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

Vigilare Wealth Management’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	$201K	Buy	+1,274	New	+$199K	0.06%	122
2025 Q2	–	Sell	-2,446	Closed	-$315K	–	131
2025 Q1	$315K	Buy	+2,446	New	+$320K	0.13%	71
2023 Q4	–	Sell	-3,621	Closed	-$374K	–	100
2023 Q3	$374K	Sell	3,621 -23	-0.6%	-$2.47K	0.24%	53
2023 Q2	$387K	Sell	3,644 -90	-2%	-$9.44K	0.22%	52
2023 Q1	$394K	Sell	3,734 -902	-19%	-$97K	0.22%	60
2022 Q4	$502K	Sell	4,636 -1,592	-26%	-$169K	0.29%	46
2022 Q3	$591K	Sell	6,228 -1,392	-18%	-$145K	0.76%	33
2022 Q2	$775K	Sell	7,620 -6,948	-48%	-$753K	0.84%	30
2022 Q1	$1.64M	Buy	14,568 +4,927	+51%	+$550K	1.34%	16
2021 Q4	$1.08M	Buy	9,641 +1,532	+19%	+$167K	0.64%	41
2021 Q3	$838K	Buy	8,109 +4,359	+116%	+$461K	0.52%	46
2021 Q2	$393K	Buy	3,750 +406	+12%	+$42.6K	0.24%	114
2021 Q1	$338K	Sell	3,344 -404	-11%	-$39K	0.24%	112
2020 Q4	$343K	Sell	3,748 -159	-4%	-$13.8K	0.32%	75
2020 Q3	$316K	Sell	3,907 -587	-13%	-$48.1K	0.33%	73
2020 Q2	$354K	Sell	4,494 -1,525	-25%	-$119K	0.36%	65
2020 Q1	$426K	Buy	6,019 +2,587	+75%	+$222K	0.51%	50
2019 Q4	$315K	Buy	+3,432	New	+$311K	0.21%	103

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

Vigilare Wealth Management's VYM Position: Q2 2026 in Review

Vigilare Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,274 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Vigilare Wealth Management previously reported a position in VYM as recently as Q1 2025.

Vigilare Wealth Management first reported a position in VYM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Vigilare Wealth Management held 1,274 shares of Vanguard High Dividend Yield ETF worth $201K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Vigilare Wealth Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.06% of Vigilare Wealth Management's portfolio in Q2 2026, its #122 holding.
Vigilare Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 18 quarters since.
Vigilare Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.64M in Q1 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.