,895
-7% -$251K 2.49% 14
2020
Q3 		$3.17M Sell
39,214
-43,181
-52% -$3.54M 2.53% 14
2020
Q2 		$3.25M Buy
82,395
+39,991
+94% +$3.11M 2.68% 14
2020
Q1 		$3M Sell
42,404
-3,846
-8% -$330K 2.92% 13
2019
Q4 		$4.33M Buy
+46,250
New +$4.19M 3.41% 9

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

Petix & Botte Financial's VYM Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 49% in Q1 2026, selling an estimated $1.83M and leaving 12,715 shares worth $3.77M. The position accounts for 0.84% of the portfolio, ranked #31.

Petix & Botte Financial first reported a position in VYM in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.95M in Q3 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Petix & Botte Financial held 12,715 shares of Vanguard High Dividend Yield ETF worth $3.77M as of Q1 2026.
  • Petix & Botte Financial sold 12,192 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.83M.
  • Vanguard High Dividend Yield ETF made up 0.84% of Petix & Botte Financial's portfolio in Q1 2026, its #31 holding.
  • Petix & Botte Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard High Dividend Yield ETF position peaked at $5.95M in Q3 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.