True North Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

True North 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 Q2	$258K	Sell	1,633 -88	-5%	-$13.8K	0.02%	247
2026 Q1	$255K	Hold	1,721	–	–	0.03%	220
2025 Q4	$247K	Buy	+1,721	New	+$245K	0.03%	228
2025 Q3	–	Sell	-2,129	Closed	-$284K	–	258
2025 Q2	$284K	Sell	2,129 -376	-15%	-$47.6K	0.05%	185
2025 Q1	$323K	Buy	2,505 +580	+30%	+$75.9K	0.06%	183
2024 Q4	$246K	Buy	+1,925	New	+$251K	0.06%	169

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 22.9% 1-Year Est. Return

True North Advisors's VYM Position: Q2 2026 in Review

True North Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.1% in Q2 2026, selling an estimated $13.8K and leaving 1,633 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #247.

True North Advisors first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q1 2025. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

True North Advisors held 1,633 shares of Vanguard High Dividend Yield ETF worth $258K as of Q2 2026.
True North Advisors sold 88 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $13.8K.
Vanguard High Dividend Yield ETF made up 0.02% of True North Advisors's portfolio in Q2 2026, its #247 holding.
True North Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
True North Advisors's Vanguard High Dividend Yield ETF position peaked at $323K in Q1 2025.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.