Tortoise Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-399	Closed	-$56.2K	–	1431
2025 Q3	$56.2K	Hold	399	–	–	0.01%	376
2025 Q2	$53.2K	Hold	399	–	–	0.01%	374
2025 Q1	$51.5K	Hold	399	–	–	0.01%	370
2024 Q4	$50.9K	Hold	399	–	–	0.01%	417
2024 Q3	$51.2K	Buy	+399	New	+$49.3K	0.01%	403
2023 Q3	–	Sell	-201	Closed	-$21.3K	–	818
2023 Q2	$21.3K	Hold	201	–	–	﹤0.01%	458
2023 Q1	$21.2K	Hold	201	–	–	﹤0.01%	450
2022 Q4	$21.8K	Hold	201	–	–	﹤0.01%	443
2022 Q3	$19K	Hold	201	–	–	﹤0.01%	453
2022 Q2	$20K	Hold	201	–	–	﹤0.01%	434
2022 Q1	$23K	Hold	201	–	–	﹤0.01%	409
2021 Q4	$23K	Hold	201	–	–	﹤0.01%	386
2021 Q3	$21K	Hold	201	–	–	﹤0.01%	378
2021 Q2	$21K	Hold	201	–	–	﹤0.01%	373
2021 Q1	$20K	Buy	+201	New	+$19.4K	﹤0.01%	361
2018 Q1	–	Sell	-22	Closed	-$2K	–	567
2017 Q4	$2K	Hold	22	–	–	﹤0.01%	526
2017 Q3	$2K	Hold	22	–	–	﹤0.01%	460
2017 Q2	$2K	Hold	22	–	–	﹤0.01%	460
2017 Q1	$2K	Hold	22	–	–	﹤0.01%	441
2016 Q4	$2K	Hold	22	–	–	﹤0.01%	455
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	408
2016 Q2	$2K	Buy	+22	New	+$1.54K	﹤0.01%	447

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tortoise Investment Management's VYM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 399 shares — an estimated $56.2K sold.

Tortoise Investment Management first reported a position in VYM in Q2 2016 and held it in 22 quarters. The position peaked at $56.2K in Q3 2025. 2,000 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Tortoise Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 399 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $56.2K.
Tortoise Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and held it in 22 quarters.
Tortoise Investment Management's Vanguard High Dividend Yield ETF position peaked at $56.2K in Q3 2025.
2,000 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.