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 Q2	$379K	Sell	2,400 -355	-13%	-$55.5K	0.04%	279
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Redwood Investment Management's VYM Position: Q2 2026 in Review

Redwood Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, selling an estimated $55.5K and leaving 2,400 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #279.

Redwood Investment Management first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $408K in Q1 2026. 2,068 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Redwood Investment Management held 2,400 shares of Vanguard High Dividend Yield ETF worth $379K as of Q2 2026.
Redwood Investment Management sold 355 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $55.5K.
Vanguard High Dividend Yield ETF made up 0.04% of Redwood Investment Management's portfolio in Q2 2026, its #279 holding.
Redwood Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
Redwood Investment Management's Vanguard High Dividend Yield ETF position peaked at $408K in Q1 2026.
2,068 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.