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

TrueWealth 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	$697K	Hold	4,412	–	–	0.16%	119
2026 Q1	$653K	Hold	4,412	–	–	0.16%	114
2025 Q4	$633K	Hold	4,412	–	–	0.16%	114
2025 Q3	$622K	Hold	4,412	–	–	0.17%	117
2025 Q2	$588K	Buy	4,412 +533	+14%	+$67.5K	0.17%	106
2025 Q1	$500K	Hold	3,879	–	–	0.16%	109
2024 Q4	$495K	Hold	3,879	–	–	0.17%	113
2024 Q3	$497K	Sell	3,879 -77	-2%	-$9.51K	0.17%	109
2024 Q2	$469K	Sell	3,956 -65	-2%	-$7.71K	0.17%	101
2024 Q1	$486K	Sell	4,021 -42	-1%	-$4.81K	0.19%	96
2023 Q4	$454K	Sell	4,063 -2	-0%	-$210	0.18%	94
2023 Q3	$420K	Sell	4,065 -37	-0.9%	-$3.97K	0.18%	96
2023 Q2	$435K	Buy	4,102 +23	+0.6%	+$2.41K	0.18%	93
2023 Q1	$430K	Sell	4,079 -27	-0.7%	-$2.9K	0.18%	92
2022 Q4	$444K	Sell	4,106 -5	-0.1%	-$532	0.19%	91
2022 Q3	$390K	Buy	4,111 +899	+28%	+$93.5K	0.18%	92
2022 Q2	$327K	Buy	3,212 +902	+39%	+$97.7K	0.15%	112
2022 Q1	$259K	Hold	2,310	–	–	0.12%	146
2021 Q4	$259K	Sell	2,310 -3	-0.1%	-$326	0.12%	146
2021 Q3	$239K	Sell	2,313 -6	-0.3%	-$634	0.13%	122
2021 Q2	$243K	Buy	2,319 +355	+18%	+$37.3K	0.14%	113
2021 Q1	$201K	Buy	+1,964	New	+$189K	0.13%	122

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

TrueWealth Advisors's VYM Position: Q2 2026 in Review

TrueWealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,412 shares worth $697K. The position accounts for 0.16% of the portfolio, ranked #119.

TrueWealth Advisors first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

TrueWealth Advisors held 4,412 shares of Vanguard High Dividend Yield ETF worth $697K as of Q2 2026.
TrueWealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.16% of TrueWealth Advisors's portfolio in Q2 2026, its #119 holding.
TrueWealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.