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

Wealth Alliance’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 		$623K Sell
4,204
-298
-7% -$44.8K 0.06% 250
2025
Q4 		$646K Buy
4,502
+100
+2% +$14.2K 0.06% 258
2025
Q3 		$620K Buy
4,402
+5
+0.1% +$687 0.06% 256
2025
Q2 		$586K Buy
4,397
+142
+3% +$18K 0.07% 265
2025
Q1 		$549K Buy
4,255
+116
+3% +$15.2K 0.07% 256
2024
Q4 		$528K Sell
4,139
-309
-7% -$40.3K 0.06% 249
2024
Q3 		$570K Buy
4,448
+144
+3% +$17.8K 0.07% 244
2024
Q2 		$510K Buy
4,304
+859
+25% +$102K 0.07% 245
2024
Q1 		$417K Buy
3,445
+4
+0.1% +$458 0.05% 310
2023
Q4 		$384K Buy
3,441
+107
+3% +$11.2K 0.05% 312
2023
Q3 		$345K Sell
3,334
-281
-8% -$30.1K 0.05% 317
2023
Q2 		$383K Buy
3,615
+5
+0.1% +$524 0.06% 314
2023
Q1 		$381K Buy
3,610
+104
+3% +$11.2K 0.06% 295
2022
Q4 		$379K Sell
3,506
-91
-3% -$9.68K 0.07% 285
2022
Q3 		$341K Sell
3,597
-257
-7% -$26.7K 0.07% 293
2022
Q2 		$392K Buy
3,854
+933
+32% +$101K 0.08% 255
2022
Q1 		$328K Buy
2,921
+1
+0% +$112 0.07% 309
2021
Q4 		$327K Sell
2,920
-47
-2% -$5.11K 0.07% 307
2021
Q3 		$307K Sell
2,967
-5,393
-65% -$570K 0.07% 310
2021
Q2 		$876K Sell
8,360
-3
-0% -$315 0.21% 116
2021
Q1 		$845K Buy
8,363
+193
+2% +$18.6K 0.24% 105
2020
Q4 		$748K Sell
8,170
-92
-1% -$7.99K 0.22% 122
2020
Q3 		$669K Sell
8,262
-284
-3% -$23.3K 0.24% 107
2020
Q2 		$673K Sell
8,546
-226
-3% -$17.6K 0.27% 96
2020
Q1 		$621K Buy
+8,772
New +$754K 0.33% 88

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

Wealth Alliance's VYM Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.6% in Q1 2026, selling an estimated $44.8K and leaving 4,204 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #250.

Wealth Alliance first reported a position in VYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $876K in Q2 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wealth Alliance held 4,204 shares of Vanguard High Dividend Yield ETF worth $623K as of Q1 2026.
  • Wealth Alliance sold 298 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $44.8K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #250 holding.
  • Wealth Alliance first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Vanguard High Dividend Yield ETF position peaked at $876K in Q2 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.