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Pinney & Scofield’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pinney & Scofield’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 		$14.8K Hold
100
– – 0.01% 173
2025
Q4 		$14.4K Hold
100
– – 0.01% 161
2025
Q3 		$14.1K Hold
100
– – 0.01% 160
2025
Q2 		$13.3K Hold
100
– – 0.01% 162
2025
Q1 		$12.9K Hold
100
– – 0.01% 161
2024
Q4 		$12.8K Buy
+100
New +$13K 0.01% 158

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

Pinney & Scofield's VYM Position: Q1 2026 in Review

Pinney & Scofield held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 100 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #173.

Pinney & Scofield first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Pinney & Scofield held 100 shares of Vanguard High Dividend Yield ETF worth $14.8K as of Q1 2026.
  • Pinney & Scofield left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #173 holding.
  • Pinney & Scofield first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.