Schechter Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Schechter Investment Advisors’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 Q1	$484K	Hold	3,751	–	–	0.04%	374
2024 Q4	$479K	Sell	3,751 -22	-0.6%	-$2.87K	0.04%	394
2024 Q3	$484K	Hold	3,773	–	–	0.04%	401
2024 Q2	$447K	Hold	3,773	–	–	0.03%	399
2024 Q1	$456K	Buy	3,773 +900	+31%	+$103K	0.03%	398
2023 Q4	$321K	Hold	2,873	–	–	0.03%	451
2023 Q3	$297K	Sell	2,873 -385	-12%	-$41.3K	0.03%	451
2023 Q2	$346K	Hold	3,258	–	–	0.03%	460
2023 Q1	$344K	Buy	3,258 +225	+7%	+$24.2K	0.03%	495
2022 Q4	$328K	Buy	3,033 +381	+14%	+$40.5K	0.03%	607
2022 Q3	$252K	Buy	2,652 +226	+9%	+$23.5K	0.02%	763
2022 Q2	$247K	Hold	2,426	–	–	0.02%	774
2022 Q1	$272K	Hold	2,426	–	–	0.03%	739
2021 Q4	$272K	Buy	+2,426	New	+$264K	0.02%	702

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

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

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

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

Schechter Investment Advisors's VYM Position: Q1 2025 in Review

Schechter Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2025 at 3,751 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #374.

Schechter Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 14 quarters since. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Schechter Investment Advisors held 3,751 shares of Vanguard High Dividend Yield ETF worth $484K as of Q1 2025.
Schechter Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2025.
Vanguard High Dividend Yield ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #374 holding.
Schechter Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 14 quarters since.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.