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

Talisman Wealth Advisors’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	$8.05M	Buy	54,377 +1,060	+2%	+$159K	6.49%	2
2025 Q4	$7.66M	Buy	53,317 +1,692	+3%	+$241K	5.96%	2
2025 Q3	$7.28M	Buy	51,625 +395	+0.8%	+$54.3K	6.03%	2
2025 Q2	$6.83M	Buy	51,230 +2,239	+5%	+$284K	6.24%	2
2025 Q1	$6.32M	Buy	48,991 +1,758	+4%	+$230K	6.49%	2
2024 Q4	$6.03M	Buy	47,233 +1,643	+4%	+$214K	6.39%	2
2024 Q3	$5.83M	Buy	45,590 +176	+0.4%	+$21.7K	6.13%	1
2024 Q2	$5.39M	Buy	45,414 +1,050	+2%	+$125K	6.22%	1
2024 Q1	$5.37M	Buy	44,364 +2,370	+6%	+$272K	6.75%	1
2023 Q4	$4.69M	Buy	41,994 +1,347	+3%	+$142K	6.95%	1
2023 Q3	$4.2M	Buy	40,647 +503	+1%	+$54K	7.27%	1
2023 Q2	$4.26M	Buy	40,144 +440	+1%	+$46.2K	7.27%	1
2023 Q1	$4.19M	Buy	39,704 +412	+1%	+$44.3K	7.57%	1
2022 Q4	$4.25M	Buy	+39,292	New	+$4.18M	9.04%	1

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

Talisman Wealth Advisors's VYM Position: Q1 2026 in Review

Talisman Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q1 2026, buying an estimated $159K and bringing the position to 54,377 shares worth $8.05M. The position accounts for 6.49% of the portfolio, ranked #2.

Talisman Wealth Advisors first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Talisman Wealth Advisors held 54,377 shares of Vanguard High Dividend Yield ETF worth $8.05M as of Q1 2026.
Talisman Wealth Advisors bought 1,060 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $159K.
Vanguard High Dividend Yield ETF made up 6.49% of Talisman Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Talisman Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.