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

SVB Wealth’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 		$1.18M Buy
+7,447
New +$1.16M 0.07% 181
2025
Q4 		– Sell
-8,239
Closed -$1.16M – 419
2025
Q3 		$1.16M Buy
8,239
+746
+10% +$103K 0.06% 210
2025
Q2 		$999K Buy
+7,493
New +$949K 0.05% 230
2025
Q1 		– Sell
-12,399
Closed -$1.58M – 1809
2024
Q4 		$1.58M Buy
+12,399
New +$1.62M 0.03% 254
2024
Q3 		– Sell
-5,080
Closed -$602K – 619
2024
Q2 		$602K Sell
5,080
-4,172
-45% -$495K 0.01% 393
2024
Q1 		$1.12M Sell
9,252
-8,331
-47% -$955K 0.03% 323
2023
Q4 		$1.96M Sell
17,583
-1,336
-7% -$140K 0.05% 242
2023
Q3 		$1.95M Sell
18,919
-1,533
-7% -$164K 0.04% 228
2023
Q2 		$2.17M Sell
20,452
-14,530
-42% -$1.52M 0.04% 227
2023
Q1 		$3.69M Buy
34,982
+4,870
+16% +$524K 0.05% 198
2022
Q4 		$3.26M Buy
30,112
+4,657
+18% +$496K 0.04% 214
2022
Q3 		$2.42M Buy
25,455
+4,327
+20% +$450K 0.04% 234
2022
Q2 		$2.15M Buy
21,128
+6,606
+45% +$716K 0.03% 216
2022
Q1 		$1.63M Buy
14,522
+2,030
+16% +$226K 0.02% 253
2021
Q4 		$1.4M Sell
12,492
-526
-4% -$57.2K 0.02% 258
2021
Q3 		$1.34M Buy
13,018
+324
+3% +$34.3K 0.02% 327
2021
Q2 		$1.33M Buy
12,694
+4,890
+63% +$513K 0.02% 325
2021
Q1 		$789K Buy
7,804
+1,860
+31% +$179K 0.01% 403
2020
Q4 		$543K Buy
5,944
+797
+15% +$69.2K 0.01% 456
2020
Q3 		$417K Buy
5,147
+2,161
+72% +$177K 0.01% 452
2020
Q2 		$235K Sell
2,986
-497
-14% -$38.6K ﹤0.01% 511
2020
Q1 		$246K Buy
3,483
+414
+13% +$35.6K 0.01% 428
2019
Q4 		$287K Buy
3,069
+729
+31% +$66.1K 0.01% 507
2019
Q3 		$208K Hold
2,340
– – ﹤0.01% 489
2019
Q2 		$204K Buy
+2,340
New +$202K 0.01% 500

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

SVB Wealth's VYM Position: Q2 2026 in Review

SVB Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 7,447 shares worth $1.18M. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: SVB Wealth previously reported a position in VYM as recently as Q3 2025.

SVB Wealth first reported a position in VYM in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.69M in Q1 2023. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • SVB Wealth held 7,447 shares of Vanguard High Dividend Yield ETF worth $1.18M as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new SVB Wealth position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.07% of SVB Wealth's portfolio in Q2 2026, its #181 holding.
  • SVB Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 25 quarters since.
  • SVB Wealth's Vanguard High Dividend Yield ETF position peaked at $3.69M in Q1 2023.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.