Smartleaf Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Smartleaf Asset Management’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	$3.56M	Sell	24,503 -541	-2%	-$81.3K	0.13%	144
2025 Q4	$3.62M	Buy	25,044 +1,695	+7%	+$241K	0.14%	135
2025 Q3	$3.28M	Buy	23,349 +116	+0.5%	+$15.9K	0.2%	107
2025 Q2	$3.08M	Buy	23,233 +1,878	+9%	+$238K	0.27%	71
2025 Q1	$2.72M	Buy	21,355 +10,693	+100%	+$1.4M	0.26%	78
2024 Q4	$1.36M	Buy	10,662 +844	+9%	+$110K	0.14%	162
2024 Q3	$1.25M	Buy	9,818 +1,225	+14%	+$151K	0.15%	150
2024 Q2	$1.02M	Sell	8,593 -9,781	-53%	-$1.16M	0.17%	147
2024 Q1	$2.22M	Buy	18,374 +8,592	+88%	+$984K	0.43%	48
2023 Q4	$1.1M	Buy	+9,782	New	+$1.03M	0.29%	87

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

Smartleaf Asset Management's VYM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q1 2026, selling an estimated $81.3K and leaving 24,503 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #144.

Smartleaf Asset Management first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.62M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Smartleaf Asset Management held 24,503 shares of Vanguard High Dividend Yield ETF worth $3.56M as of Q1 2026.
Smartleaf Asset Management sold 541 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $81.3K.
Vanguard High Dividend Yield ETF made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #144 holding.
Smartleaf Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vanguard High Dividend Yield ETF position peaked at $3.62M in Q4 2025.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.