Wealthspire Advisors (New York)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthspire Advisors (New York)’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	$22.7M	Buy	143,339 +6,391	+5%	+$999K	0.12%	112
2026 Q1	$20.3M	Buy	136,948 +4,862	+4%	+$731K	0.16%	74
2025 Q4	$19M	Sell	132,086 -147,336	-53%	-$21M	0.15%	78
2025 Q3	$39.4M	Buy	279,422 +8,444	+3%	+$1.16M	0.21%	54
2025 Q2	$36.1M	Sell	270,978 -2,412	-0.9%	-$306K	0.2%	54
2025 Q1	$35.3M	Buy	273,390 +131,530	+93%	+$17.2M	0.21%	56
2024 Q4	$18.1M	Sell	141,860 -1,679	-1%	-$219K	0.18%	67
2024 Q3	$18.4M	Buy	143,539 +1,071	+0.8%	+$132K	0.19%	65
2024 Q2	$16.9M	Sell	142,468 -8,618	-6%	-$1.02M	0.22%	51
2024 Q1	$18.3M	Buy	151,086 +5,721	+4%	+$655K	0.24%	50
2023 Q4	$16.2M	Sell	145,365 -1,860	-1%	-$195K	0.23%	52
2023 Q3	$15.2M	Buy	147,225 +62,996	+75%	+$6.76M	0.25%	49
2023 Q2	$8.93M	Buy	84,229 +2,438	+3%	+$256K	0.15%	72
2023 Q1	$8.63M	Buy	81,791 +12,648	+18%	+$1.36M	0.15%	73
2022 Q4	$7.48M	Sell	69,143 -12,052	-15%	-$1.28M	0.14%	81
2022 Q3	$7.7M	Buy	81,195 +2,704	+3%	+$281K	0.16%	78
2022 Q2	$7.98M	Buy	78,491 +67,511	+615%	+$7.32M	0.17%	67
2022 Q1	$1.23M	Sell	10,980 -11,008	-50%	-$1.23M	0.03%	169
2021 Q4	$2.46M	Sell	21,988 -35,740	-62%	-$3.89M	0.05%	126
2021 Q3	$5.97M	Buy	57,728 +36,754	+175%	+$3.89M	0.12%	85
2021 Q2	$2.2M	Buy	20,974 +11,914	+132%	+$1.25M	0.06%	103
2021 Q1	$916K	Buy	9,060 +949	+12%	+$91.5K	0.02%	279
2020 Q4	$742K	Buy	+8,111	New	+$705K	0.02%	247
2020 Q2	–	Sell	-26,916	Closed	-$1.9M	–	530
2020 Q1	$1.9M	Buy	+26,916	New	+$2.31M	0.08%	128

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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s VYM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.7% in Q2 2026, buying an estimated $999K and bringing the position to 143,339 shares worth $22.7M. The position accounts for 0.12% of the portfolio, ranked #112.

Wealthspire Advisors (New York) first reported a position in VYM in Q1 2020 and has held it in 24 quarters since. The position peaked at $39.4M in Q3 2025. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealthspire Advisors (New York) held 143,339 shares of Vanguard High Dividend Yield ETF worth $22.7M as of Q2 2026.
Wealthspire Advisors (New York) bought 6,391 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $999K.
Vanguard High Dividend Yield ETF made up 0.12% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #112 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Vanguard High Dividend Yield ETF position peaked at $39.4M in Q3 2025.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.