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

Tanager Wealth Management’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	$456K	Buy	2,884 +1,140	+65%	+$178K	0.04%	100
2026 Q1	$258K	Sell	1,744 -170	-9%	-$25.6K	0.03%	122
2025 Q4	$275K	Buy	1,914 +370	+24%	+$52.6K	0.03%	110
2025 Q3	$218K	Sell	1,544 -41	-3%	-$5.63K	0.02%	123
2025 Q2	$211K	Sell	1,585 -4	-0.3%	-$507	0.02%	113
2025 Q1	$205K	Sell	1,589 -482	-23%	-$63.1K	0.03%	113
2024 Q4	$264K	Buy	2,071 +466	+29%	+$60.8K	0.03%	99
2024 Q3	$206K	Buy	+1,605	New	+$198K	0.03%	107

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tanager Wealth Management's VYM Position: Q2 2026 in Review

Tanager Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 65% in Q2 2026, buying an estimated $178K and bringing the position to 2,884 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #100.

Tanager Wealth Management first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Tanager Wealth Management held 2,884 shares of Vanguard High Dividend Yield ETF worth $456K as of Q2 2026.
Tanager Wealth Management bought 1,140 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $178K.
Vanguard High Dividend Yield ETF made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #100 holding.
Tanager Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.