Quartz Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quartz Partners’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	$1.14M	Buy	7,221 +166	+2%	+$25.9K	0.37%	63
2026 Q1	$1.04M	Buy	7,055 +124	+2%	+$18.6K	0.4%	52
2025 Q4	$995K	Buy	6,931 +61	+0.9%	+$8.68K	0.37%	58
2025 Q3	$968K	Sell	6,870 -6,166	-47%	-$847K	0.35%	62
2025 Q2	$1.74M	Buy	13,036 +312	+2%	+$39.5K	0.8%	34
2025 Q1	$1.64M	Buy	12,724 +1,396	+12%	+$183K	1%	32
2024 Q4	$1.45M	Buy	11,328 +133	+1%	+$17.3K	0.88%	32
2024 Q3	$1.44M	Buy	+11,195	New	+$1.38M	0.9%	31

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

Quartz Partners's VYM Position: Q2 2026 in Review

Quartz Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 7,221 shares worth $1.14M. The position accounts for 0.37% of the portfolio, ranked #63.

Quartz Partners first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2025. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Quartz Partners held 7,221 shares of Vanguard High Dividend Yield ETF worth $1.14M as of Q2 2026.
Quartz Partners bought 166 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $25.9K.
Vanguard High Dividend Yield ETF made up 0.37% of Quartz Partners's portfolio in Q2 2026, its #63 holding.
Quartz Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's Vanguard High Dividend Yield ETF position peaked at $1.74M in Q2 2025.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.