Smith & Howard Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Smith & Howard Wealth 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	$337K	Buy	2,278 +370	+19%	+$55.6K	0.07%	63
2025 Q4	$274K	Hold	1,908	–	–	0.06%	68
2025 Q3	$269K	Hold	1,908	–	–	0.06%	65
2025 Q2	$254K	Hold	1,908	–	–	0.06%	68
2025 Q1	$246K	Hold	1,908	–	–	0.07%	69
2024 Q4	$243K	Hold	1,908	–	–	0.07%	69
2024 Q3	$245K	Hold	1,908	–	–	0.07%	73
2024 Q2	$226K	Hold	1,908	–	–	0.07%	75
2024 Q1	$231K	Hold	1,908	–	–	0.07%	74
2023 Q4	$213K	Buy	+1,908	New	+$200K	0.08%	70
2023 Q3	–	Sell	-1,908	Closed	-$202K	–	72
2023 Q2	$202K	Hold	1,908	–	–	0.07%	68
2023 Q1	$201K	Hold	1,908	–	–	0.07%	70
2022 Q4	$206K	Buy	+1,908	New	+$203K	0.08%	68

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

Smith & Howard Wealth Management's VYM Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q1 2026, buying an estimated $55.6K and bringing the position to 2,278 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #63.

Smith & Howard Wealth Management first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Smith & Howard Wealth Management held 2,278 shares of Vanguard High Dividend Yield ETF worth $337K as of Q1 2026.
Smith & Howard Wealth Management bought 370 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $55.6K.
Vanguard High Dividend Yield ETF made up 0.07% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #63 holding.
Smith & Howard Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.