RMP
VYM icon

Richards, Merrill & Peterson’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Richards, Merrill & Peterson’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 		$1.06M Sell
6,732
-295
-4% -$46.1K 0.34% 73
2026
Q1 		$1.04M Buy
7,027
+40
+0.6% +$6.01K 0.38% 68
2025
Q4 		$1M Buy
6,987
+135
+2% +$19.2K 0.38% 68
2025
Q3 		$966K Buy
6,852
+300
+5% +$41.2K 0.42% 65
2025
Q2 		$873K Buy
6,552
+534
+9% +$67.7K 0.42% 69
2025
Q1 		$776K Sell
6,018
-100
-2% -$13.1K 0.4% 67
2024
Q4 		$781K Buy
+6,118
New +$798K 0.41% 64

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

Richards, Merrill & Peterson's VYM Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, selling an estimated $46.1K and leaving 6,732 shares worth $1.06M. The position accounts for 0.34% of the portfolio, ranked #73.

Richards, Merrill & Peterson first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Richards, Merrill & Peterson held 6,732 shares of Vanguard High Dividend Yield ETF worth $1.06M as of Q2 2026.
  • Richards, Merrill & Peterson sold 295 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard High Dividend Yield ETF made up 0.34% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #73 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.