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 Q2	$398K	Sell	2,520 -14	-0.6%	-$2.19K	0.03%	198
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 $1.55T 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

TRUE Private Wealth Advisors's VYM Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.55% in Q2 2026, selling an estimated $2.19K and leaving 2,520 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #198.

TRUE Private Wealth Advisors first reported a position in VYM in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.58M in Q2 2025. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

TRUE Private Wealth Advisors held 2,520 shares of Vanguard High Dividend Yield ETF worth $398K as of Q2 2026.
TRUE Private Wealth Advisors sold 14 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.19K.
Vanguard High Dividend Yield ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #198 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 13 quarters since.
TRUE Private Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.58M in Q2 2025.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.