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 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 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

Sagespring Wealth Partners's VYM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.78% in Q1 2026, selling an estimated $17.7K and leaving 15,100 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #182.

Sagespring Wealth Partners first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Sagespring Wealth Partners held 15,100 shares of Vanguard High Dividend Yield ETF worth $2.24M as of Q1 2026.
Sagespring Wealth Partners sold 118 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $17.7K.
Vanguard High Dividend Yield ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #182 holding.
Sagespring Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $3.24M in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.