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

TCI 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	$720K	Buy	4,863 +3	+0.1%	+$451	0.04%	121
2025 Q4	$697K	Buy	4,860 +976	+25%	+$139K	0.04%	123
2025 Q3	$548K	Buy	3,884 +816	+27%	+$112K	0.03%	144
2025 Q2	$409K	Sell	3,068 -200	-6%	-$25.3K	0.03%	164
2025 Q1	$421K	Buy	3,268 +143	+5%	+$18.7K	0.03%	140
2024 Q4	$399K	Sell	3,125 -936	-23%	-$122K	0.03%	148
2024 Q3	$521K	Buy	4,061 +1,008	+33%	+$124K	0.04%	126
2024 Q2	$362K	Hold	3,053	–	–	0.03%	155
2024 Q1	$369K	Hold	3,053	–	–	0.04%	147
2023 Q4	$341K	Sell	3,053 -91	-3%	-$9.56K	0.04%	146
2023 Q3	$325K	Buy	3,144 +17	+0.5%	+$1.82K	0.04%	148
2023 Q2	$332K	Sell	3,127 -494	-14%	-$51.8K	0.04%	141
2023 Q1	$382K	Buy	3,621 +599	+20%	+$64.4K	0.05%	127
2022 Q4	$327K	Buy	3,022 +2	+0.1%	+$213	0.05%	133
2022 Q3	$287K	Buy	3,020 +2	+0.1%	+$208	0.05%	126
2022 Q2	$307K	Buy	3,018 +32	+1%	+$3.47K	0.05%	130
2022 Q1	$335K	Buy	2,986 +1	+0%	+$112	0.05%	133
2021 Q4	$335K	Buy	2,985 +1	+0%	+$109	0.05%	127
2021 Q3	$308K	Buy	2,984 +30	+1%	+$3.17K	0.05%	143
2021 Q2	$309K	Buy	2,954 +973	+49%	+$102K	0.05%	146
2021 Q1	$200K	Buy	1,981 +33	+2%	+$3.18K	0.08%	165
2020 Q4	$178K	Hold	1,948	–	–	0.08%	172
2020 Q3	$158K	Hold	1,948	–	–	0.06%	171
2020 Q2	$153K	Buy	1,948 +1,238	+174%	+$96.2K	0.07%	169
2020 Q1	$50K	Buy	710 +10	+1%	+$859	0.02%	307
2019 Q4	$66K	Hold	700	–	–	0.03%	329
2019 Q3	$62K	Hold	700	–	–	0.03%	291
2019 Q2	$61K	Hold	700	–	–	0.03%	276
2019 Q1	$60K	Hold	700	–	–	0.03%	309
2018 Q4	$55K	Hold	700	–	–	0.03%	301
2018 Q3	$61K	Hold	700	–	–	0.03%	305
2018 Q2	$58K	Hold	700	–	–	0.03%	294
2018 Q1	$58K	Hold	700	–	–	0.03%	305
2017 Q4	$60K	Hold	700	–	–	0.03%	310
2017 Q3	$57K	Sell	700 -78	-10%	-$6.19K	0.03%	296
2017 Q2	$61K	Hold	778	–	–	0.03%	279
2017 Q1	$60K	Sell	778 -42	-5%	-$3.24K	0.03%	279
2016 Q4	$62K	Hold	820	–	–	0.03%	298
2016 Q3	$59K	Hold	820	–	–	0.03%	287
2016 Q2	$59K	Buy	820 +120	+17%	+$8.39K	0.03%	282
2016 Q1	$48K	Hold	700	–	–	0.03%	305
2015 Q4	$47K	Hold	700	–	–	0.03%	314
2015 Q3	$44K	Hold	700	–	–	0.03%	303
2015 Q2	$47K	Sell	700 -100	-13%	-$6.94K	0.03%	287
2015 Q1	$55K	Buy	800 +100	+14%	+$6.87K	0.03%	234
2014 Q4	$48K	Hold	700	–	–	0.03%	252
2014 Q3	$46K	Hold	700	–	–	0.03%	242
2014 Q2	$46K	Hold	700	–	–	0.03%	255
2014 Q1	$44K	Hold	700	–	–	0.03%	243
2013 Q4	$44K	Buy	+700	New	+$42.3K	0.03%	257

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

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

TCI Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.06% in Q1 2026, buying an estimated $451 and bringing the position to 4,863 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #121.

TCI Wealth Advisors first reported a position in VYM in Q4 2013 and has held it in 50 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

TCI Wealth Advisors held 4,863 shares of Vanguard High Dividend Yield ETF worth $720K as of Q1 2026.
TCI Wealth Advisors bought 3 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $451.
Vanguard High Dividend Yield ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q1 2026, its #121 holding.
TCI Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 50 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.