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tru Independence’s Vanguard High Dividend Yield ETF VYM Stock Holding History

tru Independence’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
-35,440
Closed -$5.09M – 134
2025
Q4 		$5.09M Sell
35,440
-750
-2% -$107K 1.28% 34
2025
Q3 		$5.1M Sell
36,190
-325
-0.9% -$44.7K 1.33% 31
2025
Q2 		$4.87M Buy
36,515
+485
+1% +$61.4K 1.41% 32
2025
Q1 		$4.65M Buy
36,030
+1,590
+5% +$208K 1.44% 29
2024
Q4 		$4.39M Sell
34,440
-1,405
-4% -$183K 1.38% 35
2024
Q3 		$4.6M Sell
35,845
-365
-1% -$45.1K 1.35% 37
2024
Q2 		$4.29M Sell
36,210
-1,429
-4% -$169K 1.3% 40
2024
Q1 		$4.55M Sell
37,639
-610
-2% -$69.9K 1.34% 41
2023
Q4 		$4.27M Buy
38,249
+4,081
+12% +$429K 1.3% 41
2023
Q3 		$3.53M Buy
34,168
+5,675
+20% +$609K 1.22% 42
2023
Q2 		$3.02M Buy
28,493
+2,963
+12% +$311K 1% 48
2023
Q1 		$2.69M Buy
25,530
+2,655
+12% +$286K 0.87% 51
2022
Q4 		$2.48M Buy
22,875
+1,935
+9% +$206K 0.8% 53
2022
Q3 		$1.99M Buy
20,940
+6,100
+41% +$634K 0.7% 55
2022
Q2 		$1.51M Buy
14,840
+3,950
+36% +$428K 0.49% 56
2022
Q1 		$1.22M Buy
10,890
+2,450
+29% +$273K 0.33% 66
2021
Q4 		$946K Hold
8,440
– – 0.26% 71
2021
Q3 		$872K Buy
+8,440
New +$892K 0.24% 72
2021
Q2 		– Sell
-7,790
Closed -$787K – 401
2021
Q1 		$787K Sell
7,790
-2,632
-25% -$254K 0.15% 140
2020
Q4 		$932 Buy
10,422
+972
+10% +$84.4K ﹤0.01% 343
2020
Q3 		$765K Buy
9,450
+1,375
+17% +$113K 0.22% 92
2020
Q2 		$635K Sell
8,075
-540
-6% -$42K 0.09% 154
2020
Q1 		$610K Buy
8,615
+8,375
+3,490% +$720K 0.1% 128
2019
Q4 		$17K Buy
+240
New +$21.8K ﹤0.01% 509

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 22.9% 1-Year Est. Return

tru Independence's VYM Position: Q1 2026 in Review

tru Independence sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 35,440 shares — an estimated $5.09M sold.

tru Independence first reported a position in VYM in Q4 2019 and held it in 24 quarters. The position peaked at $5.1M in Q3 2025. 2,022 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • tru Independence reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 35,440 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.09M.
  • tru Independence first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 24 quarters.
  • tru Independence's Vanguard High Dividend Yield ETF position peaked at $5.1M in Q3 2025.
  • 2,022 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.