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

Quadrant Private 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 Q1	$781K	Buy	5,274 +232	+5%	+$34.9K	0.12%	145
2025 Q4	$724K	Buy	5,042 +403	+9%	+$57.3K	0.12%	139
2025 Q3	$654K	Buy	4,639 +731	+19%	+$100K	0.12%	137
2025 Q2	$521K	Buy	3,908 +61	+2%	+$7.73K	0.11%	148
2025 Q1	$496K	Buy	3,847 +526	+16%	+$68.9K	0.12%	141
2024 Q4	$424K	Buy	3,321 +637	+24%	+$83.1K	0.1%	163
2024 Q3	$344K	Buy	2,684 +153	+6%	+$18.9K	0.09%	178
2024 Q2	$300K	Buy	2,531 +570	+29%	+$67.6K	0.07%	188
2024 Q1	$237K	Buy	1,961 +102	+5%	+$11.7K	0.06%	203
2023 Q4	$208K	Buy	+1,859	New	+$195K	0.06%	213

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

Quadrant Private Wealth Management's VYM Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q1 2026, buying an estimated $34.9K and bringing the position to 5,274 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #145.

Quadrant Private Wealth Management first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Quadrant Private Wealth Management held 5,274 shares of Vanguard High Dividend Yield ETF worth $781K as of Q1 2026.
Quadrant Private Wealth Management bought 232 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $34.9K.
Vanguard High Dividend Yield ETF made up 0.12% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #145 holding.
Quadrant Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.