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

Semus 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	$552K	Buy	3,725 +15	+0.4%	+$2.25K	0.31%	58
2025 Q4	$532K	Buy	3,710 +17	+0.5%	+$2.42K	0.29%	60
2025 Q3	$521K	Buy	3,693 +272	+8%	+$37.4K	0.29%	58
2025 Q2	$456K	Buy	3,421 +17	+0.5%	+$2.15K	0.3%	62
2025 Q1	$439K	Buy	3,404 +17	+0.5%	+$2.23K	0.31%	61
2024 Q4	$432K	Buy	3,387 +20	+0.6%	+$2.61K	0.29%	60
2024 Q3	$432K	Buy	3,367 +19	+0.6%	+$2.35K	0.3%	64
2024 Q2	$397K	Sell	3,348 -137	-4%	-$16.2K	0.31%	63
2024 Q1	$422K	Sell	3,485 -1,946	-36%	-$223K	0.36%	65
2023 Q4	$606K	Sell	5,431 -527	-9%	-$55.4K	0.5%	43
2023 Q3	$616K	Sell	5,958 -813	-12%	-$87.2K	0.57%	39
2023 Q2	$718K	Buy	6,771 +563	+9%	+$59.1K	0.66%	32
2023 Q1	$655K	Sell	6,208 -441	-7%	-$47.4K	0.7%	32
2022 Q4	$719K	Buy	+6,649	New	+$707K	0.87%	27

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

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

Semus Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.4% in Q1 2026, buying an estimated $2.25K and bringing the position to 3,725 shares worth $552K. The position accounts for 0.31% of the portfolio, ranked #58.

Semus Wealth Partners first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $719K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Semus Wealth Partners held 3,725 shares of Vanguard High Dividend Yield ETF worth $552K as of Q1 2026.
Semus Wealth Partners bought 15 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.25K.
Vanguard High Dividend Yield ETF made up 0.31% of Semus Wealth Partners's portfolio in Q1 2026, its #58 holding.
Semus Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $719K in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.