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WealthBridge Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WealthBridge Capital Management’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 		$9.08M Sell
57,489
-167
-0.3% -$26.1K 1.81% 12
2026
Q1 		$8.54M Buy
57,656
+1,032
+2% +$155K 1.97% 11
2025
Q4 		$8.13M Sell
56,624
-1,319
-2% -$188K 1.85% 13
2025
Q3 		$8.17M Buy
57,943
+1,918
+3% +$264K 1.92% 11
2025
Q2 		$7.47M Buy
56,025
+410
+0.7% +$51.9K 1.89% 11
2025
Q1 		$7.17M Buy
55,615
+375
+0.7% +$49.1K 2.03% 9
2024
Q4 		$7.05M Buy
55,240
+1,079
+2% +$141K 1.96% 10
2024
Q3 		$6.94M Buy
54,161
+1,650
+3% +$204K 1.98% 9
2024
Q2 		$6.23M Buy
52,511
+1,428
+3% +$169K 2.05% 10
2024
Q1 		$6.18M Buy
51,083
+1,931
+4% +$221K 2.08% 10
2023
Q4 		$5.49M Sell
49,152
-71
-0.1% -$7.46K 2.06% 10
2023
Q3 		$5.09M Buy
49,223
+2,032
+4% +$218K 2.1% 9
2023
Q2 		$5.01M Buy
47,191
+414
+0.9% +$43.4K 2% 9
2023
Q1 		$4.93M Buy
46,777
+1,098
+2% +$118K 1.97% 9
2022
Q4 		$4.94M Buy
45,679
+2,891
+7% +$308K 2.07% 8
2022
Q3 		$4.35M Hold
42,788
– – 1.86% 9
2022
Q2 		$4.35M Buy
42,788
+3,772
+10% +$409K 1.86% 9
2022
Q1 		$4.38M Buy
39,016
+791
+2% +$88.2K 1.64% 12
2021
Q4 		$4.29M Buy
38,225
+407
+1% +$44.3K 1.6% 17
2021
Q3 		$3.91M Buy
37,818
+230
+0.6% +$24.3K 1.46% 19
2021
Q2 		$3.94M Buy
37,588
+1,620
+5% +$170K 1.43% 18
2021
Q1 		$3.64M Buy
35,968
+415
+1% +$40K 1.48% 18
2020
Q4 		$3.25M Buy
35,553
+211
+0.6% +$18.3K 1.42% 19
2020
Q3 		$2.86M Sell
35,342
-1,024
-3% -$83.9K 1.47% 19
2020
Q2 		$2.87M Sell
36,366
-4,037
-10% -$314K 1.62% 18
2020
Q1 		$2.86M Buy
40,403
+4,061
+11% +$349K 1.98% 11
2019
Q4 		$3.41M Buy
36,342
+1,227
+3% +$111K 2.21% 10
2019
Q3 		$3.12M Buy
35,115
+2,991
+9% +$262K 2.24% 10
2019
Q2 		$2.5M Sell
32,124
-1,941
-6% -$168K 2.29% 10
2019
Q1 		$2.92M Buy
34,065
+1,941
+6% +$162K 1.86% 10
2018
Q4 		$2.5M Buy
+32,124
New +$2.68M 1.9% 10

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthBridge Capital Management's VYM Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.29% in Q2 2026, selling an estimated $26.1K and leaving 57,489 shares worth $9.08M. The position accounts for 1.81% of the portfolio, ranked #12.

WealthBridge Capital Management first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • WealthBridge Capital Management held 57,489 shares of Vanguard High Dividend Yield ETF worth $9.08M as of Q2 2026.
  • WealthBridge Capital Management sold 167 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard High Dividend Yield ETF made up 1.81% of WealthBridge Capital Management's portfolio in Q2 2026, its #12 holding.
  • WealthBridge Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.