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 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 $1.37T 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

Tanager Wealth Management's VYM Position: Q1 2026 in Review

Tanager Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.9% in Q1 2026, selling an estimated $25.6K and leaving 1,744 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #122.

Tanager Wealth Management first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Tanager Wealth Management held 1,744 shares of Vanguard High Dividend Yield ETF worth $258K as of Q1 2026.
Tanager Wealth Management sold 170 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $25.6K.
Vanguard High Dividend Yield ETF made up 0.03% of Tanager Wealth Management's portfolio in Q1 2026, its #122 holding.
Tanager Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
Tanager Wealth Management's Vanguard High Dividend Yield ETF position peaked at $275K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.