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Premier Path Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Premier Path Wealth Partners’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 		$439K Sell
2,780
-228
-8% -$35.6K 0.05% 291
2026
Q1 		$445K Buy
3,008
+9
+0.3% +$1.35K 0.06% 290
2025
Q4 		$430K Sell
2,999
-55
-2% -$7.82K 0.06% 270
2025
Q3 		$430K Sell
3,054
-54
-2% -$7.42K 0.06% 278
2025
Q2 		$414K Sell
3,108
-150
-5% -$19K 0.06% 275
2025
Q1 		$420K Buy
3,258
+109
+3% +$14.3K 0.07% 252
2024
Q4 		$402K Buy
3,149
+339
+12% +$44.2K 0.06% 258
2024
Q3 		$360K Sell
2,810
-1,941
-41% -$240K 0.06% 275
2024
Q2 		$563K Buy
4,751
+227
+5% +$26.9K 0.1% 205
2024
Q1 		$547K Buy
4,524
+142
+3% +$16.3K 0.1% 195
2023
Q4 		$489K Buy
+4,382
New +$460K 0.11% 194

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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Premier Path Wealth Partners's VYM Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.6% in Q2 2026, selling an estimated $35.6K and leaving 2,780 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #291.

Premier Path Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $563K in Q2 2024. 532 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Premier Path Wealth Partners held 2,780 shares of Vanguard High Dividend Yield ETF worth $439K as of Q2 2026.
  • Premier Path Wealth Partners sold 228 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $35.6K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • Premier Path Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $563K in Q2 2024.
  • 532 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.