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Tyler-Stone Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tyler-Stone Wealth 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
Q2 		$1.61M Buy
12,101
+60
+0.5% +$7.6K 0.26% 75
2025
Q1 		$1.55M Sell
12,041
-501
-4% -$65.6K 0.28% 72
2024
Q4 		$1.6M Buy
12,542
+172
+1% +$22.4K 0.28% 69
2024
Q3 		$1.59M Buy
12,370
+6,216
+101% +$767K 0.3% 72
2024
Q2 		$730K Sell
6,154
-40
-0.6% -$4.74K 0.3% 65
2024
Q1 		$749K Sell
6,194
-126
-2% -$14.4K 0.33% 56
2023
Q4 		$705K Sell
6,320
-58
-0.9% -$6.09K 0.35% 62
2023
Q3 		$659K Sell
6,378
-40
-0.6% -$4.29K 0.38% 56
2023
Q2 		$681K Buy
+6,418
New +$673K 0.38% 55
2022
Q4 		$693K Buy
6,407
+8
+0.1% +$851 0.47% 49
2022
Q3 		$607K Sell
6,399
-198
-3% -$20.6K 0.46% 52
2022
Q2 		$671K Buy
6,597
+8
+0.1% +$867 0.45% 50
2022
Q1 		$740K Sell
6,589
-18
-0.3% -$2.01K 0.41% 56
2021
Q4 		$741K Buy
+6,607
New +$719K 0.39% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Tyler-Stone Wealth Management's VYM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q2 2025, buying an estimated $7.6K and bringing the position to 12,101 shares worth $1.61M. The position accounts for 0.26% of the portfolio, ranked #75.

Tyler-Stone Wealth Management first reported a position in VYM in Q4 2021 and has held it in 14 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Tyler-Stone Wealth Management held 12,101 shares of Vanguard High Dividend Yield ETF worth $1.61M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 60 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $7.6K.
  • Vanguard High Dividend Yield ETF made up 0.26% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #75 holding.
  • Tyler-Stone Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.