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

Robertson Stephens 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	$11.3M	Sell	71,399 -1,021	-1%	-$160K	0.28%	67
2026 Q1	$10.7M	Sell	72,420 -2,082	-3%	-$313K	0.3%	67
2025 Q4	$10.7M	Sell	74,502 -3,966	-5%	-$564K	0.28%	69
2025 Q3	$11.1M	Sell	78,468 -662	-0.8%	-$91K	0.33%	55
2025 Q2	$10.5M	Buy	79,130 +10,130	+15%	+$1.28M	0.34%	58
2025 Q1	$8.9M	Sell	69,000 -969	-1%	-$127K	0.31%	63
2024 Q4	$8.93M	Buy	69,969 +1,033	+1%	+$135K	0.32%	66
2024 Q3	$8.84M	Buy	68,936 +67,224	+3,927%	+$8.3M	0.32%	69
2024 Q2	$203K	Sell	1,712 -1,852	-52%	-$220K	0.01%	480
2024 Q1	$431K	Hold	3,564	–	–	0.02%	364
2023 Q4	$398K	Sell	3,564 -80	-2%	-$8.41K	0.02%	344
2023 Q3	$376K	Buy	+3,644	New	+$391K	0.03%	351
2022 Q3	–	Sell	-2,296	Closed	-$233K	–	395
2022 Q2	$233K	Sell	2,296 -107	-4%	-$11.6K	0.02%	333
2022 Q1	$269K	Sell	2,403 -16	-0.7%	-$1.78K	0.02%	330
2021 Q4	$271K	Buy	+2,419	New	+$263K	0.02%	333
2021 Q3	–	Sell	-2,020	Closed	-$211K	–	347
2021 Q2	$211K	Buy	+2,020	New	+$212K	0.03%	316

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

Robertson Stephens Wealth Management's VYM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, selling an estimated $160K and leaving 71,399 shares worth $11.3M. The position accounts for 0.28% of the portfolio, ranked #67.

Robertson Stephens Wealth Management first reported a position in VYM in Q2 2021 and has held it in 16 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Robertson Stephens Wealth Management held 71,399 shares of Vanguard High Dividend Yield ETF worth $11.3M as of Q2 2026.
Robertson Stephens Wealth Management sold 1,021 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $160K.
Vanguard High Dividend Yield ETF made up 0.28% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #67 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 16 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.