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Rebalance’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Rebalance’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 		$29.6M Sell
187,487
-11,601
-6% -$1.81M 1.55% 12
2026
Q1 		$29.5M Buy
199,088
+7,507
+4% +$1.13M 1.71% 13
2025
Q4 		$27.5M Sell
191,581
-10,669
-5% -$1.52M 1.61% 12
2025
Q3 		$28.5M Sell
202,250
-4,565
-2% -$627K 1.72% 12
2025
Q2 		$27.6M Sell
206,815
-1,699
-0.8% -$215K 1.87% 12
2025
Q1 		$26.9M Buy
208,514
+657
+0.3% +$86K 1.98% 12
2024
Q4 		$26.5M Sell
207,857
-17,550
-8% -$2.29M 1.98% 12
2024
Q3 		$28.9M Sell
225,407
-2,577
-1% -$318K 2.12% 12
2024
Q2 		$27M Sell
227,984
-5,717
-2% -$678K 2.18% 12
2024
Q1 		$28.3M Buy
233,701
+3,556
+2% +$407K 2.32% 12
2023
Q4 		$25.7M Sell
230,145
-15,426
-6% -$1.62M 2.24% 13
2023
Q3 		$25.4M Sell
245,571
-3,202
-1% -$344K 2.47% 13
2023
Q2 		$26.4M Sell
248,773
-375,886
-60% -$39.4M 2.5% 13
2023
Q1 		$65.9M Buy
624,659
+8,670
+1% +$932K 6.52% 5
2022
Q4 		$66.7M Buy
+615,989
New +$65.5M 6.92% 5

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rebalance's VYM Position: Q2 2026 in Review

Rebalance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.8% in Q2 2026, selling an estimated $1.81M and leaving 187,487 shares worth $29.6M. The position accounts for 1.55% of the portfolio, ranked #12.

Rebalance first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $66.7M in Q4 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Rebalance held 187,487 shares of Vanguard High Dividend Yield ETF worth $29.6M as of Q2 2026.
  • Rebalance sold 11,601 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.81M.
  • Vanguard High Dividend Yield ETF made up 1.55% of Rebalance's portfolio in Q2 2026, its #12 holding.
  • Rebalance first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's Vanguard High Dividend Yield ETF position peaked at $66.7M in Q4 2022.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.