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

Talon Private 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 		$1.67K Buy
+11
New +$1.72K ﹤0.01% 224
2025
Q2 		$6.13K Buy
+46
New +$5.83K ﹤0.01% 260
2025
Q1 		– Sell
-1,624
Closed -$207K – 300
2024
Q4 		$207K Buy
+1,624
New +$212K 0.04% 128

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 22.9% 1-Year Est. Return

Talon Private Wealth's VYM Position: Q2 2026 in Review

Talon Private Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 11 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in VYM as recently as Q2 2025.

Talon Private Wealth first reported a position in VYM in Q4 2024 and has held it in 3 quarters since. The position peaked at $207K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Talon Private Wealth held 11 shares of Vanguard High Dividend Yield ETF worth $1.67K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Talon Private Wealth position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2026, its #224 holding.
  • Talon Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's Vanguard High Dividend Yield ETF position peaked at $207K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.