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Stephens Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stephens Consulting’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
2025
Q4 		$517K Buy
3,601
+732
+26% +$104K 0.17% 33
2025
Q3 		$404K Sell
2,869
-131
-4% -$18K 0.14% 43
2025
Q2 		$400K Sell
3,000
-43
-1% -$5.45K 0.09% 74
2025
Q1 		$392K Sell
3,043
-15
-0.5% -$1.96K 0.1% 64
2024
Q4 		$390K Sell
3,058
-68
-2% -$8.87K 0.1% 70
2024
Q3 		$401K Buy
3,126
+9
+0.3% +$1.11K 0.1% 67
2024
Q2 		$370K Sell
3,117
-3,001
-49% -$356K 0.11% 62
2024
Q1 		$740K Sell
6,118
-410
-6% -$47K 0.23% 38
2023
Q4 		$729K Sell
6,528
-1,133
-15% -$119K 0.25% 37
2023
Q3 		$791K Buy
7,661
+8
+0.1% +$858 0.32% 33
2023
Q2 		$812K Sell
7,653
-2,510
-25% -$263K 0.32% 34
2023
Q1 		$1.07M Sell
10,163
-116
-1% -$12.5K 0.65% 28
2022
Q4 		$1.11M Sell
10,279
-1,270
-11% -$135K 0.74% 26
2022
Q3 		$1.1M Sell
11,549
-4,846
-30% -$504K 0.98% 20
2022
Q2 		$1.67M Buy
16,395
+2,975
+22% +$322K 1.36% 14
2022
Q1 		$1.51M Buy
13,420
+10,029
+296% +$1.12M 1.23% 18
2021
Q4 		$380K Buy
+3,391
New +$369K 0.31% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Consulting's VYM Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard High Dividend Yield ETF (VYM) stake by 26% in Q4 2025, buying an estimated $104K and bringing the position to 3,601 shares worth $517K. The position accounts for 0.17% of the portfolio, ranked #33.

Stephens Consulting first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.67M in Q2 2022. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Stephens Consulting held 3,601 shares of Vanguard High Dividend Yield ETF worth $517K as of Q4 2025.
  • Stephens Consulting bought 732 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $104K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Stephens Consulting's portfolio in Q4 2025, its #33 holding.
  • Stephens Consulting first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard High Dividend Yield ETF position peaked at $1.67M in Q2 2022.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.