WMA
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West Michigan Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

West Michigan 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 		$257K Sell
1,733
-282
-14% -$42.4K 0.06% 256
2025
Q4 		$289K Sell
2,015
-13
-0.6% -$1.85K 0.07% 217
2025
Q3 		$286K Sell
2,028
-259
-11% -$35.6K 0.07% 217
2025
Q2 		$305K Sell
2,287
-13
-0.6% -$1.65K 0.09% 167
2025
Q1 		$297K Sell
2,300
-7
-0.3% -$916 0.1% 153
2024
Q4 		$294K Sell
2,307
-18
-0.8% -$2.35K 0.09% 159
2024
Q3 		$298K Sell
2,325
-97
-4% -$12K 0.09% 145
2024
Q2 		$287K Sell
2,422
-181
-7% -$21.5K 0.09% 142
2024
Q1 		$315K Buy
+2,603
New +$298K 0.1% 128
2023
Q4 		– Sell
-2,788
Closed -$288K – 168
2023
Q3 		$288K Sell
2,788
-53
-2% -$5.69K 0.15% 105
2023
Q2 		$301K Sell
2,841
-57
-2% -$5.98K 0.12% 147
2023
Q1 		$306K Sell
2,898
-465
-14% -$50K 0.17% 96
2022
Q4 		$364K Sell
3,363
-50,021
-94% -$5.32M 0.26% 68
2022
Q3 		$5.07M Buy
53,384
+326
+0.6% +$33.9K 4.41% 4
2022
Q2 		$5.4M Sell
53,058
-544
-1% -$59K 4.63% 4
2022
Q1 		$6.02M Buy
53,602
+50,541
+1,651% +$5.64M 4.06% 7
2021
Q4 		$343K Buy
+3,061
New +$333K 0.26% 75

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

West Michigan Advisors's VYM Position: Q1 2026 in Review

West Michigan Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q1 2026, selling an estimated $42.4K and leaving 1,733 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #256.

West Michigan Advisors first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.02M in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • West Michigan Advisors held 1,733 shares of Vanguard High Dividend Yield ETF worth $257K as of Q1 2026.
  • West Michigan Advisors sold 282 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $42.4K.
  • Vanguard High Dividend Yield ETF made up 0.06% of West Michigan Advisors's portfolio in Q1 2026, its #256 holding.
  • West Michigan Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • West Michigan Advisors's Vanguard High Dividend Yield ETF position peaked at $6.02M in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.