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

Private Wealth Asset Management’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	$354K	Hold	2,237	–	–	0.03%	214
2026 Q1	$331K	Hold	2,237	–	–	0.04%	210
2025 Q4	$321K	Hold	2,237	–	–	0.03%	213
2025 Q3	$315K	Hold	2,237	–	–	0.04%	197
2025 Q2	$298K	Hold	2,237	–	–	0.04%	200
2025 Q1	$288K	Buy	+2,237	New	+$293K	0.04%	192

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

Private Wealth Asset Management's VYM Position: Q2 2026 in Review

Private Wealth Asset Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,237 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #214.

Private Wealth Asset Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Private Wealth Asset Management held 2,237 shares of Vanguard High Dividend Yield ETF worth $354K as of Q2 2026.
Private Wealth Asset Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #214 holding.
Private Wealth Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.