Wescott Financial Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wescott Financial Advisory 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	$362K	Sell	2,444 -667	-21%	-$100K	0.03%	143
2025 Q4	$447K	Buy	3,111 +3	+0.1%	+$427	0.04%	133
2025 Q3	$438K	Sell	3,108 -168	-5%	-$23.1K	0.04%	127
2025 Q2	$437K	Buy	3,276 +3	+0.1%	+$380	0.04%	127
2025 Q1	$422K	Sell	3,273 -191	-6%	-$25K	0.04%	121
2024 Q4	$442K	Buy	3,464 +3	+0.1%	+$391	0.05%	121
2024 Q3	$444K	Sell	3,461 -1,629	-32%	-$201K	0.05%	123
2024 Q2	$604K	Buy	5,090 +5	+0.1%	+$593	0.07%	104
2024 Q1	$615K	Buy	5,085 +4	+0.1%	+$458	0.08%	100
2023 Q4	$567K	Sell	5,081 -1,140	-18%	-$120K	0.08%	94
2023 Q3	$643K	Sell	6,221 -300	-5%	-$32.2K	0.12%	84
2023 Q2	$692K	Buy	6,521 +851	+15%	+$89.3K	0.12%	81
2023 Q1	$598K	Sell	5,670 -192	-3%	-$20.6K	0.13%	80
2022 Q4	$634K	Buy	5,862 +211	+4%	+$22.5K	0.14%	78
2022 Q3	$536K	Buy	5,651 +9	+0.2%	+$936	0.15%	81
2022 Q2	$574K	Sell	5,642 -1,189	-17%	-$129K	0.16%	76
2022 Q1	$767K	Buy	+6,831	New	+$762K	0.2%	65

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

Wescott Financial Advisory Group's VYM Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q1 2026, selling an estimated $100K and leaving 2,444 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #143.

Wescott Financial Advisory Group first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $767K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Wescott Financial Advisory Group held 2,444 shares of Vanguard High Dividend Yield ETF worth $362K as of Q1 2026.
Wescott Financial Advisory Group sold 667 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $100K.
Vanguard High Dividend Yield ETF made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #143 holding.
Wescott Financial Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard High Dividend Yield ETF position peaked at $767K in Q1 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.