Presilium Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Presilium Private Wealth’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	$226K	Sell	1,433 -47	-3%	-$7.34K	0.03%	89
2026 Q1	$219K	Sell	1,480 -100	-6%	-$15K	0.04%	71
2025 Q4	$227K	Sell	1,580 -20	-1%	-$2.84K	0.04%	72
2025 Q3	$226K	Hold	1,600	–	–	0.04%	73
2025 Q2	$213K	Hold	1,600	–	–	0.04%	70
2025 Q1	$206K	Sell	1,600 -3,032	-65%	-$397K	0.05%	69
2024 Q4	$591K	Sell	4,632 -7	-0.2%	-$913	0.14%	50
2024 Q3	$595K	Hold	4,639	–	–	0.14%	49
2024 Q2	$550K	Buy	4,639 +506	+12%	+$60K	0.14%	51
2024 Q1	$500K	Hold	4,133	–	–	0.13%	53
2023 Q4	$461K	Buy	+4,133	New	+$434K	0.13%	53

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Presilium Private Wealth's VYM Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q2 2026, selling an estimated $7.34K and leaving 1,433 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #89.

Presilium Private Wealth first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q3 2024. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Presilium Private Wealth held 1,433 shares of Vanguard High Dividend Yield ETF worth $226K as of Q2 2026.
Presilium Private Wealth sold 47 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.34K.
Vanguard High Dividend Yield ETF made up 0.03% of Presilium Private Wealth's portfolio in Q2 2026, its #89 holding.
Presilium Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Presilium Private Wealth's Vanguard High Dividend Yield ETF position peaked at $595K in Q3 2024.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.