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

Waypoint Wealth Partners’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
2025 Q2	$473K	Hold	3,547	–	–	0.11%	49
2025 Q1	$457K	Sell	3,547 -199	-5%	-$26.1K	0.13%	45
2024 Q4	$478K	Hold	3,746	–	–	0.13%	45
2024 Q3	$480K	Buy	3,746 +199	+6%	+$24.6K	0.13%	49
2024 Q2	$421K	Hold	3,547	–	–	0.12%	45
2024 Q1	$429K	Hold	3,547	–	–	0.12%	55
2023 Q4	$396K	Buy	+3,547	New	+$373K	0.12%	57

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waypoint Wealth Partners's VYM Position: Q2 2025 in Review

Waypoint Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2025 at 3,547 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #49.

Waypoint Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $480K in Q3 2024. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Waypoint Wealth Partners held 3,547 shares of Vanguard High Dividend Yield ETF worth $473K as of Q2 2025.
Waypoint Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2025.
Vanguard High Dividend Yield ETF made up 0.11% of Waypoint Wealth Partners's portfolio in Q2 2025, its #49 holding.
Waypoint Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
Waypoint Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $480K in Q3 2024.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.