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

Wellspring 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
Q2 		$71.5M Sell
452,638
-648
-0.1% -$101K 4.71% 4
2026
Q1 		$67.1M Sell
453,286
-2,525,217
-85% -$380M 5.03% 4
2025
Q4 		$77.2M Buy
2,978,503
+70,074
+2% +$9.97M 6.11% 4
2025
Q3 		$73.8M Buy
2,908,429
+120,521
+4% +$16.6M 6.78% 4
2025
Q2 		$64M Buy
2,787,908
+15,677
+0.6% +$1.99M 6.43% 2
2025
Q1 		$61.2M Sell
2,772,231
-196,753
-7% -$25.8M 6.81% 2
2024
Q4 		$60.9M Buy
2,968,984
+672,757
+29% +$87.7M 6.36% 3
2024
Q3 		$45.7M Buy
2,296,227
+185,309
+9% +$22.9M 5.45% 4
2024
Q2 		$41.2M Buy
2,110,918
+8,802
+0.4% +$1.04M 5.6% 3
2024
Q1 		$40.9M Buy
2,102,116
+248,559
+13% +$28.5M 6.47% 3
2023
Q4 		$10.1M Buy
1,853,557
+9,623
+0.5% +$1.01M 2.53% 12
2023
Q3 		$8.53M Sell
1,843,934
-33
-0% -$3.54K 2.5% 11
2023
Q2 		$8.72M Sell
1,843,967
-8,661
-0.5% -$908K 2.47% 11
2023
Q1 		$9.59M Sell
1,852,628
-818
-0% -$88K 2.85% 10
2022
Q4 		$9.88M Buy
1,853,446
+2,741
+0.1% +$292K 3.29% 9
2022
Q3 		$8.63M Buy
1,850,705
+549
+0% +$57.1K 3.19% 8
2022
Q2 		$9.06M Sell
1,850,156
-7,572
-0.4% -$821K 3.16% 8
2022
Q1 		$10.7M Buy
1,857,728
+1,766,514
+1,937% +$197M 3.14% 9
2021
Q4 		$10.2M Buy
91,214
+1,326
+1% +$144K 2.85% 11
2021
Q3 		$9.29M Buy
89,888
+18,599
+26% +$1.97M 2.8% 10
2021
Q2 		$7.48M Buy
71,289
+40,743
+133% +$4.28M 2.35% 15
2021
Q1 		$2.17M Sell
30,546
-9,260
-23% -$893K 1.05% 19
2020
Q4 		$3.65M Buy
39,806
+1,262
+3% +$110K 1.27% 20
2020
Q3 		$3.13M Sell
38,544
-331
-0.9% -$27.1K 1.23% 18
2020
Q2 		$3.07M Buy
38,875
+8,329
+27% +$648K 1.27% 18
2020
Q1 		$2.17M Buy
+30,546
New +$2.62M 1.05% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wellspring Financial Advisors's VYM Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.14% in Q2 2026, selling an estimated $101K and leaving 452,638 shares worth $71.5M. The position accounts for 4.71% of the portfolio, ranked #4.

Wellspring Financial Advisors first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $77.2M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wellspring Financial Advisors held 452,638 shares of Vanguard High Dividend Yield ETF worth $71.5M as of Q2 2026.
  • Wellspring Financial Advisors sold 648 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $101K.
  • Vanguard High Dividend Yield ETF made up 4.71% of Wellspring Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $77.2M in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.