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Portside Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Portside Wealth Group’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 		$398K Buy
2,517
+104
+4% +$16.3K 0.05% 344
2026
Q1 		$357K Sell
2,413
-3,278
-58% -$493K 0.05% 333
2025
Q4 		$817K Buy
5,691
+3,283
+136% +$467K 0.11% 191
2025
Q3 		$339K Sell
2,408
-24
-1% -$3.3K 0.05% 343
2025
Q2 		$324K Sell
2,432
-506
-17% -$64.1K 0.05% 332
2025
Q1 		$379K Sell
2,938
-632
-18% -$82.7K 0.06% 277
2024
Q4 		$455K Buy
3,570
+974
+38% +$127K 0.08% 245
2024
Q3 		$333K Buy
2,596
+456
+21% +$56.3K 0.06% 290
2024
Q2 		$254K Sell
2,140
-79
-4% -$9.37K 0.05% 298
2024
Q1 		$268K Sell
2,219
-5,799
-72% -$664K 0.05% 298
2023
Q4 		$895K Buy
+8,018
New +$842K 0.17% 138

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Portside Wealth Group's VYM Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,517 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #344.

Portside Wealth Group first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $895K in Q4 2023. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Portside Wealth Group held 2,517 shares of Vanguard High Dividend Yield ETF worth $398K as of Q2 2026.
  • Portside Wealth Group bought 104 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #344 holding.
  • Portside Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Portside Wealth Group's Vanguard High Dividend Yield ETF position peaked at $895K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.