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 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 $1.37T 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

Quartz Partners's VYM Position: Q1 2026 in Review

Quartz Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, buying an estimated $18.6K and bringing the position to 7,055 shares worth $1.04M. The position accounts for 0.4% of the portfolio, ranked #52.

Quartz Partners first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Quartz Partners held 7,055 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q1 2026.
Quartz Partners bought 124 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $18.6K.
Vanguard High Dividend Yield ETF made up 0.4% of Quartz Partners's portfolio in Q1 2026, its #52 holding.
Quartz Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's Vanguard High Dividend Yield ETF position peaked at $1.74M in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.