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

Sandbox 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 		$703K Buy
4,750
+63
+1% +$9.47K 0.2% 59
2025
Q4 		$673K Buy
4,687
+26
+0.6% +$3.7K 0.19% 60
2025
Q3 		$657K Buy
4,661
+89
+2% +$12.2K 0.19% 63
2025
Q2 		$609K Sell
4,572
-95
-2% -$12K 0.19% 61
2025
Q1 		$602K Buy
4,667
+51
+1% +$6.68K 0.21% 58
2024
Q4 		$589K Buy
4,616
+299
+7% +$39K 0.2% 58
2024
Q3 		$553K Buy
4,317
+84
+2% +$10.4K 0.2% 61
2024
Q2 		$502K Buy
4,233
+298
+8% +$35.3K 0.19% 62
2024
Q1 		$476K Sell
3,935
-8
-0.2% -$917 0.2% 61
2023
Q4 		$440K Buy
3,943
+68
+2% +$7.14K 0.21% 59
2023
Q3 		$400K Buy
3,875
+7
+0.2% +$751 0.21% 60
2023
Q2 		$410K Buy
3,868
+1
+0% +$105 0.21% 59
2023
Q1 		$408K Buy
3,867
+104
+3% +$11.2K 0.25% 57
2022
Q4 		$407K Hold
3,763
– – 0.28% 46
2022
Q3 		$357K Hold
3,763
– – 0.26% 51
2022
Q2 		$383K Hold
3,763
– – 0.27% 53
2022
Q1 		$422K Hold
3,763
– – 0.24% 48
2021
Q4 		$422K Hold
3,763
– – 0.26% 47
2021
Q3 		$389K Buy
+3,763
New +$398K 0.28% 51

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sandbox Financial Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q1 2026, buying an estimated $9.47K and bringing the position to 4,750 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #59.

Sandbox Financial Partners first reported a position in VYM in Q3 2021 and has held it in 19 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Sandbox Financial Partners held 4,750 shares of Vanguard High Dividend Yield ETF worth $703K as of Q1 2026.
  • Sandbox Financial Partners bought 63 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $9.47K.
  • Vanguard High Dividend Yield ETF made up 0.2% of Sandbox Financial Partners's portfolio in Q1 2026, its #59 holding.
  • Sandbox Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.