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

Stillwater Wealth Management Group’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 		$541K Buy
3,651
+1,387
+61% +$209K 0.33% 55
2025
Q4 		$325K Buy
2,264
+17
+0.8% +$2.42K 0.22% 63
2025
Q3 		$317K Buy
+2,247
New +$309K 0.22% 60
2025
Q1 		$449K Buy
+3,478
New +$455K 0.39% 49

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stillwater Wealth Management Group's VYM Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 61% in Q1 2026, buying an estimated $209K and bringing the position to 3,651 shares worth $541K. The position accounts for 0.33% of the portfolio, ranked #55.

Stillwater Wealth Management Group first reported a position in VYM in Q1 2025 and has held it in 4 quarters since. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Stillwater Wealth Management Group held 3,651 shares of Vanguard High Dividend Yield ETF worth $541K as of Q1 2026.
  • Stillwater Wealth Management Group bought 1,387 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $209K.
  • Vanguard High Dividend Yield ETF made up 0.33% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #55 holding.
  • Stillwater Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.