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

Wealth Effects’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 		$571K Hold
3,858
– – 0.2% 100
2025
Q4 		$554K Buy
3,858
+10
+0.3% +$1.42K 0.17% 102
2025
Q3 		$542K Sell
3,848
-15
-0.4% -$2.06K 0.17% 106
2025
Q2 		$515K Sell
3,863
-508
-12% -$64.4K 0.19% 98
2025
Q1 		$564K Buy
4,371
+370
+9% +$48.4K 0.24% 85
2024
Q4 		$510K Sell
4,001
-203
-5% -$26.5K 0.18% 109
2024
Q3 		$539K Buy
4,204
+168
+4% +$20.7K 0.19% 101
2024
Q2 		$479K Buy
4,036
+415
+11% +$49.2K 0.17% 108
2024
Q1 		$438K Buy
3,621
+221
+7% +$25.3K 0.16% 119
2023
Q4 		$380K Buy
3,400
+298
+10% +$31.3K 0.14% 135
2023
Q3 		$320K Buy
3,102
+135
+5% +$14.5K 0.16% 126
2023
Q2 		$315K Buy
2,967
+512
+21% +$53.7K 0.14% 130
2023
Q1 		$259K Buy
+2,455
New +$264K 0.13% 149

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 Effects's VYM Position: Q1 2026 in Review

Wealth Effects held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 3,858 shares worth $571K. The position accounts for 0.2% of the portfolio, ranked #100.

Wealth Effects first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wealth Effects held 3,858 shares of Vanguard High Dividend Yield ETF worth $571K as of Q1 2026.
  • Wealth Effects left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.2% of Wealth Effects's portfolio in Q1 2026, its #100 holding.
  • Wealth Effects first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.