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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s VYM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q1 2026, buying an estimated $731K and bringing the position to 136,948 shares worth $20.3M. The position accounts for 0.16% of the portfolio, ranked #74.

Wealthspire Advisors (New York) first reported a position in VYM in Q1 2020 and has held it in 23 quarters since. The position peaked at $39.4M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Wealthspire Advisors (New York) held 136,948 shares of Vanguard High Dividend Yield ETF worth $20.3M as of Q1 2026.
Wealthspire Advisors (New York) bought 4,862 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $731K.
Vanguard High Dividend Yield ETF made up 0.16% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #74 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s Vanguard High Dividend Yield ETF position peaked at $39.4M in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.