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

Wealthspan 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 		$7.71M Buy
48,769
+1,226
+3% +$192K 2.43% 9
2026
Q1 		$7.04M Buy
47,543
+2,005
+4% +$301K 2.48% 9
2025
Q4 		$6.54M Sell
45,538
-149
-0.3% -$21.2K 2.37% 11
2025
Q3 		$6.44M Buy
45,687
+370
+0.8% +$50.8K 2.46% 9
2025
Q2 		$6.04M Buy
45,317
+1,381
+3% +$175K 2.5% 9
2025
Q1 		$5.67M Buy
43,936
+2,332
+6% +$305K 2.62% 8
2024
Q4 		$5.31M Buy
41,604
+2,851
+7% +$372K 2.54% 7
2024
Q3 		$4.97M Buy
38,753
+1,463
+4% +$181K 2.45% 9
2024
Q2 		$4.42M Buy
37,290
+2,719
+8% +$322K 2.44% 9
2024
Q1 		$4.18M Buy
34,571
+211
+0.6% +$24.2K 2.46% 9
2023
Q4 		$3.84M Sell
34,360
-1,195
-3% -$126K 2.69% 10
2023
Q3 		$3.67M Sell
35,555
-5
-0% -$536 2.9% 11
2023
Q2 		$3.77M Buy
35,560
+323
+0.9% +$33.9K 2.98% 10
2023
Q1 		$3.72M Buy
35,237
+1,963
+6% +$211K 3.18% 8
2022
Q4 		$3.6M Buy
33,274
+9,692
+41% +$1.03M 3.28% 7
2022
Q3 		$2.24M Buy
23,582
+10,941
+87% +$1.14M 2.32% 12
2022
Q2 		$1.29M Buy
12,641
+7,886
+166% +$855K 1.33% 15
2022
Q1 		$534K Buy
4,755
+133
+3% +$14.8K 0.48% 37
2021
Q4 		$518K Buy
+4,622
New +$503K 0.46% 41

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

Wealthspan Partners's VYM Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q2 2026, buying an estimated $192K and bringing the position to 48,769 shares worth $7.71M. The position accounts for 2.43% of the portfolio, ranked #9.

Wealthspan Partners first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealthspan Partners held 48,769 shares of Vanguard High Dividend Yield ETF worth $7.71M as of Q2 2026.
  • Wealthspan Partners bought 1,226 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $192K.
  • Vanguard High Dividend Yield ETF made up 2.43% of Wealthspan Partners's portfolio in Q2 2026, its #9 holding.
  • Wealthspan Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.