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Waverly Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Waverly Advisors’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
Q1 		$64.7M Buy
437,000
+94,199
+27% +$14.2M 0.48% 42
2025
Q4 		$49.2M Sell
342,801
-3,783
-1% -$538K 0.4% 55
2025
Q3 		$48.9M Buy
346,584
+7,499
+2% +$1.03M 0.49% 43
2025
Q2 		$45.2M Buy
339,085
+4,558
+1% +$577K 0.5% 41
2025
Q1 		$43.1M Buy
334,527
+8,041
+2% +$1.05M 0.53% 41
2024
Q4 		$41.7M Buy
326,486
+6,507
+2% +$848K 0.64% 28
2024
Q3 		$41M Buy
319,979
+8,975
+3% +$1.11M 0.76% 25
2024
Q2 		$36.9M Buy
311,004
+12,330
+4% +$1.46M 0.72% 26
2024
Q1 		$36.1M Buy
298,674
+88,546
+42% +$10.1M 0.85% 24
2023
Q4 		$23.5M Buy
210,128
+108,735
+107% +$11.4M 0.88% 22
2023
Q3 		$10.5M Buy
101,393
+23,277
+30% +$2.5M 0.46% 40
2023
Q2 		$8.29M Buy
78,116
+75,726
+3,168% +$7.94M 0.36% 50
2023
Q1 		$252K Hold
2,390
– – 0.01% 257
2022
Q4 		$259K Buy
+2,390
New +$254K 0.01% 233
2014
Q2 		– Sell
-338
Closed -$21K – 761
2014
Q1 		$21K Sell
338
-662
-66% -$40.7K 0.01% 312
2013
Q4 		$62K Buy
+1,000
New +$60.4K 0.02% 301

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors's VYM Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 27% in Q1 2026, buying an estimated $14.2M and bringing the position to 437,000 shares worth $64.7M. The position accounts for 0.48% of the portfolio, ranked #42.

Waverly Advisors first reported a position in VYM in Q4 2013 and has held it in 16 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Waverly Advisors held 437,000 shares of Vanguard High Dividend Yield ETF worth $64.7M as of Q1 2026.
  • Waverly Advisors bought 94,199 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $14.2M.
  • Vanguard High Dividend Yield ETF made up 0.48% of Waverly Advisors's portfolio in Q1 2026, its #42 holding.
  • Waverly Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 16 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.