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Ridgewood Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-417
Closed -$55.6K – 689
2025
Q2 		$55.6K Hold
417
– – 0.02% 319
2025
Q1 		$53.8K Hold
417
– – 0.03% 309
2024
Q4 		$53.2K Hold
417
– – 0.03% 300
2024
Q3 		$53.5K Hold
417
– – 0.03% 302
2024
Q2 		$49.5K Buy
+417
New +$49.4K 0.02% 319
2023
Q3 		– Sell
-462
Closed -$49K – 767
2023
Q2 		$49K Hold
462
– – 0.03% 329
2023
Q1 		$48.7K Buy
+462
New +$49.7K 0.03% 341

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's VYM Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 417 shares — an estimated $55.6K sold.

Ridgewood Investments first reported a position in VYM in Q1 2023 and held it in 7 quarters. The position peaked at $55.6K in Q2 2025. 1,840 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Ridgewood Investments reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 417 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $55.6K.
  • Ridgewood Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Vanguard High Dividend Yield ETF position peaked at $55.6K in Q2 2025.
  • 1,840 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.