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

Wealth Dimensions Group’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 		$24.6M Buy
155,902
+705
+0.5% +$110K 4.41% 7
2026
Q1 		$23M Buy
155,197
+1,272
+0.8% +$191K 4.52% 6
2025
Q4 		$22.1M Buy
153,925
+3,439
+2% +$489K 4.38% 7
2025
Q3 		$21.2M Buy
150,486
+3,798
+3% +$522K 4.36% 7
2025
Q2 		$19.6M Buy
146,688
+3,000
+2% +$380K 4.31% 7
2025
Q1 		$18.5M Buy
143,688
+3,472
+2% +$455K 4.42% 7
2024
Q4 		$17.9M Buy
140,216
+3,106
+2% +$405K 4.38% 8
2024
Q3 		$17.6M Buy
137,110
+5,548
+4% +$685K 4.45% 8
2024
Q2 		$15.6M Buy
131,562
+2,194
+2% +$260K 4.45% 8
2024
Q1 		$15.7M Buy
129,368
+462
+0.4% +$52.9K 4.62% 8
2023
Q4 		$14.4M Buy
128,906
+25,385
+25% +$2.67M 4.56% 8
2023
Q3 		$10.7M Buy
103,521
+7,469
+8% +$801K 3.88% 9
2023
Q2 		$10.2M Buy
96,052
+10,394
+12% +$1.09M 3.71% 8
2023
Q1 		$9.04M Buy
85,658
+6,033
+8% +$649K 3.5% 8
2022
Q4 		$8.62M Buy
79,625
+5,928
+8% +$631K 3.52% 8
2022
Q3 		$6.99M Buy
73,697
+11,713
+19% +$1.22M 3.46% 9
2022
Q2 		$6.3M Buy
61,984
+45,209
+270% +$4.9M 2.99% 9
2022
Q1 		$1.88M Buy
16,775
+318
+2% +$35.5K 0.87% 21
2021
Q4 		$1.84M Sell
16,457
-12
-0.1% -$1.31K 0.9% 22
2021
Q3 		$1.7M Buy
16,469
+1,631
+11% +$172K 1.09% 20
2021
Q2 		$1.55M Buy
14,838
+18
+0.1% +$1.89K 1.05% 21
2021
Q1 		$1.5M Sell
14,820
-219
-1% -$21.1K 1.16% 19
2020
Q4 		$1.38M Buy
+15,039
New +$1.31M 1.19% 17

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Dimensions Group's VYM Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.45% in Q2 2026, buying an estimated $110K and bringing the position to 155,902 shares worth $24.6M. The position accounts for 4.41% of the portfolio, ranked #7.

Wealth Dimensions Group first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealth Dimensions Group held 155,902 shares of Vanguard High Dividend Yield ETF worth $24.6M as of Q2 2026.
  • Wealth Dimensions Group bought 705 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $110K.
  • Vanguard High Dividend Yield ETF made up 4.41% of Wealth Dimensions Group's portfolio in Q2 2026, its #7 holding.
  • Wealth Dimensions Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.