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

Thrive 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	$1.23M	Sell	7,798 -36	-0.5%	-$5.63K	0.16%	70
2026 Q1	$1.16M	Sell	7,834 -170	-2%	-$25.6K	0.17%	62
2025 Q4	$1.15M	Buy	8,004 +1	+0%	+$142	0.17%	67
2025 Q3	$1.13M	Buy	8,003 +1	+0%	+$137	0.17%	64
2025 Q2	$1.07M	Buy	8,002 +47	+0.6%	+$5.95K	0.17%	67
2025 Q1	$1.03M	Buy	7,955 +125	+2%	+$16.4K	0.2%	64
2024 Q4	$999K	Sell	7,830 -27	-0.3%	-$3.52K	0.18%	65
2024 Q3	$1.01M	Sell	7,857 -913	-10%	-$113K	0.18%	69
2024 Q2	$1.04M	Buy	8,770 +24	+0.3%	+$2.85K	0.2%	57
2024 Q1	$1.06M	Buy	8,746 +2,538	+41%	+$291K	0.22%	59
2023 Q4	$693K	Buy	6,208 +2	+0%	+$210	0.15%	83
2023 Q3	$641K	Buy	6,206 +1,654	+36%	+$177K	0.17%	82
2023 Q2	$483K	Buy	4,552 +2,567	+129%	+$269K	0.13%	100
2023 Q1	$209K	Buy	1,985 +54	+3%	+$5.81K	0.05%	165
2022 Q4	$209K	Buy	+1,931	New	+$205K	0.06%	151
2022 Q2	–	Sell	-10,763	Closed	-$1.21M	–	167
2022 Q1	$1.21M	Buy	+10,763	New	+$1.2M	0.36%	36

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

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

Thrive Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.46% in Q2 2026, selling an estimated $5.63K and leaving 7,798 shares worth $1.23M. The position accounts for 0.16% of the portfolio, ranked #70.

Thrive Wealth Management first reported a position in VYM in Q1 2022 and has held it in 16 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Thrive Wealth Management held 7,798 shares of Vanguard High Dividend Yield ETF worth $1.23M as of Q2 2026.
Thrive Wealth Management sold 36 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.63K.
Vanguard High Dividend Yield ETF made up 0.16% of Thrive Wealth Management's portfolio in Q2 2026, its #70 holding.
Thrive Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 16 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.