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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waypoint Wealth Counsel's VYM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Vanguard High Dividend Yield ETF (VYM) stake by 47% in Q1 2026, selling an estimated $5.65M and leaving 42,757 shares worth $6.33M. The position accounts for 3.27% of the portfolio, ranked #7.

Waypoint Wealth Counsel first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Waypoint Wealth Counsel held 42,757 shares of Vanguard High Dividend Yield ETF worth $6.33M as of Q1 2026.
Waypoint Wealth Counsel sold 37,563 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.65M.
Vanguard High Dividend Yield ETF made up 3.27% of Waypoint Wealth Counsel's portfolio in Q1 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 14 quarters since.
Waypoint Wealth Counsel's Vanguard High Dividend Yield ETF position peaked at $11.5M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.