Wellington Management Group
VYM icon

Wellington Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wellington Management Group’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 		$22.1M Buy
149,535
+113,770
+318% +$17.1M ﹤0.01% 964
2025
Q4 		$5.13M Sell
35,765
-560,972
-94% -$79.8M ﹤0.01% 1411
2025
Q3 		$84.1M Buy
596,737
+496,110
+493% +$68.2M 0.01% 596
2025
Q2 		$13.4M Sell
100,627
-52,646
-34% -$6.67M ﹤0.01% 1114
2025
Q1 		$19.8M Buy
153,273
+35,145
+30% +$4.6M ﹤0.01% 950
2024
Q4 		$15.1M Sell
118,128
-105,878
-47% -$13.8M ﹤0.01% 1065
2024
Q3 		$28.7M Buy
224,006
+35,989
+19% +$4.44M 0.01% 858
2024
Q2 		$22.3M Buy
188,017
+20,736
+12% +$2.46M ﹤0.01% 923
2024
Q1 		$20.2M Buy
167,281
+35,886
+27% +$4.11M ﹤0.01% 944
2023
Q4 		$14.7M Sell
131,395
-77,071
-37% -$8.1M ﹤0.01% 1016
2023
Q3 		$21.5M Buy
208,466
+102,062
+96% +$11M ﹤0.01% 920
2023
Q2 		$11.3M Sell
106,404
-147,620
-58% -$15.5M ﹤0.01% 1074
2023
Q1 		$26.8M Buy
254,024
+98,972
+64% +$10.6M 0.01% 860
2022
Q4 		$16.8M Buy
155,052
+145,548
+1,531% +$15.5M ﹤0.01% 957
2022
Q3 		$902K Sell
9,504
-151,591
-94% -$15.8M ﹤0.01% 1676
2022
Q2 		$16.4M Buy
161,095
+105,156
+188% +$11.4M ﹤0.01% 995
2022
Q1 		$6.28M Sell
55,939
-74,047
-57% -$8.26M ﹤0.01% 1330
2021
Q4 		$14.6M Buy
129,986
+53,761
+71% +$5.85M ﹤0.01% 1155
2021
Q3 		$7.88M Sell
76,225
-93,623
-55% -$9.9M ﹤0.01% 1359
2021
Q2 		$17.8M Buy
169,848
+50,379
+42% +$5.29M ﹤0.01% 1119
2021
Q1 		$12.1M Sell
119,469
-27,968
-19% -$2.7M ﹤0.01% 1191
2020
Q4 		$13.5M Buy
147,437
+74,771
+103% +$6.5M ﹤0.01% 1112
2020
Q3 		$5.88M Sell
72,666
-170,375
-70% -$14M ﹤0.01% 1232
2020
Q2 		$19.1M Sell
243,041
-123,646
-34% -$9.61M ﹤0.01% 935
2020
Q1 		$25.9M Sell
366,687
-182,094
-33% -$15.6M 0.01% 810
2019
Q4 		$51.4M Sell
548,781
-160,532
-23% -$14.6M 0.01% 742
2019
Q3 		$62.9M Buy
709,313
+305,347
+76% +$26.7M 0.01% 667
2019
Q2 		$35.3M Sell
403,966
-62,013
-13% -$5.36M 0.01% 860
2019
Q1 		$39.9M Buy
465,979
+87,557
+23% +$7.31M 0.01% 819
2018
Q4 		$29.5M Sell
378,422
-32,770
-8% -$2.73M 0.01% 879
2018
Q3 		$35.8M Sell
411,192
-90,714
-18% -$7.85M 0.01% 910
2018
Q2 		$41.7M Buy
501,906
+112,399
+29% +$9.41M 0.01% 854
2018
Q1 		$32.1M Sell
389,507
-35,806
-8% -$3.08M 0.01% 910
2017
Q4 		$36.4M Sell
425,313
-70,173
-14% -$5.87M 0.01% 878
2017
Q3 		$40.2M Buy
495,486
+227,924
+85% +$18.1M 0.01% 821
2017
Q2 		$20.9M Hold
267,562
– – ﹤0.01% 1012
2017
Q1 		$20.8M Buy
267,562
+30,938
+13% +$2.39M 0.01% 1016
2016
Q4 		$17.9M Buy
236,624
+30,343
+15% +$2.23M ﹤0.01% 1041
2016
Q3 		$14.9M Hold
206,281
– – ﹤0.01% 1061
2016
Q2 		$14.7M Hold
206,281
– – ﹤0.01% 1044
2016
Q1 		$14.2M Buy
+206,281
New +$13.5M ﹤0.01% 1036

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Management Group's VYM Position: Q1 2026 in Review

Wellington Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 318% in Q1 2026, buying an estimated $17.1M and bringing the position to 149,535 shares worth $22.1M. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Wellington Management Group first reported a position in VYM in Q1 2016 and has held it in 41 quarters since. The position peaked at $84.1M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wellington Management Group held 149,535 shares of Vanguard High Dividend Yield ETF worth $22.1M as of Q1 2026.
  • Wellington Management Group bought 113,770 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $17.1M.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #964 holding.
  • Wellington Management Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 41 quarters since.
  • Wellington Management Group's Vanguard High Dividend Yield ETF position peaked at $84.1M in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.