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Retirement Income Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Retirement Income Solutions’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 		$521K Hold
3,518
– – 0.09% 92
2026
Q1 		$521K Buy
3,518
+74
+2% +$11.1K 0.09% 92
2025
Q4 		$494K Hold
3,444
– – 0.08% 92
2025
Q3 		$485K Hold
3,444
– – 0.08% 94
2025
Q2 		$459K Hold
3,444
– – 0.08% 89
2025
Q1 		$444K Hold
3,444
– – 0.09% 80
2024
Q4 		$439K Sell
3,444
-413
-11% -$53.9K 0.09% 81
2024
Q3 		$494K Hold
3,857
– – 0.11% 73
2024
Q2 		$457K Sell
3,857
-720
-16% -$85.4K 0.11% 77
2024
Q1 		$554K Buy
4,577
+266
+6% +$30.5K 0.13% 74
2023
Q4 		$481K Sell
4,311
-770
-15% -$80.9K 0.12% 77
2023
Q3 		$525K Hold
5,081
– – 0.15% 68
2023
Q2 		$539K Sell
5,081
-92
-2% -$9.65K 0.14% 70
2023
Q1 		$546K Sell
5,173
-5,359
-51% -$576K 0.16% 70
2022
Q4 		$1.14M Buy
10,532
+7,747
+278% +$824K 0.36% 36
2022
Q3 		$268K Buy
2,785
+552
+25% +$57.4K 0.1% 90
2022
Q2 		$227K Hold
2,233
– – 0.08% 101
2022
Q1 		$251K Hold
2,233
– – 0.07% 101
2021
Q4 		$250K Buy
+2,233
New +$243K 0.07% 102

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

Retirement Income Solutions's VYM Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,518 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #92.

Retirement Income Solutions first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2022. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Retirement Income Solutions held 3,518 shares of Vanguard High Dividend Yield ETF worth $521K as of Q2 2026.
  • Retirement Income Solutions left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.09% of Retirement Income Solutions's portfolio in Q2 2026, its #92 holding.
  • Retirement Income Solutions first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Income Solutions's Vanguard High Dividend Yield ETF position peaked at $1.14M in Q4 2022.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.