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Sunbelt Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sunbelt Securities’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 		$49.6K Sell
335
-173
-34% -$26K ﹤0.01% 1022
2025
Q4 		$72.9K Buy
508
+2
+0.4% +$284 ﹤0.01% 897
2025
Q3 		$71.3K Buy
506
+11
+2% +$1.51K ﹤0.01% 914
2025
Q2 		$63.2K Sell
495
-82
-14% -$10.4K 0.01% 884
2025
Q1 		$74.5K Buy
577
+82
+17% +$10.7K 0.01% 806
2024
Q4 		$63.1K Buy
495
+173
+54% +$22.6K 0.01% 882
2024
Q3 		$41.3K Buy
322
+2
+0.6% +$247 ﹤0.01% 992
2024
Q2 		$37.9K Buy
320
+3
+0.9% +$356 ﹤0.01% 976
2024
Q1 		$38.4K Buy
317
+2
+0.6% +$229 ﹤0.01% 935
2023
Q4 		$35.2K Buy
315
+3
+1% +$315 ﹤0.01% 891
2023
Q3 		$32.3K Buy
312
+2
+0.6% +$215 ﹤0.01% 903
2023
Q2 		$32.9K Buy
310
+3
+1% +$315 ﹤0.01% 893
2023
Q1 		$32.1K Buy
+307
New +$33K 0.01% 839
2020
Q1 		– Sell
-7,534
Closed -$706K – 655
2019
Q4 		$706K Buy
7,534
+195
+3% +$17.7K 0.07% 253
2019
Q3 		$651K Buy
+7,339
New +$642K 0.07% 243

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

Sunbelt Securities's VYM Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard High Dividend Yield ETF (VYM) stake by 34% in Q1 2026, selling an estimated $26K and leaving 335 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Sunbelt Securities first reported a position in VYM in Q3 2019 and has held it in 15 quarters since. The position peaked at $706K in Q4 2019. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Sunbelt Securities held 335 shares of Vanguard High Dividend Yield ETF worth $49.6K as of Q1 2026.
  • Sunbelt Securities sold 173 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $26K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1022 holding.
  • Sunbelt Securities first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Vanguard High Dividend Yield ETF position peaked at $706K in Q4 2019.
  • 2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.