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

Simplicity Wealth’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	$13.6M	Buy	86,122 +22,489	+35%	+$3.51M	0.46%	50
2026 Q1	$9.42M	Buy	63,633 +2,633	+4%	+$396K	0.53%	35
2025 Q4	$8.75M	Buy	61,000 +8,691	+17%	+$1.24M	0.52%	38
2025 Q3	$7.37M	Sell	52,309 -21,681	-29%	-$2.98M	0.43%	46
2025 Q2	$9.86M	Buy	73,990 +33,188	+81%	+$4.2M	0.41%	50
2025 Q1	$5.26M	Buy	40,802 +39,048	+2,226%	+$5.11M	0.41%	47
2024 Q4	$224K	Sell	1,754 -22,664	-93%	-$2.96M	0.05%	289
2024 Q3	$3.13M	Sell	24,418 -1,762	-7%	-$218K	0.29%	79
2024 Q2	$3.11M	Buy	26,180 +6,803	+35%	+$807K	0.07%	264
2024 Q1	$2.34M	Buy	19,377 +12,429	+179%	+$1.42M	0.06%	322
2023 Q4	$776K	Buy	6,948 +2,069	+42%	+$217K	0.3%	53
2023 Q3	$504K	Buy	+4,879	New	+$523K	0.3%	43
2023 Q2	–	Sell	-2,156	Closed	-$227K	–	83
2023 Q1	$227K	Sell	2,156 -595	-22%	-$64K	0.15%	60
2022 Q4	$298K	Buy	+2,751	New	+$293K	0.26%	51

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

Simplicity Wealth's VYM Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 35% in Q2 2026, buying an estimated $3.51M and bringing the position to 86,122 shares worth $13.6M. The position accounts for 0.46% of the portfolio, ranked #50.

Simplicity Wealth first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Simplicity Wealth held 86,122 shares of Vanguard High Dividend Yield ETF worth $13.6M as of Q2 2026.
Simplicity Wealth bought 22,489 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.51M.
Vanguard High Dividend Yield ETF made up 0.46% of Simplicity Wealth's portfolio in Q2 2026, its #50 holding.
Simplicity Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.