Triad Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Triad Wealth Partners’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	$874K	Buy	5,899 +1,457	+33%	+$219K	0.07%	193
2025 Q4	$637K	Buy	4,442 +1,550	+54%	+$220K	0.06%	216
2025 Q3	$408K	Buy	2,892 +1,061	+58%	+$146K	0.05%	234
2025 Q2	$244K	Buy	+1,831	New	+$232K	0.05%	249
2025 Q1	–	Sell	-1,928	Closed	-$246K	–	226
2024 Q4	$246K	Buy	+1,928	New	+$251K	0.09%	158
2024 Q3	–	Sell	-445	Closed	-$52.8K	–	925
2024 Q2	$52.8K	Buy	+445	New	+$52.8K	0.03%	224

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Wealth Partners's VYM Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 33% in Q1 2026, buying an estimated $219K and bringing the position to 5,899 shares worth $874K. The position accounts for 0.07% of the portfolio, ranked #193.

Triad Wealth Partners first reported a position in VYM in Q2 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Triad Wealth Partners held 5,899 shares of Vanguard High Dividend Yield ETF worth $874K as of Q1 2026.
Triad Wealth Partners bought 1,457 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $219K.
Vanguard High Dividend Yield ETF made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #193 holding.
Triad Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 6 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.