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Sagespring Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sagespring Wealth 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
Q2 		$2.35M Sell
14,852
-248
-2% -$38.8K 0.04% 195
2026
Q1 		$2.24M Sell
15,100
-118
-0.8% -$17.7K 0.04% 182
2025
Q4 		$2.18M Sell
15,218
-86
-0.6% -$12.2K 0.04% 177
2025
Q3 		$2.16M Sell
15,304
-9,004
-37% -$1.24M 0.04% 172
2025
Q2 		$3.24M Sell
24,308
-521
-2% -$66K 0.07% 137
2025
Q1 		$3.2M Buy
24,829
+171
+0.7% +$22.4K 0.08% 120
2024
Q4 		$3.15M Buy
+24,658
New +$3.22M 0.08% 108

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

Sagespring Wealth Partners's VYM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, selling an estimated $38.8K and leaving 14,852 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #195.

Sagespring Wealth Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q2 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sagespring Wealth Partners held 14,852 shares of Vanguard High Dividend Yield ETF worth $2.35M as of Q2 2026.
  • Sagespring Wealth Partners sold 248 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $3.24M in Q2 2025.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.