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Putney Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-15
Closed -$2K – 280
2025
Q2 		$2K Hold
15
– – ﹤0.01% 267
2025
Q1 		$1.93K Hold
15
– – ﹤0.01% 262
2024
Q4 		$1.91K Buy
+15
New +$1.96K ﹤0.01% 278

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Putney Financial Group's VYM Position: Q3 2025 in Review

Putney Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 15 shares — an estimated $2K sold.

Putney Financial Group first reported a position in VYM in Q4 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Putney Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 15 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $2K.
  • Putney Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Vanguard High Dividend Yield ETF position peaked at $2K in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.