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Prosperity Consulting Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prosperity Consulting Group’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 		$512K Hold
3,458
– – 0.02% 353
2025
Q4 		$496K Buy
3,458
+1,101
+47% +$157K 0.02% 359
2025
Q3 		$332K Sell
2,357
-920
-28% -$126K 0.02% 398
2025
Q2 		$437K Hold
3,277
– – 0.03% 323
2025
Q1 		$423K Sell
3,277
-1,873
-36% -$245K 0.03% 321
2024
Q4 		$657K Sell
5,150
-29
-0.6% -$3.78K 0.05% 270
2024
Q3 		$664K Sell
5,179
-42
-0.8% -$5.18K 0.05% 272
2024
Q2 		$619K Sell
5,221
-1,827
-26% -$217K 0.08% 165
2024
Q1 		$853K Buy
+7,048
New +$808K 0.11% 141

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

Prosperity Consulting Group's VYM Position: Q1 2026 in Review

Prosperity Consulting Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 3,458 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #353.

Prosperity Consulting Group first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $853K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Prosperity Consulting Group held 3,458 shares of Vanguard High Dividend Yield ETF worth $512K as of Q1 2026.
  • Prosperity Consulting Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #353 holding.
  • Prosperity Consulting Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
  • Prosperity Consulting Group's Vanguard High Dividend Yield ETF position peaked at $853K in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.