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Tradition Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tradition 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
Q1 		$2.39M Sell
16,163
-88
-0.5% -$13.2K 0.17% 123
2025
Q4 		$2.33M Sell
16,251
-209
-1% -$29.7K 0.17% 121
2025
Q3 		$2.32M Buy
16,460
+191
+1% +$26.2K 0.17% 117
2025
Q2 		$2.17M Sell
16,269
-180
-1% -$22.8K 0.17% 116
2025
Q1 		$2.12M Sell
16,449
-153
-0.9% -$20K 0.19% 106
2024
Q4 		$2.12M Sell
16,602
-131
-0.8% -$17.1K 0.19% 104
2024
Q3 		$2.15M Sell
16,733
-144
-0.9% -$17.8K 0.19% 101
2024
Q2 		$2M Sell
16,877
-346
-2% -$41K 0.19% 99
2024
Q1 		$2.08M Buy
17,223
+491
+3% +$56.3K 0.21% 94
2023
Q4 		$1.87M Buy
16,732
+12,301
+278% +$1.29M 0.2% 97
2023
Q3 		$458K Buy
4,431
+24
+0.5% +$2.58K 0.05% 190
2023
Q2 		$467K Buy
4,407
+33
+0.8% +$3.46K 0.05% 186
2023
Q1 		$461K Buy
4,374
+77
+2% +$8.28K 0.06% 182
2022
Q4 		$465K Buy
4,297
+32
+0.8% +$3.4K 0.07% 167
2022
Q3 		$405K Buy
4,265
+29
+0.7% +$3.02K 0.06% 178
2022
Q2 		$431K Buy
4,236
+27
+0.6% +$2.93K 0.06% 175
2022
Q1 		$472K Buy
4,209
+21
+0.5% +$2.34K 0.06% 194
2021
Q4 		$470K Buy
4,188
+30
+0.7% +$3.26K 0.06% 192
2021
Q3 		$430K Sell
4,158
-229
-5% -$24.2K 0.06% 184
2021
Q2 		$460K Sell
4,387
-638
-13% -$67K 0.07% 186
2021
Q1 		$508K Sell
5,025
-1,121
-18% -$108K 0.09% 160
2020
Q4 		$562K Buy
+6,146
New +$534K 0.11% 138

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

Tradition Wealth Management's VYM Position: Q1 2026 in Review

Tradition Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q1 2026, selling an estimated $13.2K and leaving 16,163 shares worth $2.39M. The position accounts for 0.17% of the portfolio, ranked #123.

Tradition Wealth Management first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Tradition Wealth Management held 16,163 shares of Vanguard High Dividend Yield ETF worth $2.39M as of Q1 2026.
  • Tradition Wealth Management sold 88 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $13.2K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Tradition Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Tradition Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.