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Redwood Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Redwood Investment Management’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 		$408K Buy
2,755
+223
+9% +$33.5K 0.05% 243
2025
Q4 		$363K Sell
2,532
-7
-0.3% -$996 0.04% 274
2025
Q3 		$358K Buy
2,539
+320
+14% +$44K 0.04% 252
2025
Q2 		$296K Sell
2,219
-3
-0.1% -$380 0.03% 265
2025
Q1 		$286K Sell
2,222
-14
-0.6% -$1.83K 0.03% 265
2024
Q4 		$285K Sell
2,236
-65
-3% -$8.48K 0.03% 297
2024
Q3 		$295K Sell
2,301
-13
-0.6% -$1.6K 0.03% 300
2024
Q2 		$274K Sell
2,314
-4
-0.2% -$474 0.02% 313
2024
Q1 		$280K Sell
2,318
-766
-25% -$87.8K 0.03% 302
2023
Q4 		$344K Sell
3,084
-363
-11% -$38.1K 0.03% 305
2023
Q3 		$356K Buy
+3,447
New +$370K 0.03% 291

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Redwood Investment Management's VYM Position: Q1 2026 in Review

Redwood Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.8% in Q1 2026, buying an estimated $33.5K and bringing the position to 2,755 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #243.

Redwood Investment Management first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Redwood Investment Management held 2,755 shares of Vanguard High Dividend Yield ETF worth $408K as of Q1 2026.
  • Redwood Investment Management bought 223 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $33.5K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Redwood Investment Management's portfolio in Q1 2026, its #243 holding.
  • Redwood Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.