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

TruWealth 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 		$833K Sell
5,623
-207
-4% -$31.1K 0.04% 101
2025
Q4 		$837K Sell
5,830
-561
-9% -$79.8K 0.04% 105
2025
Q3 		$901K Sell
6,391
-89
-1% -$12.2K 0.05% 101
2025
Q2 		$864K Sell
6,480
-260
-4% -$32.9K 0.05% 98
2025
Q1 		$869K Buy
6,740
+6
+0.1% +$785 0.05% 88
2024
Q4 		$859K Sell
6,734
-197
-3% -$25.7K 0.05% 85
2024
Q3 		$889K Sell
6,931
-200
-3% -$24.7K 0.05% 84
2024
Q2 		$846K Sell
7,131
-397
-5% -$47.1K 0.06% 82
2024
Q1 		$911K Buy
7,528
+28
+0.4% +$3.21K 0.06% 85
2023
Q4 		$837K Sell
7,500
-24,733
-77% -$2.6M 0.06% 78
2023
Q3 		$3.33M Sell
32,233
-436
-1% -$46.8K 0.29% 55
2023
Q2 		$3.47M Buy
32,669
+1,161
+4% +$122K 0.3% 55
2023
Q1 		$3.32M Buy
31,508
+227
+0.7% +$24.4K 0.3% 59
2022
Q4 		$3.38M Buy
31,281
+63
+0.2% +$6.7K 0.33% 58
2022
Q3 		$2.96M Sell
31,218
-1,421
-4% -$148K 0.31% 54
2022
Q2 		$3.32M Buy
32,639
+628
+2% +$68.1K 0.36% 46
2022
Q1 		$3.59M Buy
32,011
+1,723
+6% +$192K 0.37% 46
2021
Q4 		$3.4M Buy
30,288
+990
+3% +$108K 0.34% 45
2021
Q3 		$3.03M Buy
29,298
+1,185
+4% +$125K 0.34% 44
2021
Q2 		$2.94M Buy
28,113
+11,170
+66% +$1.17M 0.35% 42
2021
Q1 		$1.71M Buy
16,943
+11,420
+207% +$1.1M 0.23% 42
2020
Q4 		$505K Buy
+5,523
New +$480K 0.08% 72

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TruWealth Advisors's VYM Position: Q1 2026 in Review

TruWealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q1 2026, selling an estimated $31.1K and leaving 5,623 shares worth $833K. The position accounts for 0.04% of the portfolio, ranked #101.

TruWealth Advisors first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.59M in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • TruWealth Advisors held 5,623 shares of Vanguard High Dividend Yield ETF worth $833K as of Q1 2026.
  • TruWealth Advisors sold 207 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $31.1K.
  • Vanguard High Dividend Yield ETF made up 0.04% of TruWealth Advisors's portfolio in Q1 2026, its #101 holding.
  • TruWealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard High Dividend Yield ETF position peaked at $3.59M in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.