Red Tortoise LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Red Tortoise LLC’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	$1.88M	Sell	12,701 -404	-3%	-$60.7K	0.78%	32
2025 Q4	$1.88M	Sell	13,105 -120	-0.9%	-$17.1K	0.8%	31
2025 Q3	$1.86M	Buy	13,225 +49	+0.4%	+$6.73K	0.81%	34
2025 Q2	$1.76M	Buy	13,176 +21	+0.2%	+$2.66K	0.85%	32
2025 Q1	$1.7M	Buy	13,155 +21	+0.2%	+$2.75K	0.88%	29
2024 Q4	$1.68M	Buy	13,134 +23	+0.2%	+$3K	0.87%	30
2024 Q3	$1.68M	Sell	13,111 -158	-1%	-$19.5K	0.84%	30
2024 Q2	$1.57M	Buy	13,269 +29	+0.2%	+$3.44K	0.85%	29
2024 Q1	$1.6M	Sell	13,240 -1,344	-9%	-$154K	0.89%	29
2023 Q4	$1.63M	Buy	14,584 +2,190	+18%	+$230K	0.92%	25
2023 Q3	$1.28M	Buy	12,394 +24	+0.2%	+$2.58K	0.86%	28
2023 Q2	$1.31M	Buy	12,370 +65	+0.5%	+$6.82K	0.82%	28
2023 Q1	$1.3M	Buy	12,305 +23	+0.2%	+$2.47K	0.87%	30
2022 Q4	$1.33M	Buy	+12,282	New	+$1.31M	0.92%	26
2022 Q2	$1.26M	Buy	12,386 +27	+0.2%	+$2.93K	1.04%	25
2022 Q1	$1.39M	Buy	12,359 +1	+0%	+$112	1.05%	25
2021 Q4	$1.39M	Sell	12,358 -54	-0.4%	-$5.88K	0.96%	29
2021 Q3	$1.18M	Buy	+12,412	New	+$1.31M	0.92%	28

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

Red Tortoise LLC's VYM Position: Q1 2026 in Review

Red Tortoise LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q1 2026, selling an estimated $60.7K and leaving 12,701 shares worth $1.88M. The position accounts for 0.78% of the portfolio, ranked #32.

Red Tortoise LLC first reported a position in VYM in Q3 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Red Tortoise LLC held 12,701 shares of Vanguard High Dividend Yield ETF worth $1.88M as of Q1 2026.
Red Tortoise LLC sold 404 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $60.7K.
Vanguard High Dividend Yield ETF made up 0.78% of Red Tortoise LLC's portfolio in Q1 2026, its #32 holding.
Red Tortoise LLC first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 18 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.