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Relyea Zuckerberg Hanson’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Relyea Zuckerberg Hanson’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 		$3M Buy
19,013
+13,361
+236% +$2.09M 0.25% 60
2026
Q1 		$837K Hold
5,652
– – 0.08% 113
2025
Q4 		$811K Hold
5,652
– – 0.08% 118
2025
Q3 		$797K Sell
5,652
-3,263
-37% -$448K 0.08% 118
2025
Q2 		$1.19M Buy
8,915
+28
+0.3% +$3.55K 0.14% 90
2025
Q1 		$1.15M Sell
8,887
-1,841
-17% -$241K 0.15% 84
2024
Q4 		$1.37M Buy
10,728
+30
+0.3% +$3.91K 0.18% 78
2024
Q3 		$1.37M Sell
10,698
-786
-7% -$97K 0.21% 69
2024
Q2 		$1.36M Buy
11,484
+1,033
+10% +$122K 0.23% 64
2024
Q1 		$1.26M Sell
10,451
-1,435
-12% -$164K 0.22% 63
2023
Q4 		$1.33M Buy
11,886
+644
+6% +$67.7K 0.26% 57
2023
Q3 		$1.16M Sell
11,242
-893
-7% -$95.8K 0.26% 59
2023
Q2 		$1.29M Sell
12,135
-4,407
-27% -$462K 0.29% 51
2023
Q1 		$1.75M Buy
16,542
+113
+0.7% +$12.2K 0.43% 42
2022
Q4 		$1.78M Buy
16,429
+9,397
+134% +$1,000K 0.51% 31
2022
Q3 		$667K Buy
7,032
+1,340
+24% +$139K 0.24% 67
2022
Q2 		$579K Buy
5,692
+466
+9% +$50.5K 0.22% 71
2022
Q1 		$590K Buy
5,226
+2,893
+124% +$323K 0.19% 82
2021
Q4 		$256K Buy
2,333
+1
+0% +$109 0.09% 132
2021
Q3 		$241K Buy
2,332
+1
+0% +$106 0.09% 131
2021
Q2 		$244K Sell
2,331
-389
-14% -$40.8K 0.1% 119
2021
Q1 		$280K Sell
2,720
-259
-9% -$25K 0.12% 104
2020
Q4 		$273K Buy
2,979
+2
+0.1% +$174 0.15% 98
2020
Q3 		$250K Sell
2,977
-319
-10% -$26.1K 0.16% 98
2020
Q2 		$260K Buy
+3,296
New +$256K 0.21% 99
2020
Q1 		– Sell
-9,393
Closed -$880K – 116
2019
Q4 		$880K Buy
+9,393
New +$852K 0.84% 28

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

Relyea Zuckerberg Hanson's VYM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard High Dividend Yield ETF (VYM) stake by 236% in Q2 2026, buying an estimated $2.09M and bringing the position to 19,013 shares worth $3M. The position accounts for 0.25% of the portfolio, ranked #60.

Relyea Zuckerberg Hanson first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 19,013 shares of Vanguard High Dividend Yield ETF worth $3M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 13,361 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.09M.
  • Vanguard High Dividend Yield ETF made up 0.25% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #60 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.