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

TritonPoint 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 Q2	$7.44M	Buy	47,069 +515	+1%	+$80.5K	0.73%	33
2026 Q1	$6.89M	Buy	46,554 +773	+2%	+$116K	0.74%	35
2025 Q4	$6.57M	Sell	45,781 -14	-0%	-$1.99K	0.67%	38
2025 Q3	$6.45M	Sell	45,795 -180	-0.4%	-$24.7K	0.55%	43
2025 Q2	$6.13M	Buy	45,975 +14	+0%	+$1.77K	0.57%	46
2025 Q1	$5.93M	Sell	45,961 -484	-1%	-$63.4K	0.56%	47
2024 Q4	$5.93M	Buy	46,445 +470	+1%	+$61.3K	0.54%	50
2024 Q3	$5.87M	Hold	45,975	–	–	0.54%	52
2024 Q2	$5.45M	Hold	45,975	–	–	0.52%	54
2024 Q1	$5.13M	Sell	45,975 -20	-0%	-$2.29K	0.54%	55
2023 Q4	$5.13M	Buy	+45,995	New	+$4.83M	0.5%	57

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

TritonPoint Wealth's VYM Position: Q2 2026 in Review

TritonPoint Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, buying an estimated $80.5K and bringing the position to 47,069 shares worth $7.44M. The position accounts for 0.73% of the portfolio, ranked #33.

TritonPoint Wealth first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

TritonPoint Wealth held 47,069 shares of Vanguard High Dividend Yield ETF worth $7.44M as of Q2 2026.
TritonPoint Wealth bought 515 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $80.5K.
Vanguard High Dividend Yield ETF made up 0.73% of TritonPoint Wealth's portfolio in Q2 2026, its #33 holding.
TritonPoint Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.