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

Waypoint Wealth Counsel’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	$5.6M	Sell	35,411 -7,346	-17%	-$1.15M	3.5%	7
2026 Q1	$6.33M	Sell	42,757 -37,563	-47%	-$5.65M	3.27%	7
2025 Q4	$11.5M	Buy	80,320 +4,612	+6%	+$656K	4.23%	2
2025 Q3	$10.7M	Buy	75,708 +2,196	+3%	+$302K	4.21%	3
2025 Q2	$9.8M	Buy	73,512 +956	+1%	+$121K	4.86%	3
2025 Q1	$9.36M	Sell	72,556 -1,300	-2%	-$170K	5.87%	3
2024 Q4	$9.42M	Buy	73,856 +1,014	+1%	+$132K	6.15%	2
2024 Q3	$9.34M	Buy	72,842 +848	+1%	+$105K	6.29%	2
2024 Q2	$8.54M	Sell	71,994 -772	-1%	-$91.5K	6.53%	2
2024 Q1	$8.8M	Sell	72,766 -601	-0.8%	-$68.9K	6.79%	2
2023 Q4	$8.19M	Buy	73,367 +7,698	+12%	+$809K	6.98%	2
2023 Q3	$6.78M	Sell	65,669 -4,899	-7%	-$526K	6.4%	3
2023 Q2	$7.49M	Buy	70,568 +359	+0.5%	+$37.7K	6.69%	3
2023 Q1	$7.41M	Buy	70,209 +4,024	+6%	+$433K	5.74%	4
2022 Q4	$7.16M	Buy	+66,185	New	+$7.04M	5.77%	4

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Waypoint Wealth Counsel's VYM Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q2 2026, selling an estimated $1.15M and leaving 35,411 shares worth $5.6M. The position accounts for 3.5% of the portfolio, ranked #7.

Waypoint Wealth Counsel first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.5M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Waypoint Wealth Counsel held 35,411 shares of Vanguard High Dividend Yield ETF worth $5.6M as of Q2 2026.
Waypoint Wealth Counsel sold 7,346 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.15M.
Vanguard High Dividend Yield ETF made up 3.5% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #7 holding.
Waypoint Wealth Counsel first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's Vanguard High Dividend Yield ETF position peaked at $11.5M in Q4 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.