Tucker Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tucker Asset Management’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
2025 Q4	$298K	Hold	2,076	–	–	0.09%	68
2025 Q3	$293K	Buy	2,076 +188	+10%	+$25.8K	0.09%	75
2025 Q2	$252K	Hold	1,888	–	–	0.08%	82
2025 Q1	$243K	Hold	1,888	–	–	0.08%	66
2024 Q4	$241K	Sell	1,888 -65	-3%	-$8.48K	0.03%	116
2024 Q3	$250K	Hold	1,953	–	–	0.06%	122
2024 Q2	$232K	Sell	1,953 -747	-28%	-$88.6K	0.05%	145
2024 Q1	$327K	Buy	2,700 +480	+22%	+$55K	0.08%	114
2023 Q4	$248K	Hold	2,220	–	–	0.06%	125
2023 Q3	$229K	Sell	2,220 -342	-13%	-$36.7K	0.06%	122
2023 Q2	$272K	Buy	2,562 +1	+0%	+$105	0.08%	81
2023 Q1	$270K	Sell	2,561 -71	-3%	-$7.64K	0.08%	62
2022 Q4	$286K	Buy	2,632 +109	+4%	+$11.6K	0.09%	35
2022 Q3	$269K	Sell	2,523 -1,016	-29%	-$106K	0.09%	29
2022 Q2	$360K	Buy	3,539 +3,391	+2,291%	+$367K	0.12%	13
2022 Q1	$16.6K	Buy	148 +23	+18%	+$2.56K	0.01%	172
2021 Q4	$14K	Hold	125	–	–	﹤0.01%	185
2021 Q3	$13.6K	Buy	+125	New	+$13.2K	﹤0.01%	166
2021 Q2	–	Sell	-184	Closed	-$18.6K	–	375
2021 Q1	$18.6K	Buy	+184	New	+$17.7K	0.01%	143

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tucker Asset Management's VYM Position: Q4 2025 in Review

Tucker Asset Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2025 at 2,076 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #68.

Tucker Asset Management first reported a position in VYM in Q1 2021 and has held it in 19 quarters since. The position peaked at $360K in Q2 2022. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Tucker Asset Management held 2,076 shares of Vanguard High Dividend Yield ETF worth $298K as of Q4 2025.
Tucker Asset Management left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2025.
Vanguard High Dividend Yield ETF made up 0.09% of Tucker Asset Management's portfolio in Q4 2025, its #68 holding.
Tucker Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 19 quarters since.
Tucker Asset Management's Vanguard High Dividend Yield ETF position peaked at $360K in Q2 2022.
1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.