TAFW
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Tred Avon Family Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tred Avon Family Wealth’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 		$212K Hold
1,428
– – 0.07% 259
2025
Q4 		$205K Buy
+1,428
New +$203K 0.07% 252

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 $424B AUM 22.94% 1-Year Est. Return

Tred Avon Family Wealth's VYM Position: Q1 2026 in Review

Tred Avon Family Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,428 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #259.

Tred Avon Family Wealth first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Tred Avon Family Wealth held 1,428 shares of Vanguard High Dividend Yield ETF worth $212K as of Q1 2026.
  • Tred Avon Family Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #259 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.