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 Q2	$4.44M	Sell	28,105 -408	-1%	-$63.8K	1.05%	24
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Management Partners's VYM Position: Q2 2026 in Review

Wealth Management Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, selling an estimated $63.8K and leaving 28,105 shares worth $4.44M. The position accounts for 1.05% of the portfolio, ranked #24.

Wealth Management Partners first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.02M in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealth Management Partners held 28,105 shares of Vanguard High Dividend Yield ETF worth $4.44M as of Q2 2026.
Wealth Management Partners sold 408 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $63.8K.
Vanguard High Dividend Yield ETF made up 1.05% of Wealth Management Partners's portfolio in Q2 2026, its #24 holding.
Wealth Management Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's Vanguard High Dividend Yield ETF position peaked at $5.02M in Q1 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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