Root Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Root Financial Partners’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 Q1	$1.72M	Sell	11,606 -51	-0.4%	-$7.67K	0.08%	70
2025 Q4	$1.67M	Sell	11,657 -874	-7%	-$124K	0.09%	66
2025 Q3	$1.77M	Sell	12,531 -9,495	-43%	-$1.3M	0.11%	58
2025 Q2	$2.94M	Buy	22,026 +11,348	+106%	+$1.44M	0.28%	35
2025 Q1	$1.38M	Sell	10,678 -528	-5%	-$69.1K	0.15%	52
2024 Q4	$1.43M	Buy	+11,206	New	+$1.46M	0.18%	43

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's VYM Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.44% in Q1 2026, selling an estimated $7.67K and leaving 11,606 shares worth $1.72M. The position accounts for 0.08% of the portfolio, ranked #70.

Root Financial Partners first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Root Financial Partners held 11,606 shares of Vanguard High Dividend Yield ETF worth $1.72M as of Q1 2026.
Root Financial Partners sold 51 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.67K.
Vanguard High Dividend Yield ETF made up 0.08% of Root Financial Partners's portfolio in Q1 2026, its #70 holding.
Root Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Vanguard High Dividend Yield ETF position peaked at $2.94M in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.