Verum Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Verum Partners’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	$631K	Buy	4,260 +11	+0.3%	+$1.65K	0.12%	93
2025 Q4	$610K	Buy	4,249 +13	+0.3%	+$1.85K	0.12%	84
2025 Q3	$597K	Sell	4,236 -1,743	-29%	-$240K	0.13%	88
2025 Q2	$797K	Buy	5,979 +22	+0.4%	+$2.79K	0.18%	71
2025 Q1	$768K	Sell	5,957 -209	-3%	-$27.4K	0.21%	63
2024 Q4	$787K	Sell	6,166 -139	-2%	-$18.1K	0.23%	63
2024 Q3	$808K	Buy	6,305 +22	+0.4%	+$2.72K	0.24%	63
2024 Q2	$745K	Sell	6,283 -184	-3%	-$21.8K	0.24%	65
2024 Q1	$782K	Sell	6,467 -1,306	-17%	-$150K	0.28%	61
2023 Q4	$868K	Sell	7,773 -285	-4%	-$29.9K	0.34%	59
2023 Q3	$833K	Buy	+8,058	New	+$865K	0.37%	55

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

Verum Partners's VYM Position: Q1 2026 in Review

Verum Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.26% in Q1 2026, buying an estimated $1.65K and bringing the position to 4,260 shares worth $631K. The position accounts for 0.12% of the portfolio, ranked #93.

Verum Partners first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $868K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Verum Partners held 4,260 shares of Vanguard High Dividend Yield ETF worth $631K as of Q1 2026.
Verum Partners bought 11 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.65K.
Vanguard High Dividend Yield ETF made up 0.12% of Verum Partners's portfolio in Q1 2026, its #93 holding.
Verum Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
Verum Partners's Vanguard High Dividend Yield ETF position peaked at $868K in Q4 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.