Tidemark’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tidemark’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	$155K	Buy	980 +353	+56%	+$55.2K	0.03%	182
2026 Q1	$92.9K	Sell	627 -204	-25%	-$30.7K	0.02%	204
2025 Q4	$119K	Hold	831	–	–	0.03%	166
2025 Q3	$117K	Hold	831	–	–	0.03%	177
2025 Q2	$111K	Hold	831	–	–	0.04%	172
2025 Q1	$107K	Hold	831	–	–	0.04%	165
2024 Q4	$106K	Hold	831	–	–	0.04%	171
2024 Q3	$107K	Hold	831	–	–	0.04%	156
2024 Q2	$98.6K	Sell	831 -949	-53%	-$113K	0.05%	155
2024 Q1	$215K	Hold	1,780	–	–	0.12%	114
2023 Q4	$199K	Buy	+1,780	New	+$187K	0.12%	112

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

Tidemark's VYM Position: Q2 2026 in Review

Tidemark increased its Vanguard High Dividend Yield ETF (VYM) stake by 56% in Q2 2026, buying an estimated $55.2K and bringing the position to 980 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #182.

Tidemark first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $215K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Tidemark held 980 shares of Vanguard High Dividend Yield ETF worth $155K as of Q2 2026.
Tidemark bought 353 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $55.2K.
Vanguard High Dividend Yield ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #182 holding.
Tidemark first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Vanguard High Dividend Yield ETF position peaked at $215K in Q1 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.