Vermillion & White Wealth Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vermillion & White Wealth Management 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
2026 Q1	–	Sell	-497	Closed	-$71.3K	–	534
2025 Q4	$71.3K	Buy	497 +209	+73%	+$29.7K	0.04%	123
2025 Q3	$40.5K	Buy	288 +1	+0.3%	+$137	0.02%	172
2025 Q2	$38.3K	Sell	287 -648	-69%	-$82.1K	0.02%	163
2025 Q1	$121K	Buy	935 +211	+29%	+$27.6K	0.09%	67
2024 Q4	$92.4K	Buy	724 +24	+3%	+$3.13K	0.07%	92
2024 Q3	$89.7K	Hold	700	–	–	0.07%	92
2024 Q2	$83K	Hold	700	–	–	0.06%	98
2024 Q1	$84.7K	Hold	700	–	–	0.07%	89
2023 Q4	$78.1K	Buy	+700	New	+$73.6K	0.08%	70

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

Vermillion & White Wealth Management Group's VYM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 497 shares — an estimated $71.3K sold.

Vermillion & White Wealth Management Group first reported a position in VYM in Q4 2023 and held it in 9 quarters. The position peaked at $121K in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 497 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $71.3K.
Vermillion & White Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $121K in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.