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Walsh & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Walsh & Associates’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 		$210K Hold
1,332
– – 0.17% 53
2026
Q1 		$197K Hold
1,332
– – 0.2% 52
2025
Q4 		$191K Buy
+1,332
New +$189K 0.19% 53

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 22.96% 1-Year Est. Return

Walsh & Associates's VYM Position: Q2 2026 in Review

Walsh & Associates held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,332 shares worth $210K. The position accounts for 0.17% of the portfolio, ranked #53.

Walsh & Associates first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Walsh & Associates held 1,332 shares of Vanguard High Dividend Yield ETF worth $210K as of Q2 2026.
  • Walsh & Associates left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.17% of Walsh & Associates's portfolio in Q2 2026, its #53 holding.
  • Walsh & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.