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 Q2	$591K	Buy	3,741 +16	+0.4%	+$2.5K	0.29%	64
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Semus Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.43% in Q2 2026, buying an estimated $2.5K and bringing the position to 3,741 shares worth $591K. The position accounts for 0.29% of the portfolio, ranked #64.

Semus Wealth Partners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $719K in Q4 2022. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Semus Wealth Partners held 3,741 shares of Vanguard High Dividend Yield ETF worth $591K as of Q2 2026.
Semus Wealth Partners bought 16 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.5K.
Vanguard High Dividend Yield ETF made up 0.29% of Semus Wealth Partners's portfolio in Q2 2026, its #64 holding.
Semus Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Semus Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $719K in Q4 2022.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.