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

Principle 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 		$17.7M Sell
111,870
-1,686
-1% -$264K 0.87% 24
2026
Q1 		$16.8M Sell
113,556
-5,392
-5% -$811K 0.96% 21
2025
Q4 		$17.1M Sell
118,948
-712
-0.6% -$101K 0.96% 21
2025
Q3 		$16.9M Sell
119,660
-272
-0.2% -$37.4K 0.98% 21
2025
Q2 		$16M Sell
119,932
-351
-0.3% -$44.5K 1% 21
2025
Q1 		$15.5M Sell
120,283
-5,846
-5% -$765K 1.11% 19
2024
Q4 		$16.1M Sell
126,129
-5,160
-4% -$673K 1.13% 20
2024
Q3 		$16.8M Sell
131,289
-3,262
-2% -$403K 1.19% 18
2024
Q2 		$16M Buy
134,551
+4,922
+4% +$584K 1.21% 20
2024
Q1 		$15.7M Buy
129,629
+350
+0.3% +$40.1K 1.22% 17
2023
Q4 		$14.4M Buy
129,279
+1,894
+1% +$199K 1.24% 16
2023
Q3 		$13.2M Sell
127,385
-5,892
-4% -$632K 1.32% 15
2023
Q2 		$14.1M Sell
133,277
-5,802
-4% -$609K 1.42% 15
2023
Q1 		$14.7M Sell
139,079
-13,944
-9% -$1.5M 1.57% 14
2022
Q4 		$16.6M Buy
153,023
+799
+0.5% +$85K 1.88% 11
2022
Q3 		$14.4K Buy
152,224
+15,522
+11% +$1.61M 1.36% 13
2022
Q2 		$13.9M Buy
136,702
+1,233
+0.9% +$134K 1.67% 11
2022
Q1 		$15.2M Sell
135,469
-2,085
-2% -$233K 1.6% 12
2021
Q4 		$15.4M Sell
137,554
-1,294
-0.9% -$141K 1.62% 13
2021
Q3 		$14.3M Sell
138,848
-1,579
-1% -$167K 1.66% 11
2021
Q2 		$14.7M Buy
140,427
+9,530
+7% +$1M 1.67% 12
2021
Q1 		$13.2M Buy
130,897
+11,084
+9% +$1.07M 1.55% 14
2020
Q4 		$11M Buy
119,813
+114,594
+2,196% +$9.95M 1.44% 13
2020
Q3 		$422K Sell
5,219
-3,395
-39% -$278K 0.12% 99
2020
Q2 		$679K Buy
8,614
+57
+0.7% +$4.43K 0.2% 64
2020
Q1 		$605K Buy
+8,557
New +$735K 0.23% 68

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principle Wealth Partners's VYM Position: Q2 2026 in Review

Principle Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q2 2026, selling an estimated $264K and leaving 111,870 shares worth $17.7M. The position accounts for 0.87% of the portfolio, ranked #24.

Principle Wealth Partners first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Principle Wealth Partners held 111,870 shares of Vanguard High Dividend Yield ETF worth $17.7M as of Q2 2026.
  • Principle Wealth Partners sold 1,686 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $264K.
  • Vanguard High Dividend Yield ETF made up 0.87% of Principle Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Principle Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.