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West Branch Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

West Branch Capital’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 		$265K Sell
1,677
-105
-6% -$16.4K 0.06% 72
2026
Q1 		$264K Sell
1,782
-91
-5% -$13.7K 0.07% 70
2025
Q4 		$269K Sell
1,873
-1,054
-36% -$150K 0.07% 72
2025
Q3 		$413K Sell
2,927
-220
-7% -$30.2K 0.11% 62
2025
Q2 		$420K Sell
3,147
-2,058
-40% -$261K 0.12% 55
2025
Q1 		$671K Sell
5,205
-1,559
-23% -$204K 0.22% 51
2024
Q4 		$863K Sell
6,764
-144
-2% -$18.8K 0.28% 50
2024
Q3 		$886K Sell
6,908
-111
-2% -$13.7K 0.31% 45
2024
Q2 		$832K Sell
7,019
-874
-11% -$104K 0.31% 43
2024
Q1 		$955K Buy
7,893
+33
+0.4% +$3.78K 0.39% 40
2023
Q4 		$877K Sell
7,860
-509
-6% -$53.5K 0.41% 43
2023
Q3 		$865K Sell
8,369
-860
-9% -$92.3K 0.45% 41
2023
Q2 		$979K Buy
9,229
+2
+0% +$210 0.49% 38
2023
Q1 		$973K Sell
9,227
-222
-2% -$23.9K 0.54% 39
2022
Q4 		$1.02M Buy
9,449
+2
+0% +$213 0.63% 37
2022
Q3 		$896K Sell
9,447
-168
-2% -$17.5K 0.56% 41
2022
Q2 		$978K Sell
9,615
-81
-0.8% -$8.78K 0.57% 39
2022
Q1 		$1.09M Sell
9,696
-317
-3% -$35.4K 0.52% 44
2021
Q4 		$1.12M Sell
10,013
-680
-6% -$74K 0.48% 45
2021
Q3 		$1.1M Sell
10,693
-35
-0.3% -$3.7K 0.53% 43
2021
Q2 		$1.12M Sell
10,728
-197
-2% -$20.7K 0.55% 43
2021
Q1 		$1.1M Buy
10,925
+2,281
+26% +$220K 0.65% 41
2020
Q4 		$791K Buy
8,644
+135
+2% +$11.7K 0.47% 46
2020
Q3 		$689K Buy
8,509
+664
+8% +$54.4K 0.44% 49
2020
Q2 		$618K Buy
+7,845
New +$610K 0.44% 52

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

West Branch Capital's VYM Position: Q2 2026 in Review

West Branch Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.9% in Q2 2026, selling an estimated $16.4K and leaving 1,677 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #72.

West Branch Capital first reported a position in VYM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.12M in Q2 2021. 527 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • West Branch Capital held 1,677 shares of Vanguard High Dividend Yield ETF worth $265K as of Q2 2026.
  • West Branch Capital sold 105 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard High Dividend Yield ETF made up 0.06% of West Branch Capital's portfolio in Q2 2026, its #72 holding.
  • West Branch Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 25 quarters since.
  • West Branch Capital's Vanguard High Dividend Yield ETF position peaked at $1.12M in Q2 2021.
  • 527 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.