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Von Berge Wealth Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Von Berge 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
2025
Q3 		– Sell
-2,141
Closed -$290K – 63
2025
Q2 		$290K Buy
2,141
+13
+0.6% +$1.65K 0.16% 47
2025
Q1 		$263K Sell
2,128
-40
-2% -$5.24K 0.17% 49
2024
Q4 		$288K Buy
2,168
+51
+2% +$6.65K 0.17% 49
2024
Q3 		$280K Buy
2,117
+13
+0.6% +$1.6K 0.17% 50
2024
Q2 		$249K Sell
2,104
-264
-11% -$31.3K 0.16% 55
2024
Q1 		$286K Sell
2,368
-44
-2% -$5.04K 0.18% 49
2023
Q4 		$269K Sell
2,412
-297
-11% -$31.2K 0.21% 54
2023
Q3 		$280K Buy
2,709
+9
+0.3% +$966 0.24% 46
2023
Q2 		$286K Buy
2,700
+10
+0.4% +$1.05K 0.24% 47
2023
Q1 		$286K Buy
2,690
+8
+0.3% +$860 0.26% 46
2022
Q4 		$296K Buy
2,682
+172
+7% +$18.3K 0.27% 44
2022
Q3 		$242K Buy
+2,510
New +$261K 0.26% 44
2022
Q2 		– Sell
-1,792
Closed -$201K – 64
2022
Q1 		$201K Buy
+1,792
New +$200K 0.18% 65

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Von Berge Wealth Management Group's VYM Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 2,141 shares — an estimated $290K sold.

Von Berge Wealth Management Group first reported a position in VYM in Q1 2022 and held it in 13 quarters. The position peaked at $296K in Q4 2022. 1,834 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 2,141 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $290K.
  • Von Berge Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 13 quarters.
  • Von Berge Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $296K in Q4 2022.
  • 1,834 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.