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

Rise 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 Q2	$215K	Buy	1,358 +4	+0.3%	+$625	0.06%	101
2026 Q1	$200K	Buy	+1,354	New	+$204K	0.07%	94
2025 Q4	–	Sell	-890	Closed	-$125K	–	1406
2025 Q3	$125K	Buy	890 +4	+0.5%	+$550	0.05%	138
2025 Q2	$118K	Buy	886 +5	+0.6%	+$633	0.05%	134
2025 Q1	$114K	Buy	881 +467	+113%	+$61.1K	0.05%	135
2024 Q4	$52.9K	Buy	414 +1	+0.2%	+$130	0.03%	220
2024 Q3	$52.9K	Buy	413 +2	+0.5%	+$247	0.03%	228
2024 Q2	$48.8K	Sell	411 -130	-24%	-$15.4K	0.03%	237
2024 Q1	$65.4K	Buy	541 +1	+0.2%	+$115	0.03%	186
2023 Q4	$60.2K	Sell	540 -114	-17%	-$12K	0.04%	138
2023 Q3	$67.6K	Sell	654 -132	-17%	-$14.2K	0.05%	118
2023 Q2	$83.3K	Sell	786 -160	-17%	-$16.8K	0.06%	113
2023 Q1	$99.8K	Buy	946 +4	+0.4%	+$430	0.08%	104
2022 Q4	$102K	Buy	942 +5	+0.5%	+$532	0.08%	102
2022 Q3	$89K	Buy	937 +5	+0.5%	+$520	0.07%	103
2022 Q2	$95K	Buy	932 +5	+0.5%	+$542	0.1%	95
2022 Q1	$104K	Buy	927 +385	+71%	+$42.9K	0.09%	98
2021 Q4	$60.8K	Buy	+542	New	+$59K	0.06%	130

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

Rise Advisors's VYM Position: Q2 2026 in Review

Rise Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.3% in Q2 2026, buying an estimated $625 and bringing the position to 1,358 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #101.

Rise Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Rise Advisors held 1,358 shares of Vanguard High Dividend Yield ETF worth $215K as of Q2 2026.
Rise Advisors bought 4 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $625.
Vanguard High Dividend Yield ETF made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #101 holding.
Rise Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.