Vision Retirement’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vision Retirement’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	$9.54M	Buy	60,356 +530	+0.9%	+$82.8K	2.31%	9
2026 Q1	$8.86M	Buy	59,826 +692	+1%	+$104K	2.52%	9
2025 Q4	$8.49M	Buy	+59,134	New	+$8.41M	2.27%	10

Other funds holding VYM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vision Retirement's VYM Position: Q2 2026 in Review

Vision Retirement increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.89% in Q2 2026, buying an estimated $82.8K and bringing the position to 60,356 shares worth $9.54M. The position accounts for 2.31% of the portfolio, ranked #9.

Vision Retirement first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Vision Retirement held 60,356 shares of Vanguard High Dividend Yield ETF worth $9.54M as of Q2 2026.
Vision Retirement bought 530 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $82.8K.
Vanguard High Dividend Yield ETF made up 2.31% of Vision Retirement's portfolio in Q2 2026, its #9 holding.
Vision Retirement first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.