Simplex Trading
VYM icon

Simplex Trading’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Simplex Trading’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
2021
Q1 		– Sell
-348
Closed -$3.18M – 10153
2020
Q4 		$3.18M Sell
348
-418
-55% -$36.3K ﹤0.01% 1338
2020
Q3 		$6.2M Buy
766
+179
+30% +$14.7K 0.01% 733
2020
Q2 		$4.62M Buy
587
+235
+67% +$18.3K 0.01% 897
2020
Q1 		$2.49M Buy
352
+182
+107% +$15.6K ﹤0.01% 1115
2019
Q4 		$1.59M Sell
170
-90
-35% -$8.16K ﹤0.01% 1672
2019
Q3 		$2.31M Sell
260
-27
-9% -$2.36K 0.01% 1227
2019
Q2 		$2.51M Buy
287
+258
+890% +$22.3K 0.01% 1133
2019
Q1 		$248K Buy
29
+15
+107% +$1.25K ﹤0.01% 3381
2018
Q4 		$109K Buy
14
+5
+56% +$417 ﹤0.01% 3787
2018
Q3 		$78K Sell
9
-131
-94% -$11.3K ﹤0.01% 4701
2018
Q2 		$1.16M Sell
140
-14
-9% -$1.17K ﹤0.01% 1654
2018
Q1 		$16K Sell
154
-86
-36% -$7.39K ﹤0.01% 3583
2017
Q4 		$46K Buy
240
+126
+111% +$10.5K ﹤0.01% 2540
2017
Q3 		$21K Sell
114
-77
-40% -$6.11K ﹤0.01% 3117
2017
Q2 		$9K Buy
191
+60
+46% +$4.67K ﹤0.01% 4090
2017
Q1 		$5K Buy
131
+106
+424% +$8.18K ﹤0.01% 4631
2016
Q4 		$4K Sell
25
-58
-70% -$4.26K ﹤0.01% 4601
2016
Q3 		$8K Buy
83
+56
+207% +$4.07K ﹤0.01% 3857
2016
Q2 		$4K Buy
27
+20
+286% +$1.4K ﹤0.01% 4490
2016
Q1 		$2K Buy
+7
New +$458 ﹤0.01% 4826

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

Simplex Trading's VYM Position: Q1 2026 in Review

Simplex Trading sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 18,061 shares — an estimated $2.59M sold.

Simplex Trading first reported a position in VYM in Q4 2014 and held it in 22 quarters. The position peaked at $3.55M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Simplex Trading reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 18,061 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.59M.
  • Simplex Trading first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 22 quarters.
  • Simplex Trading's Vanguard High Dividend Yield ETF position peaked at $3.55M in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.