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Ritholtz Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ritholtz Wealth Management’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 		$4.75M Sell
30,044
-217
-0.7% -$33.9K 0.07% 196
2026
Q1 		$4.48M Buy
30,261
+333
+1% +$50.1K 0.08% 185
2025
Q4 		$4.3M Buy
29,928
+1,067
+4% +$152K 0.08% 172
2025
Q3 		$4.07M Buy
28,861
+280
+1% +$38.5K 0.08% 166
2025
Q2 		$3.81M Sell
28,581
-723
-2% -$91.6K 0.08% 149
2025
Q1 		$3.78M Sell
29,304
-4,825
-14% -$632K 0.11% 126
2024
Q4 		$4.35M Buy
34,129
+302
+0.9% +$39.4K 0.13% 102
2024
Q3 		$4.34M Sell
33,827
-4,038
-11% -$498K 0.13% 94
2024
Q2 		$4.49M Buy
37,865
+730
+2% +$86.6K 0.15% 84
2024
Q1 		$4.49M Buy
37,135
+5,115
+16% +$586K 0.16% 85
2023
Q4 		$3.57M Buy
32,020
+1,335
+4% +$140K 0.14% 90
2023
Q3 		$3.17M Buy
30,685
+25,768
+524% +$2.76M 0.14% 94
2023
Q2 		$522K Buy
+4,917
New +$516K 0.02% 427
2023
Q1 		– Sell
-6,172
Closed -$668K – 674
2022
Q4 		$668K Sell
6,172
-2,976
-33% -$317K 0.04% 308
2022
Q3 		$868K Buy
9,148
+4,552
+99% +$473K 0.05% 275
2022
Q2 		$467K Sell
4,596
-54
-1% -$5.85K 0.03% 333
2022
Q1 		$522K Buy
4,650
+55
+1% +$6.13K 0.04% 298
2021
Q4 		$515K Hold
4,595
– – 0.03% 298
2021
Q3 		$475K Sell
4,595
-575
-11% -$60.8K 0.03% 283
2021
Q2 		$542K Buy
5,170
+275
+6% +$28.9K 0.04% 239
2021
Q1 		$495K Buy
4,895
+300
+7% +$28.9K 0.04% 209
2020
Q4 		$420K Hold
4,595
– – 0.04% 192
2020
Q3 		$372K Buy
+4,595
New +$376K 0.04% 172

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

Ritholtz Wealth Management's VYM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.72% in Q2 2026, selling an estimated $33.9K and leaving 30,044 shares worth $4.75M. The position accounts for 0.07% of the portfolio, ranked #196.

Ritholtz Wealth Management first reported a position in VYM in Q3 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Ritholtz Wealth Management held 30,044 shares of Vanguard High Dividend Yield ETF worth $4.75M as of Q2 2026.
  • Ritholtz Wealth Management sold 217 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33.9K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.