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Transamerica Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Transamerica Financial Advisors’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
-759
Closed -$109K – 2102
2025
Q4 		$109K Buy
759
+487
+179% +$69.3K 0.01% 445
2025
Q3 		$38.3K Buy
+272
New +$37.4K ﹤0.01% 517
2023
Q4 		– Sell
-94
Closed -$10K – 660
2023
Q3 		$10K Buy
+94
New +$10.1K ﹤0.01% 333
2018
Q3 		– Sell
-868
Closed -$73K – 525
2018
Q2 		$73K Sell
868
-97
-10% -$8.12K 0.02% 213
2018
Q1 		$80K Buy
965
+121
+14% +$10.4K 0.01% 219
2017
Q4 		$73K Buy
844
+251
+42% +$21K 0.01% 229
2017
Q3 		$49K Buy
+593
New +$47.1K 0.01% 237
2017
Q1 		– Sell
-345
Closed -$27K – 433
2016
Q4 		$27K Hold
345
– – ﹤0.01% 233
2016
Q3 		$25K Hold
345
– – ﹤0.01% 241
2016
Q2 		$25K Sell
345
-25,250
-99% -$1.76M ﹤0.01% 236
2016
Q1 		$1.77M Sell
25,595
-23,202
-48% -$1.52M 0.15% 127
2015
Q4 		$3.26M Buy
48,797
+48,652
+33,553% +$3.26M 0.24% 83
2015
Q3 		$10K Buy
145
+1
+0.7% +$66 ﹤0.01% 582
2015
Q2 		$10K Hold
144
– – ﹤0.01% 637
2015
Q1 		$10K Buy
+144
New +$9.9K ﹤0.01% 629

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Transamerica Financial Advisors's VYM Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 759 shares — an estimated $109K sold.

Transamerica Financial Advisors first reported a position in VYM in Q1 2015 and held it in 15 quarters. The position peaked at $3.26M in Q4 2015. 2,015 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 759 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $109K.
  • Transamerica Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 15 quarters.
  • Transamerica Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $3.26M in Q4 2015.
  • 2,015 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.