Richard W. Paul & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Richard W. Paul & Associates’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	$2.39M	Buy	15,110 +64	+0.4%	+$10K	0.73%	28
2026 Q1	$2.23M	Sell	15,046 -5	-0%	-$752	0.75%	27
2025 Q4	$2.16M	Buy	15,051 +14,843	+7,136%	+$2.11M	0.72%	27
2025 Q3	$29.3K	Hold	208	–	–	0.01%	188
2025 Q2	$27.7K	Sell	208 -36	-15%	-$4.56K	0.01%	206
2025 Q1	$31.5K	Hold	244	–	–	0.01%	201
2024 Q4	$31.1K	Hold	244	–	–	0.01%	230
2024 Q3	$31.3K	Hold	244	–	–	0.01%	231
2024 Q2	$28.9K	Hold	244	–	–	0.01%	230
2024 Q1	$29.5K	Hold	244	–	–	0.01%	236
2023 Q4	$27.2K	Hold	244	–	–	0.01%	236
2023 Q3	$25.2K	Hold	244	–	–	0.01%	232
2023 Q2	$25.9K	Hold	244	–	–	0.01%	246
2023 Q1	$25.7K	Hold	244	–	–	0.01%	249
2022 Q4	$26.4K	Buy	+244	New	+$26K	0.01%	248

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 22.96% 1-Year Est. Return

Richard W. Paul & Associates's VYM Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.43% in Q2 2026, buying an estimated $10K and bringing the position to 15,110 shares worth $2.39M. The position accounts for 0.73% of the portfolio, ranked #28.

Richard W. Paul & Associates first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Richard W. Paul & Associates held 15,110 shares of Vanguard High Dividend Yield ETF worth $2.39M as of Q2 2026.
Richard W. Paul & Associates bought 64 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10K.
Vanguard High Dividend Yield ETF made up 0.73% of Richard W. Paul & Associates's portfolio in Q2 2026, its #28 holding.
Richard W. Paul & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.