PWM
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Proathlete Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Proathlete Wealth 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
Q1 		$5.78K Sell
39
-1,168
-97% -$176K ﹤0.01% 168
2025
Q4 		$173K Buy
1,207
+1,178
+4,062% +$168K 0.05% 73
2025
Q3 		$4.17K Buy
29
+3
+12% +$412 ﹤0.01% 168
2025
Q2 		$3.52K Buy
26
+15
+136% +$1.9K ﹤0.01% 194
2025
Q1 		$1.45K Buy
+11
New +$1.44K ﹤0.01% 178

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Proathlete Wealth Management's VYM Position: Q1 2026 in Review

Proathlete Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 97% in Q1 2026, selling an estimated $176K and leaving 39 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Proathlete Wealth Management first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $173K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Proathlete Wealth Management held 39 shares of Vanguard High Dividend Yield ETF worth $5.78K as of Q1 2026.
  • Proathlete Wealth Management sold 1,168 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $176K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Proathlete Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Vanguard High Dividend Yield ETF position peaked at $173K in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.