Pure Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pure Financial 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	$529K	Buy	3,570 +659	+23%	+$99.1K	0.01%	322
2025 Q4	$418K	Sell	2,911 -1,069	-27%	-$152K	0.01%	349
2025 Q3	$561K	Buy	3,980 +1,249	+46%	+$172K	0.01%	286
2025 Q2	$364K	Sell	2,731 -236	-8%	-$29.9K	0.01%	350
2025 Q1	$383K	Buy	2,967 +697	+31%	+$91.2K	0.01%	282
2024 Q4	$290K	Buy	2,270 +586	+35%	+$76.4K	0.01%	293
2024 Q3	$216K	Buy	+1,684	New	+$208K	0.01%	314
2024 Q2	–	Sell	-1,751	Closed	-$212K	–	331
2024 Q1	$212K	Sell	1,751 -163	-9%	-$18.7K	0.01%	295
2023 Q4	$214K	Buy	+1,914	New	+$201K	0.01%	284
2023 Q1	–	Sell	-2,759	Closed	-$299K	–	259
2022 Q4	$299K	Hold	2,759	–	–	0.02%	195
2022 Q3	$262K	Sell	2,759 -3,271	-54%	-$340K	0.02%	192
2022 Q2	$613K	Buy	6,030 +2,717	+82%	+$294K	0.04%	137
2022 Q1	$372K	Sell	3,313 -1,022	-24%	-$114K	0.02%	168
2021 Q4	$486K	Buy	4,335 +331	+8%	+$36K	0.02%	135
2021 Q3	$414K	Buy	+4,004	New	+$423K	0.03%	133

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pure Financial Advisors's VYM Position: Q1 2026 in Review

Pure Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q1 2026, buying an estimated $99.1K and bringing the position to 3,570 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #322.

Pure Financial Advisors first reported a position in VYM in Q3 2021 and has held it in 15 quarters since. The position peaked at $613K in Q2 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Pure Financial Advisors held 3,570 shares of Vanguard High Dividend Yield ETF worth $529K as of Q1 2026.
Pure Financial Advisors bought 659 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $99.1K.
Vanguard High Dividend Yield ETF made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #322 holding.
Pure Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 15 quarters since.
Pure Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $613K in Q2 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.