Resonant Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Resonant Capital 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
2026 Q1	$829K	Hold	5,600	–	–	0.04%	195
2025 Q4	$804K	Hold	5,600	–	–	0.04%	187
2025 Q3	$789K	Hold	5,600	–	–	0.05%	186
2025 Q2	$747K	Hold	5,600	–	–	0.05%	191
2025 Q1	$722K	Hold	5,600	–	–	0.05%	170
2024 Q4	$715K	Hold	5,600	–	–	0.05%	174
2024 Q3	$718K	Sell	5,600 -44,910	-89%	-$5.54M	0.05%	180
2024 Q2	$5.99M	Hold	50,510	–	–	0.49%	44
2024 Q1	$6.11M	Hold	50,510	–	–	0.52%	42
2023 Q4	$5.64M	Hold	50,510	–	–	0.54%	41
2023 Q3	$5.22M	Hold	50,510	–	–	0.56%	41
2023 Q2	$5.36M	Hold	50,510	–	–	0.58%	43
2023 Q1	$5.33M	Buy	50,510 +44,910	+802%	+$4.83M	0.6%	43
2022 Q4	$606K	Hold	5,600	–	–	0.08%	151
2022 Q3	$531K	Hold	5,600	–	–	0.08%	145
2022 Q2	$570K	Sell	5,600 -301	-5%	-$32.6K	0.09%	138
2022 Q1	$665K	Hold	5,901	–	–	0.1%	121
2021 Q4	$662K	Hold	5,901	–	–	0.1%	115
2021 Q3	$610K	Sell	5,901 -139	-2%	-$14.7K	0.11%	111
2021 Q2	$633K	Buy	6,040 +440	+8%	+$46.2K	0.12%	98
2021 Q1	$566K	Hold	5,600	–	–	0.12%	95
2020 Q4	$512K	Hold	5,600	–	–	0.12%	103
2020 Q3	$453K	Hold	5,600	–	–	0.13%	98
2020 Q2	$441K	Sell	5,600 -6,000	-52%	-$466K	0.13%	110
2020 Q1	$821K	Hold	11,600	–	–	0.3%	93
2019 Q4	$1.09M	Buy	+11,600	New	+$1.05M	0.34%	92

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

Resonant Capital Advisors's VYM Position: Q1 2026 in Review

Resonant Capital Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 5,600 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #195.

Resonant Capital Advisors first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.11M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Resonant Capital Advisors held 5,600 shares of Vanguard High Dividend Yield ETF worth $829K as of Q1 2026.
Resonant Capital Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Resonant Capital Advisors's portfolio in Q1 2026, its #195 holding.
Resonant Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
Resonant Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $6.11M in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.