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

Wealth Preservation Advisors’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 		$428K Hold
2,888
– – 0.36% 33
2025
Q4 		$414K Hold
2,888
– – 0.21% 50
2025
Q3 		$407K Hold
2,888
– – 0.24% 48
2025
Q2 		$385K Sell
2,888
-15
-0.5% -$1.9K 0.24% 57
2025
Q1 		$374K Buy
+2,903
New +$380K 0.27% 53

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 Preservation Advisors's VYM Position: Q1 2026 in Review

Wealth Preservation Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,888 shares worth $428K. The position accounts for 0.36% of the portfolio, ranked #33.

Wealth Preservation Advisors first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wealth Preservation Advisors held 2,888 shares of Vanguard High Dividend Yield ETF worth $428K as of Q1 2026.
  • Wealth Preservation Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.36% of Wealth Preservation Advisors's portfolio in Q1 2026, its #33 holding.
  • Wealth Preservation Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.