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Redmont Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Redmont Wealth Advisors’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
2025
Q4 		$506K Hold
3,529
– – 0.77% 35
2025
Q3 		$497K Sell
3,529
-3,908
-53% -$537K 0.69% 41
2025
Q2 		$991K Buy
7,437
+3,946
+113% +$500K 1.45% 18
2025
Q1 		$450K Buy
3,491
+150
+4% +$19.6K 0.88% 26
2024
Q4 		$426K Sell
3,341
-4,099
-55% -$534K 0.74% 41
2024
Q3 		$954K Buy
7,440
+4,099
+123% +$506K 1.48% 12
2024
Q2 		$396K Hold
3,341
– – 0.62% 47
2024
Q1 		$404K Sell
3,341
-4,286
-56% -$491K 0.56% 47
2023
Q4 		$851K Sell
7,627
-3,343
-30% -$351K 1.24% 20
2023
Q3 		$1.13M Hold
10,970
– – 1.99% 11
2023
Q2 		$1.16M Sell
10,970
-2,714
-20% -$285K 2% 10
2023
Q1 		$1.44M Sell
13,684
-7,511
-35% -$808K 2.91% 8
2022
Q4 		$2.29M Sell
21,195
-13
-0.1% -$1.38K 2.69% 7
2022
Q3 		$2.01M Buy
21,208
+873
+4% +$90.8K 2.62% 8
2022
Q2 		$2.07M Buy
20,335
+8,925
+78% +$967K 2.51% 7
2022
Q1 		$1.28M Buy
11,410
+2,335
+26% +$260K 1.36% 14
2021
Q4 		$1.02M Buy
+9,075
New +$987K 1.09% 16

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Redmont Wealth Advisors's VYM Position: Q4 2025 in Review

Redmont Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2025 at 3,529 shares worth $506K. The position accounts for 0.77% of the portfolio, ranked #35.

Redmont Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2022. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Redmont Wealth Advisors held 3,529 shares of Vanguard High Dividend Yield ETF worth $506K as of Q4 2025.
  • Redmont Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2025.
  • Vanguard High Dividend Yield ETF made up 0.77% of Redmont Wealth Advisors's portfolio in Q4 2025, its #35 holding.
  • Redmont Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • Redmont Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.29M in Q4 2022.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.