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

PTM 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 Q2	$457K	Buy	2,819 +22	+0.8%	+$3.44K	0.21%	32
2026 Q1	$416K	Buy	2,797 +15	+0.5%	+$2.25K	0.22%	34
2025 Q4	$406K	Buy	2,782 +937	+51%	+$133K	0.23%	34
2025 Q3	$261K	Buy	1,845 +11	+0.6%	+$1.51K	0.16%	46
2025 Q2	$249K	Buy	+1,834	New	+$232K	0.16%	41

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

PTM Wealth Management's VYM Position: Q2 2026 in Review

PTM Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.79% in Q2 2026, buying an estimated $3.44K and bringing the position to 2,819 shares worth $457K. The position accounts for 0.21% of the portfolio, ranked #32.

PTM Wealth Management first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

PTM Wealth Management held 2,819 shares of Vanguard High Dividend Yield ETF worth $457K as of Q2 2026.
PTM Wealth Management bought 22 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.44K.
Vanguard High Dividend Yield ETF made up 0.21% of PTM Wealth Management's portfolio in Q2 2026, its #32 holding.
PTM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.