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Tradewinds LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tradewinds LLC’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
Q1 		– Sell
-9,092
Closed -$1.3M – 224
2025
Q4 		$1.3M Buy
9,092
+8
+0.1% +$1.14K 0.31% 60
2025
Q3 		$1.28M Buy
+9,084
New +$1.25M 0.31% 63
2025
Q2 		– Sell
-9,725
Closed -$1.25M – 260
2025
Q1 		$1.25M Sell
9,725
-584
-6% -$76.5K 0.35% 59
2024
Q4 		$1.38M Buy
10,309
+80
+0.8% +$10.4K 0.38% 52
2024
Q3 		$1.31M Buy
10,229
+539
+6% +$66.5K 0.4% 54
2024
Q2 		$1.15M Buy
+9,690
New +$1.15M 0.35% 59

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradewinds LLC's VYM Position: Q1 2026 in Review

Tradewinds LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 9,092 shares — an estimated $1.3M sold.

Tradewinds LLC first reported a position in VYM in Q2 2024 and held it in 6 quarters. The position peaked at $1.38M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Tradewinds LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Tradewinds LLC sold 9,092 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.3M.
  • Tradewinds LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 6 quarters.
  • Tradewinds LLC's Vanguard High Dividend Yield ETF position peaked at $1.38M in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.