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Vantage Financial Partners (Wisconsin)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$528K Sell
3,678
-32
-0.9% -$4.55K 0.11% 112
2025
Q3 		$523K Sell
3,710
-99
-3% -$13.6K 0.11% 108
2025
Q2 		$508K Sell
3,809
-3,800
-50% -$481K 0.12% 111
2025
Q1 		$981K Sell
7,609
-951
-11% -$124K 0.24% 59
2024
Q4 		$1.09M Sell
8,560
-36
-0.4% -$4.69K 0.27% 56
2024
Q3 		$1.1M Sell
8,596
-337
-4% -$41.6K 0.27% 54
2024
Q2 		$1.06M Sell
8,933
-547
-6% -$64.9K 0.28% 45
2024
Q1 		$1.15M Buy
9,480
+156
+2% +$17.9K 0.31% 41
2023
Q4 		$1.04M Buy
9,324
+3,636
+64% +$382K 0.31% 40
2023
Q3 		$588K Buy
5,688
+2,046
+56% +$220K 0.23% 33
2023
Q2 		$386K Sell
3,642
-2,613
-42% -$274K 0.14% 51
2023
Q1 		$660K Buy
6,255
+4,077
+187% +$438K 0.26% 35
2022
Q4 		$236K Sell
2,178
-253
-10% -$26.9K 0.14% 51
2022
Q3 		$231K Buy
2,431
+18
+0.7% +$1.87K 0.16% 48
2022
Q2 		$245K Sell
2,413
-310
-11% -$33.6K 0.14% 47
2022
Q1 		$306K Buy
2,723
+506
+23% +$56.4K 0.16% 42
2021
Q4 		$249K Buy
+2,217
New +$241K 0.1% 50

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s VYM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.86% in Q4 2025, selling an estimated $4.55K and leaving 3,678 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #112.

Vantage Financial Partners (Wisconsin) first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.15M in Q1 2024. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,678 shares of Vanguard High Dividend Yield ETF worth $528K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 32 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $4.55K.
  • Vanguard High Dividend Yield ETF made up 0.11% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #112 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Vanguard High Dividend Yield ETF position peaked at $1.15M in Q1 2024.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.