TRUE Private Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TRUE Private Wealth 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 Q1	$375K	Sell	2,534 -14,855	-85%	-$2.23M	0.04%	191
2025 Q4	$2.5M	Sell	17,389 -727	-4%	-$103K	0.25%	60
2025 Q3	$2.55M	Sell	18,116 -1,243	-6%	-$171K	0.26%	62
2025 Q2	$2.58M	Sell	19,359 -400	-2%	-$50.7K	0.29%	59
2025 Q1	$2.55M	Sell	19,759 -19	-0.1%	-$2.49K	0.31%	56
2024 Q4	$2.52M	Buy	19,778 +38	+0.2%	+$4.96K	0.31%	56
2024 Q3	$2.53M	Sell	19,740 -428	-2%	-$52.8K	0.3%	54
2024 Q2	$2.39M	Sell	20,168 -1,101	-5%	-$131K	0.27%	62
2024 Q1	$2.57M	Buy	+21,269	New	+$2.44M	0.3%	56
2022 Q1	–	Sell	-11,113	Closed	-$1.25M	–	276
2021 Q4	$1.25M	Buy	11,113 +7,556	+212%	+$822K	0.18%	79
2021 Q3	$367K	Buy	3,557 +1,536	+76%	+$162K	0.05%	170
2021 Q2	$211K	Buy	+2,021	New	+$212K	0.03%	221

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

TRUE Private Wealth Advisors's VYM Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 85% in Q1 2026, selling an estimated $2.23M and leaving 2,534 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #191.

TRUE Private Wealth Advisors first reported a position in VYM in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.58M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

TRUE Private Wealth Advisors held 2,534 shares of Vanguard High Dividend Yield ETF worth $375K as of Q1 2026.
TRUE Private Wealth Advisors sold 14,855 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.23M.
Vanguard High Dividend Yield ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #191 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 12 quarters since.
TRUE Private Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.58M in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.