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

Summit Wealth 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	$779K	Hold	5,261	–	–	0.18%	57
2025 Q4	$755K	Hold	5,261	–	–	0.18%	54
2025 Q3	$742K	Hold	5,261	–	–	0.18%	51
2025 Q2	$701K	Hold	5,261	–	–	0.18%	51
2025 Q1	$678K	Hold	5,261	–	–	0.2%	50
2024 Q4	$671K	Sell	5,261 -17	-0.3%	-$2.22K	0.19%	50
2024 Q3	$677K	Hold	5,278	–	–	0.2%	50
2024 Q2	$626K	Buy	+5,278	New	+$626K	0.19%	48
2023 Q3	–	Sell	-3,737	Closed	-$396K	–	81
2023 Q2	$396K	Sell	3,737 -390,517	-99%	-$41M	0.16%	50
2023 Q1	$4K	Buy	+394,254	New	+$42.4M	0.1%	63

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

Summit Wealth Group's VYM Position: Q1 2026 in Review

Summit Wealth Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 5,261 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #57.

Summit Wealth Group first reported a position in VYM in Q1 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Summit Wealth Group held 5,261 shares of Vanguard High Dividend Yield ETF worth $779K as of Q1 2026.
Summit Wealth Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.18% of Summit Wealth Group's portfolio in Q1 2026, its #57 holding.
Summit Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 10 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.