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

Riverbend 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 		$3.25M Buy
20,544
+1,192
+6% +$186K 1.63% 12
2026
Q1 		$2.87M Buy
19,352
+649
+3% +$97.6K 1.64% 13
2025
Q4 		$2.68M Buy
18,703
+384
+2% +$54.6K 1.67% 13
2025
Q3 		$2.58M Sell
18,319
-268
-1% -$36.8K 1.8% 13
2025
Q2 		$2.48M Buy
18,587
+1,057
+6% +$134K 1.88% 12
2025
Q1 		$2.26M Sell
17,530
-285
-2% -$37.3K 2.02% 10
2024
Q4 		$2.28M Buy
+17,815
New +$2.32M 2.03% 14

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Riverbend Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q2 2026, buying an estimated $186K and bringing the position to 20,544 shares worth $3.25M. The position accounts for 1.63% of the portfolio, ranked #12.

Riverbend Wealth Management first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Riverbend Wealth Management held 20,544 shares of Vanguard High Dividend Yield ETF worth $3.25M as of Q2 2026.
  • Riverbend Wealth Management bought 1,192 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $186K.
  • Vanguard High Dividend Yield ETF made up 1.63% of Riverbend Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Riverbend Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.