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

WealthSpring 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	$900K	Sell	5,695 -804	-12%	-$126K	0.77%	28
2026 Q1	$962K	Buy	6,499 +3	+0%	+$451	0.88%	26
2025 Q4	$932K	Buy	+6,496	New	+$924K	0.96%	24
2023 Q3	$962K	Buy	9,308 +150	+2%	+$16.1K	0.72%	22
2023 Q2	$971K	Sell	9,158 -716	-7%	-$75.1K	0.7%	23
2023 Q1	$1.04M	Buy	9,874 +290	+3%	+$31.2K	0.81%	19
2022 Q4	$1.04M	Buy	9,584 +1,086	+13%	+$116K	0.81%	20
2022 Q3	$806K	Buy	+8,498	New	+$884K	0.71%	21

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

WealthSpring Partners's VYM Position: Q2 2026 in Review

WealthSpring Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $126K and leaving 5,695 shares worth $900K. The position accounts for 0.77% of the portfolio, ranked #28.

WealthSpring Partners first reported a position in VYM in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WealthSpring Partners held 5,695 shares of Vanguard High Dividend Yield ETF worth $900K as of Q2 2026.
WealthSpring Partners sold 804 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $126K.
Vanguard High Dividend Yield ETF made up 0.77% of WealthSpring Partners's portfolio in Q2 2026, its #28 holding.
WealthSpring Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's Vanguard High Dividend Yield ETF position peaked at $1.04M in Q1 2023.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.