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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 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. 404 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.
404 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.