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Tepp RIA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tepp RIA’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 		$17.6M Sell
111,613
-12,536
-10% -$1.96M 11.96% 2
2026
Q1 		$18.4M Buy
124,149
+15,218
+14% +$2.29M 14.4% 2
2025
Q4 		$15.6M Buy
108,931
+4,150
+4% +$590K 15.47% 3
2025
Q3 		$14.8M Sell
104,781
-21,042
-17% -$2.89M 16.77% 3
2025
Q2 		$16.8M Buy
125,823
+96
+0.1% +$12.2K 21.65% 2
2025
Q1 		$16.2M Buy
125,727
+13,304
+12% +$1.74M 22.02% 2
2024
Q4 		$14.3M Buy
+112,423
New +$14.7M 21.23% 2

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 22.96% 1-Year Est. Return

Tepp RIA's VYM Position: Q2 2026 in Review

Tepp RIA reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $1.96M and leaving 111,613 shares worth $17.6M. The position accounts for 11.96% of the portfolio, ranked #2.

Tepp RIA first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4M in Q1 2026. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Tepp RIA held 111,613 shares of Vanguard High Dividend Yield ETF worth $17.6M as of Q2 2026.
  • Tepp RIA sold 12,536 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.96M.
  • Vanguard High Dividend Yield ETF made up 11.96% of Tepp RIA's portfolio in Q2 2026, its #2 holding.
  • Tepp RIA first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's Vanguard High Dividend Yield ETF position peaked at $18.4M in Q1 2026.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.