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 Q2	$1.99M	Buy	+317	New	+$49.5K	0.45%	49
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 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

Tradewinds LLC's VYM Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 317 shares worth $1.99M. The stake represents 0.45% of the portfolio and ranks #49 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in VYM as recently as Q4 2025.

Tradewinds LLC first reported a position in VYM in Q2 2024 and has held it in 7 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Tradewinds LLC held 317 shares of Vanguard High Dividend Yield ETF worth $1.99M as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Tradewinds LLC position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.45% of Tradewinds LLC's portfolio in Q2 2026, its #49 holding.
Tradewinds LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 7 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.