SWM
VYM icon

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

Spire 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
Q2 		$1.74M Sell
11,011
-456
-4% -$71.3K 0.05% 296
2026
Q1 		$1.7M Buy
11,467
+398
+4% +$59.8K 0.06% 288
2025
Q4 		$1.59M Sell
11,069
-679
-6% -$96.6K 0.05% 303
2025
Q3 		$1.66M Buy
11,748
+916
+8% +$126K 0.06% 278
2025
Q2 		$1.44M Sell
10,832
-3,105
-22% -$393K 0.05% 295
2025
Q1 		$1.8M Buy
13,937
+1,966
+16% +$257K 0.06% 283
2024
Q4 		$1.53M Buy
11,971
+570
+5% +$74.3K 0.05% 296
2024
Q3 		$1.46M Buy
11,401
+163
+1% +$20.1K 0.05% 293
2024
Q2 		$1.33M Sell
11,238
-5,974
-35% -$708K 0.05% 290
2024
Q1 		$2.08M Buy
17,212
+590
+4% +$67.6K 0.04% 248
2023
Q4 		$1.86M Sell
16,622
-3,850
-19% -$405K 0.06% 258
2023
Q3 		$2.12M Sell
20,472
-75
-0.4% -$8.05K 0.08% 215
2023
Q2 		$2.18M Buy
20,547
+333
+2% +$34.9K 0.08% 223
2023
Q1 		$2.13M Buy
20,214
+6,226
+45% +$670K 0.08% 221
2022
Q4 		$1.51M Buy
13,988
+1,329
+10% +$141K 0.09% 189
2022
Q3 		$1.2M Sell
12,659
-1,066
-8% -$111K 0.07% 185
2022
Q2 		$1.4M Buy
13,725
+1,289
+10% +$140K 0.06% 264
2022
Q1 		$1.39M Sell
12,436
-21,217
-63% -$2.37M 0.04% 324
2021
Q4 		$3.77M Buy
33,653
+21,535
+178% +$2.34M 0.08% 207
2021
Q3 		$1.23M Buy
12,118
+397
+3% +$42K 0.03% 366
2021
Q2 		$1.23M Sell
11,721
-42,843
-79% -$4.5M 0.03% 374
2021
Q1 		$5.54M Buy
+54,564
New +$5.26M 0.15% 149

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spire Wealth Management's VYM Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4% in Q2 2026, selling an estimated $71.3K and leaving 11,011 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #296.

Spire Wealth Management first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.54M in Q1 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Spire Wealth Management held 11,011 shares of Vanguard High Dividend Yield ETF worth $1.74M as of Q2 2026.
  • Spire Wealth Management sold 456 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $71.3K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Spire Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard High Dividend Yield ETF position peaked at $5.54M in Q1 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.