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Vise Technologies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vise Technologies’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 		$11.4M Buy
71,958
+23,956
+50% +$3.74M 0.13% 137
2026
Q1 		$6.89M Hold
48,002
– – 0.14% 131
2025
Q4 		$6.89M Buy
48,002
+34,009
+243% +$4.84M 0.14% 131
2025
Q3 		$1.97M Buy
13,993
+698
+5% +$95.9K 0.07% 258
2025
Q2 		$1.77M Buy
+13,295
New +$1.68M 0.07% 291
2024
Q4 		$302K Buy
+2,368
New +$309K 0.03% 595

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vise Technologies's VYM Position: Q2 2026 in Review

Vise Technologies increased its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q2 2026, buying an estimated $3.74M and bringing the position to 71,958 shares worth $11.4M. The position accounts for 0.13% of the portfolio, ranked #137.

Vise Technologies first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Vise Technologies held 71,958 shares of Vanguard High Dividend Yield ETF worth $11.4M as of Q2 2026.
  • Vise Technologies bought 23,956 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.74M.
  • Vanguard High Dividend Yield ETF made up 0.13% of Vise Technologies's portfolio in Q2 2026, its #137 holding.
  • Vise Technologies first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.