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Wells Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wells Financial Advisors’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 		$460K Sell
3,105
-19,487
-86% -$2.93M 2.09% 17
2025
Q4 		$3.24M Sell
22,592
-4,200
-16% -$597K 6.16% 5
2025
Q3 		$3.78M Sell
26,792
-100
-0.4% -$13.7K 5.05% 5
2025
Q2 		$3.58M Sell
26,892
-332
-1% -$42.1K 4.93% 5
2025
Q1 		$3.51M Sell
27,224
-131
-0.5% -$17.1K 4.84% 5
2024
Q4 		$3.49M Buy
27,355
+1,014
+4% +$132K 4.76% 5
2024
Q3 		$3.38M Sell
26,341
-20,214
-43% -$2.5M 4.56% 4
2024
Q2 		$5.52M Sell
46,555
-2,782
-6% -$330K 3.63% 13
2024
Q1 		$5.97M Sell
49,337
-466
-0.9% -$53.4K 4.07% 11
2023
Q4 		$5.56M Sell
49,803
-881
-2% -$92.6K 4.04% 11
2023
Q3 		$5.24M Buy
50,684
+111
+0.2% +$11.9K 4.07% 10
2023
Q2 		$5.36M Sell
50,573
-7,123
-12% -$747K 4.05% 11
2023
Q1 		$6.09M Buy
57,696
+347
+0.6% +$37.3K 4.85% 8
2022
Q4 		$6.21M Buy
57,349
+29,272
+104% +$3.11M 5.14% 7
2022
Q3 		$2.66M Sell
28,077
-1,505
-5% -$157K 2.58% 13
2022
Q2 		$3.01M Buy
29,582
+1,040
+4% +$113K 2.72% 13
2022
Q1 		$3.2M Buy
28,542
+1,140
+4% +$127K 2.67% 14
2021
Q4 		$3.07M Buy
27,402
+610
+2% +$66.4K 2.45% 14
2021
Q3 		$2.77M Buy
26,792
+580
+2% +$61.3K 2.34% 12
2021
Q2 		$2.75M Hold
26,212
– – 2.32% 12
2021
Q1 		$2.65M Sell
26,212
-70
-0.3% -$6.75K 2.38% 13
2020
Q4 		$2.4M Buy
+26,282
New +$2.28M 2.06% 13

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

Wells Financial Advisors's VYM Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 86% in Q1 2026, selling an estimated $2.93M and leaving 3,105 shares worth $460K. The position accounts for 2.09% of the portfolio, ranked #17.

Wells Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.21M in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Wells Financial Advisors held 3,105 shares of Vanguard High Dividend Yield ETF worth $460K as of Q1 2026.
  • Wells Financial Advisors sold 19,487 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.93M.
  • Vanguard High Dividend Yield ETF made up 2.09% of Wells Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Wells Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Wells Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $6.21M in Q4 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.