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

Wealth Management 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
2026
Q1 		$4.22M Sell
28,513
-275
-1% -$41.3K 1.21% 17
2025
Q4 		$4.13M Sell
28,788
-1,168
-4% -$166K 1.18% 17
2025
Q3 		$4.22M Sell
29,956
-456
-1% -$62.7K 1.34% 14
2025
Q2 		$4.1M Buy
30,412
+113
+0.4% +$14.3K 1.45% 12
2025
Q1 		$3.91M Sell
30,299
-593
-2% -$77.6K 1.81% 12
2024
Q4 		$3.94M Sell
30,892
-1,721
-5% -$224K 1.7% 12
2024
Q3 		$4.18M Sell
32,613
-1,315
-4% -$162K 1.94% 11
2024
Q2 		$4.02M Sell
33,928
-853
-2% -$101K 1.96% 11
2024
Q1 		$4.21M Sell
34,781
-3,378
-9% -$387K 2.14% 11
2023
Q4 		$4.26M Sell
38,159
-451
-1% -$47.4K 2.38% 11
2023
Q3 		$3.99M Buy
38,610
+1,196
+3% +$128K 2.49% 10
2023
Q2 		$3.97M Sell
37,414
-1,940
-5% -$203K 2.49% 10
2023
Q1 		$4.15M Sell
39,354
-2,646
-6% -$285K 2.9% 10
2022
Q4 		$4.51M Buy
42,000
+1,000
+2% +$106K 3.76% 7
2022
Q3 		$3.99M Buy
41,000
+1,000
+3% +$104K 3.51% 7
2022
Q2 		$4.33M Sell
40,000
-5,000
-11% -$542K 3.79% 7
2022
Q1 		$5.02M Buy
45,000
+1,000
+2% +$112K 3.58% 8
2021
Q4 		$4.98M Sell
44,000
-645
-1% -$70.2K 3.42% 9
2021
Q3 		$4.61M Buy
44,645
+81
+0.2% +$8.56K 3.42% 8
2021
Q2 		$4.67M Buy
44,564
+7,039
+19% +$739K 3.25% 9
2021
Q1 		$3.83M Sell
37,525
-2,649
-7% -$256K 2.86% 9
2020
Q4 		$3.78M Buy
+40,174
New +$3.49M 2.96% 9

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 Management Partners's VYM Position: Q1 2026 in Review

Wealth Management Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.96% in Q1 2026, selling an estimated $41.3K and leaving 28,513 shares worth $4.22M. The position accounts for 1.21% of the portfolio, ranked #17.

Wealth Management Partners first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.02M in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wealth Management Partners held 28,513 shares of Vanguard High Dividend Yield ETF worth $4.22M as of Q1 2026.
  • Wealth Management Partners sold 275 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $41.3K.
  • Vanguard High Dividend Yield ETF made up 1.21% of Wealth Management Partners's portfolio in Q1 2026, its #17 holding.
  • Wealth Management Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's Vanguard High Dividend Yield ETF position peaked at $5.02M in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.