UBS Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

UBS Group’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 Q3	–	Sell	-200	Closed	-$26.7K	–	10982
2025 Q2	$26.7K	Hold	200	–	–	﹤0.01%	8249
2025 Q1	$25.8K	Buy	+200	New	+$26.2K	﹤0.01%	8048
2023 Q1	–	Sell	-500	Closed	-$54.1K	–	10454
2022 Q4	$54.1K	Hold	500	–	–	﹤0.01%	6694
2022 Q3	$47K	Hold	500	–	–	﹤0.01%	6415
2022 Q2	$51K	Hold	500	–	–	﹤0.01%	5894
2022 Q1	$56K	Hold	500	–	–	﹤0.01%	6388
2021 Q4	$56K	Hold	500	–	–	﹤0.01%	6800
2021 Q3	$52K	Hold	500	–	–	﹤0.01%	6300
2021 Q2	$52K	Hold	500	–	–	﹤0.01%	6396
2021 Q1	$51K	Sell	500 -1,200	-71%	-$116K	﹤0.01%	6530
2020 Q4	$156K	Hold	1,700	–	–	﹤0.01%	5397
2020 Q3	$138K	Buy	1,700 +500	+42%	+$41K	﹤0.01%	5011
2020 Q2	$95K	Buy	+1,200	New	+$93.3K	﹤0.01%	5354
2017 Q2	–	Sell	-700	Closed	-$54K	–	8015
2017 Q1	$54K	Hold	700	–	–	﹤0.01%	5469
2016 Q4	$53K	Buy	+700	New	+$51.4K	﹤0.01%	5789

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group's VYM Position: Q2 2026 in Review

UBS Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, selling an estimated $7.49M and leaving 3,674,450 shares worth $581M. The position accounts for 0.07% of the portfolio, ranked #251.

UBS Group first reported a position in VYM in Q4 2014 and has held it in 47 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

UBS Group held 3,674,450 shares of Vanguard High Dividend Yield ETF worth $581M as of Q2 2026.
UBS Group sold 47,936 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.49M.
Vanguard High Dividend Yield ETF made up 0.07% of UBS Group's portfolio in Q2 2026, its #251 holding.
UBS Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 47 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.