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

Wealth Architects’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	$346K	Sell	2,338 -99	-4%	-$14.9K	0.03%	167
2025 Q4	$350K	Buy	2,437 +1	+0%	+$142	0.03%	169
2025 Q3	$343K	Hold	2,436	–	–	0.03%	167
2025 Q2	$325K	Sell	2,436 -94	-4%	-$11.9K	0.03%	165
2025 Q1	$326K	Buy	2,530 +1	+0%	+$131	0.04%	176
2024 Q4	$323K	Buy	2,529 +1	+0%	+$130	0.04%	159
2024 Q3	$324K	Hold	2,528	–	–	0.04%	162
2024 Q2	$300K	Buy	2,528 +1	+0%	+$119	0.04%	166
2024 Q1	$306K	Buy	2,527 +1	+0%	+$115	0.04%	157
2023 Q4	$282K	Buy	2,526 +1	+0%	+$105	0.04%	160
2023 Q3	$261K	Sell	2,525 -66	-3%	-$7.08K	0.04%	155
2023 Q2	$275K	Sell	2,591 -75	-3%	-$7.87K	0.05%	152
2023 Q1	$281K	Hold	2,666	–	–	0.05%	145
2022 Q4	$288K	Buy	2,666 +1	+0%	+$106	0.05%	137
2022 Q3	$253K	Sell	2,665 -159	-6%	-$16.5K	0.05%	144
2022 Q2	$287K	Sell	2,824 -1,794	-39%	-$194K	0.06%	144
2022 Q1	$518K	Buy	4,618 +2,423	+110%	+$270K	0.09%	111
2021 Q4	$246K	Sell	2,195 -24	-1%	-$2.61K	0.04%	165
2021 Q3	$229K	Sell	2,219 -333	-13%	-$35.2K	0.04%	163
2021 Q2	$267K	Hold	2,552	–	–	0.05%	147
2021 Q1	$258K	Sell	2,552 -670	-21%	-$64.6K	0.06%	135
2020 Q4	$295K	Buy	3,222 +24	+0.8%	+$2.08K	0.07%	117
2020 Q3	$259K	Sell	3,198 -1,047	-25%	-$85.8K	0.07%	118
2020 Q2	$334K	Hold	4,245	–	–	0.09%	99
2020 Q1	$300K	Sell	4,245 -285	-6%	-$24.5K	0.1%	96
2019 Q4	$425K	Sell	4,530 -112	-2%	-$10.2K	0.12%	77
2019 Q3	$412K	Hold	4,642	–	–	0.13%	72
2019 Q2	$406K	Sell	4,642 -65	-1%	-$5.62K	0.12%	73
2019 Q1	$403K	Hold	4,707	–	–	0.13%	70
2018 Q4	$367K	Sell	4,707 -185	-4%	-$15.4K	0.13%	72
2018 Q3	$426K	Hold	4,892	–	–	0.13%	70
2018 Q2	$406K	Hold	4,892	–	–	0.13%	64
2018 Q1	$404K	Sell	4,892 -369	-7%	-$31.7K	0.13%	64
2017 Q4	$450K	Buy	5,261 +912	+21%	+$76.3K	0.15%	66
2017 Q3	$353K	Buy	4,349 +524	+14%	+$41.6K	0.12%	84
2017 Q2	$298K	Hold	3,825	–	–	0.11%	92
2017 Q1	$297K	Sell	3,825 -1,075	-22%	-$83K	0.12%	87
2016 Q4	$371K	Hold	4,900	–	–	0.17%	74
2016 Q3	$353K	Sell	4,900 -192	-4%	-$13.9K	0.16%	75
2016 Q2	$363K	Hold	5,092	–	–	0.18%	78
2016 Q1	$352K	Sell	5,092 -1,400	-22%	-$91.7K	0.18%	75
2015 Q4	$433K	Buy	6,492 +192	+3%	+$12.9K	0.21%	65
2015 Q3	$395K	Hold	6,300	–	–	0.21%	68
2015 Q2	$424K	Hold	6,300	–	–	0.23%	65
2015 Q1	$430K	Hold	6,300	–	–	0.25%	51
2014 Q4	$433K	Buy	+6,300	New	+$427K	0.25%	56

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

Wealth Architects's VYM Position: Q1 2026 in Review

Wealth Architects reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.1% in Q1 2026, selling an estimated $14.9K and leaving 2,338 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #167.

Wealth Architects first reported a position in VYM in Q4 2014 and has held it in 46 quarters since. The position peaked at $518K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Wealth Architects held 2,338 shares of Vanguard High Dividend Yield ETF worth $346K as of Q1 2026.
Wealth Architects sold 99 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $14.9K.
Vanguard High Dividend Yield ETF made up 0.03% of Wealth Architects's portfolio in Q1 2026, its #167 holding.
Wealth Architects first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 46 quarters since.
Wealth Architects's Vanguard High Dividend Yield ETF position peaked at $518K in Q1 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.