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

Ruedi 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
2025
Q2 		– Sell
-35
Closed -$4.51K – 321
2025
Q1 		$4.51K Hold
35
– – ﹤0.01% 221
2024
Q4 		$4.47K Hold
35
– – ﹤0.01% 221
2024
Q3 		$4.49K Hold
35
– – ﹤0.01% 224
2024
Q2 		$4.15K Hold
35
– – ﹤0.01% 267
2024
Q1 		$4.24K Buy
+35
New +$4.01K ﹤0.01% 210
2023
Q2 		– Sell
-1,135
Closed -$120K – 265
2023
Q1 		$120K Buy
+1,135
New +$122K 0.08% 48

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ruedi Wealth Management's VYM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 35 shares — an estimated $4.51K sold.

Ruedi Wealth Management first reported a position in VYM in Q1 2023 and held it in 6 quarters. The position peaked at $120K in Q1 2023. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 35 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $4.51K.
  • Ruedi Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 6 quarters.
  • Ruedi Wealth Management's Vanguard High Dividend Yield ETF position peaked at $120K in Q1 2023.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.