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Prudent Man Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prudent Man Advisors’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 		$2.29M Buy
15,492
+188
+1% +$28.3K 0.69% 36
2025
Q4 		$2.2M Sell
15,304
-20
-0.1% -$2.84K 0.8% 24
2025
Q3 		$2.16M Sell
15,324
-4,741
-24% -$651K 0.8% 24
2025
Q2 		$2.67M Buy
20,065
+80
+0.4% +$10.1K 0.85% 22
2025
Q1 		$2.58M Sell
19,985
-1,289
-6% -$169K 0.94% 18
2024
Q4 		$2.71M Sell
21,274
-6
-0% -$782 0.99% 16
2024
Q3 		$2.73M Sell
21,280
-206
-1% -$25.4K 0.91% 15
2024
Q2 		$2.55M Sell
21,486
-859
-4% -$102K 0.9% 17
2024
Q1 		$2.7M Sell
22,345
-11,942
-35% -$1.37M 1.01% 14
2023
Q4 		$3.83M Sell
34,287
-98
-0.3% -$10.3K 1.43% 11
2023
Q3 		$3.55M Buy
34,385
+637
+2% +$68.3K 1.41% 11
2023
Q2 		$3.58M Buy
33,748
+4,792
+17% +$503K 1.35% 11
2023
Q1 		$3.06M Buy
28,956
+5,541
+24% +$596K 1.19% 12
2022
Q4 		$2.53M Sell
23,415
-2,680
-10% -$285K 1.02% 12
2022
Q3 		$2.48M Sell
26,095
-130
-0.5% -$13.5K 1.17% 12
2022
Q2 		$2.67M Sell
26,225
-193
-0.7% -$20.9K 1.24% 12
2022
Q1 		$2.96M Buy
26,418
+165
+0.6% +$18.4K 1.2% 12
2021
Q4 		$2.94M Sell
26,253
-1,460
-5% -$159K 1.12% 12
2021
Q3 		$2.86M Sell
27,713
-97
-0.3% -$10.3K 1.08% 12
2021
Q2 		$2.91M Buy
27,810
+231
+0.8% +$24.3K 1.12% 11
2021
Q1 		$2.79M Buy
27,579
+4,002
+17% +$386K 1.17% 11
2020
Q4 		$2.16M Sell
23,577
-136
-0.6% -$11.8K 0.9% 14
2020
Q3 		$1.92M Buy
23,713
+961
+4% +$78.7K 1.02% 14
2020
Q2 		$1.79M Buy
+22,752
New +$1.77M 1.59% 8

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

Prudent Man Advisors's VYM Position: Q1 2026 in Review

Prudent Man Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q1 2026, buying an estimated $28.3K and bringing the position to 15,492 shares worth $2.29M. The position accounts for 0.69% of the portfolio, ranked #36.

Prudent Man Advisors first reported a position in VYM in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.83M in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Prudent Man Advisors held 15,492 shares of Vanguard High Dividend Yield ETF worth $2.29M as of Q1 2026.
  • Prudent Man Advisors bought 188 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $28.3K.
  • Vanguard High Dividend Yield ETF made up 0.69% of Prudent Man Advisors's portfolio in Q1 2026, its #36 holding.
  • Prudent Man Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Vanguard High Dividend Yield ETF position peaked at $3.83M in Q4 2023.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.