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

Wealth Management Strategies’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 		$371K Buy
2,503
+2
+0.1% +$301 0.17% 29
2025
Q4 		$359K Sell
2,501
-20
-0.8% -$2.84K 0.17% 30
2025
Q3 		$355K Buy
+2,521
New +$346K 0.18% 29
2025
Q1 		$381K Sell
2,952
-3
-0.1% -$393 0.25% 24
2024
Q4 		$3.77K Buy
+2,955
New +$385K 0.29% 24

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 Strategies's VYM Position: Q1 2026 in Review

Wealth Management Strategies increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q1 2026, buying an estimated $301 and bringing the position to 2,503 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #29.

Wealth Management Strategies first reported a position in VYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $381K in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wealth Management Strategies held 2,503 shares of Vanguard High Dividend Yield ETF worth $371K as of Q1 2026.
  • Wealth Management Strategies bought 2 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $301.
  • Vanguard High Dividend Yield ETF made up 0.17% of Wealth Management Strategies's portfolio in Q1 2026, its #29 holding.
  • Wealth Management Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Vanguard High Dividend Yield ETF position peaked at $381K in Q1 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.