Pineridge Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pineridge 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
2025 Q3	$50.1K	Sell	356 -37	-9%	-$5.08K	0.01%	105
2025 Q2	$52.4K	Buy	393 +1	+0.3%	+$127	0.02%	106
2025 Q1	$50.5K	Sell	392 -12	-3%	-$1.57K	0.02%	104
2024 Q4	$51.6K	Sell	404 -130	-24%	-$17K	0.02%	129
2024 Q3	$68.4K	Sell	534 -31	-5%	-$3.83K	0.03%	117
2024 Q2	$67K	Sell	565 -148	-21%	-$17.6K	0.02%	118
2024 Q1	$86.3K	Sell	713 -406	-36%	-$46.5K	0.03%	98
2023 Q4	$125K	Buy	+1,119	New	+$118K	0.04%	96

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pineridge Advisors's VYM Position: Q3 2025 in Review

Pineridge Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.4% in Q3 2025, selling an estimated $5.08K and leaving 356 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #105.

Pineridge Advisors first reported a position in VYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $125K in Q4 2023. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Pineridge Advisors held 356 shares of Vanguard High Dividend Yield ETF worth $50.1K as of Q3 2025.
Pineridge Advisors sold 37 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $5.08K.
Vanguard High Dividend Yield ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #105 holding.
Pineridge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Vanguard High Dividend Yield ETF position peaked at $125K in Q4 2023.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.