Veridan Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Veridan Wealth’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 Q2	$384K	Sell	2,427 -244	-9%	-$38.1K	0.13%	64
2026 Q1	$396K	Buy	2,671 +13	+0.5%	+$1.96K	0.15%	59
2025 Q4	$381K	Sell	2,658 -15	-0.6%	-$2.13K	0.13%	59
2025 Q3	$377K	Buy	+2,673	New	+$367K	0.13%	60
2025 Q1	$439K	Buy	3,402 +1,203	+55%	+$157K	0.2%	51
2024 Q4	$290K	Buy	+2,199	New	+$287K	0.14%	69
2024 Q2	$358K	Buy	+2,684	New	+$318K	0.14%	61

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Veridan Wealth's VYM Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.1% in Q2 2026, selling an estimated $38.1K and leaving 2,427 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #64.

Veridan Wealth first reported a position in VYM in Q2 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Veridan Wealth held 2,427 shares of Vanguard High Dividend Yield ETF worth $384K as of Q2 2026.
Veridan Wealth sold 244 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $38.1K.
Vanguard High Dividend Yield ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #64 holding.
Veridan Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Vanguard High Dividend Yield ETF position peaked at $439K in Q1 2025.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.