Van Den Berg Management I’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Van Den Berg Management I’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	$540K	Buy	3,647 +790	+28%	+$119K	0.12%	72
2025 Q4	$410K	Sell	2,857 -175	-6%	-$24.9K	0.09%	77
2025 Q3	$427K	Sell	3,032 -270	-8%	-$37.1K	0.11%	71
2025 Q2	$440K	Sell	3,302 -69	-2%	-$8.74K	0.13%	70
2025 Q1	$435K	Sell	3,371 -45	-1%	-$5.89K	0.13%	70
2024 Q4	$436K	Sell	3,416 -124	-4%	-$16.2K	0.13%	70
2024 Q3	$454K	Sell	3,540 -140	-4%	-$17.3K	0.13%	67
2024 Q2	$436K	Sell	3,680 -545	-13%	-$64.6K	0.13%	66
2024 Q1	$511K	Sell	4,225 -254	-6%	-$29.1K	0.15%	66
2023 Q4	$500K	Sell	4,479 -3,841	-46%	-$404K	0.17%	64
2023 Q3	$860K	Sell	8,320 -573	-6%	-$61.5K	0.3%	50
2023 Q2	$943K	Sell	8,893 -305	-3%	-$32K	0.34%	50
2023 Q1	$970K	Sell	9,198 -518	-5%	-$55.7K	0.36%	46
2022 Q4	$1.05M	Sell	9,716 -27	-0.3%	-$2.87K	0.39%	45
2022 Q3	$924K	Sell	9,743 -2,195	-18%	-$228K	0.27%	47
2022 Q2	$1.21M	Sell	11,938 -25	-0.2%	-$2.71K	0.32%	45
2022 Q1	$1.34M	Sell	11,963 -1,375	-10%	-$153K	0.3%	46
2021 Q4	$1.5M	Sell	13,338 -2,503	-16%	-$272K	0.27%	44
2021 Q3	$1.64M	Sell	15,841 -8	-0.1%	-$846	0.32%	43
2021 Q2	$1.66M	Sell	15,849 -128	-0.8%	-$13.4K	0.33%	44
2021 Q1	$1.61M	Sell	15,977 -1	-0%	-$96	0.35%	41
2020 Q4	$1.46M	Buy	+15,978	New	+$1.39M	0.37%	40

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

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

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

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

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

Van Den Berg Management I's VYM Position: Q1 2026 in Review

Van Den Berg Management I increased its Vanguard High Dividend Yield ETF (VYM) stake by 28% in Q1 2026, buying an estimated $119K and bringing the position to 3,647 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #72.

Van Den Berg Management I first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q2 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Van Den Berg Management I held 3,647 shares of Vanguard High Dividend Yield ETF worth $540K as of Q1 2026.
Van Den Berg Management I bought 790 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $119K.
Vanguard High Dividend Yield ETF made up 0.12% of Van Den Berg Management I's portfolio in Q1 2026, its #72 holding.
Van Den Berg Management I first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
Van Den Berg Management I's Vanguard High Dividend Yield ETF position peaked at $1.66M in Q2 2021.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.