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

Waterfront Wealth’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 		$530K Sell
3,289
-6
-0.2% -$938 0.08% 211
2026
Q1 		$488K Sell
3,295
-547
-14% -$82.2K 0.09% 206
2025
Q4 		$571K Buy
3,842
+316
+9% +$44.9K 0.11% 188
2025
Q3 		$496K Sell
3,526
-67
-2% -$9.21K 0.1% 189
2025
Q2 		$479K Hold
3,593
– – 0.11% 190
2025
Q1 		$463K Buy
3,593
+26
+0.7% +$3.4K 0.11% 183
2024
Q4 		$455K Buy
3,567
+100
+3% +$13K 0.11% 187
2024
Q3 		$447K Buy
3,467
+1,195
+53% +$148K 0.11% 190
2024
Q2 		$269K Sell
2,272
-115
-5% -$13.6K 0.07% 213
2024
Q1 		$280K Sell
2,387
-20
-0.8% -$2.29K 0.08% 212
2023
Q4 		$269K Buy
2,407
+40
+2% +$4.2K 0.08% 213
2023
Q3 		$238K Buy
2,367
+12
+0.5% +$1.29K 0.08% 216
2023
Q2 		$259K Sell
2,355
-328
-12% -$34.4K 0.08% 215
2023
Q1 		$283K Buy
2,683
+34
+1% +$3.66K 0.09% 204
2022
Q4 		$292K Sell
2,649
-67
-2% -$7.13K 0.1% 203
2022
Q3 		$287K Sell
2,716
-590
-18% -$61.4K 0.11% 194
2022
Q2 		$336K Buy
3,306
+117
+4% +$12.7K 0.14% 176
2022
Q1 		$361K Buy
3,189
+60
+2% +$6.69K 0.13% 160
2021
Q4 		$351K Buy
3,129
+40
+1% +$4.35K 0.14% 147
2021
Q3 		$319K Buy
3,089
+252
+9% +$26.6K 0.15% 133
2021
Q2 		$297K Buy
2,837
+54
+2% +$5.67K 0.14% 137
2021
Q1 		$283K Sell
2,783
-75
-3% -$7.24K 0.14% 137
2020
Q4 		$262K Buy
+2,858
New +$248K 0.19% 114

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

Waterfront Wealth's VYM Position: Q2 2026 in Review

Waterfront Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.18% in Q2 2026, selling an estimated $938 and leaving 3,289 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #211.

Waterfront Wealth first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $571K in Q4 2025. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Waterfront Wealth held 3,289 shares of Vanguard High Dividend Yield ETF worth $530K as of Q2 2026.
  • Waterfront Wealth sold 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
  • Vanguard High Dividend Yield ETF made up 0.08% of Waterfront Wealth's portfolio in Q2 2026, its #211 holding.
  • Waterfront Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Vanguard High Dividend Yield ETF position peaked at $571K in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.