Wealthcare Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthcare Capital 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	$9.63M	Buy	60,963 +3,128	+5%	+$489K	3.98%	4
2026 Q1	$8.57M	Buy	57,835 +8,313	+17%	+$1.25M	4.01%	4
2025 Q4	$7.11M	Buy	49,522 +7,906	+19%	+$1.12M	3.33%	4
2025 Q3	$5.87M	Buy	41,616 +14,117	+51%	+$1.94M	2.7%	6
2025 Q2	$3.67M	Buy	27,499 +8,191	+42%	+$1.04M	1.84%	7
2025 Q1	$2.49M	Buy	19,308 +3,251	+20%	+$426K	1.28%	13
2024 Q4	$2.05M	Buy	+16,057	New	+$2.09M	1.07%	18

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

Wealthcare Capital Partners's VYM Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.4% in Q2 2026, buying an estimated $489K and bringing the position to 60,963 shares worth $9.63M. The position accounts for 3.98% of the portfolio, ranked #4.

Wealthcare Capital Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealthcare Capital Partners held 60,963 shares of Vanguard High Dividend Yield ETF worth $9.63M as of Q2 2026.
Wealthcare Capital Partners bought 3,128 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $489K.
Vanguard High Dividend Yield ETF made up 3.98% of Wealthcare Capital Partners's portfolio in Q2 2026, its #4 holding.
Wealthcare Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.