Western Pacific Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11M Buy
74,156
+246
+0.3% +$37K 11.17% 2
2025
Q4
$10.6M Buy
73,910
+11,656
+19% +$1.66M 10.27% 2
2025
Q3
$8.77M Buy
62,254
+4,870
+8% +$669K 8.56% 3
2025
Q2
$7.65M Buy
57,384
+8,672
+18% +$1.1M 7.34% 4
2025
Q1
$6.28M Buy
48,712
+8
+0% +$1.05K 5.68% 5
2024
Q4
$6.21M Buy
48,704
+463
+1% +$60.4K 5.01% 5
2024
Q3
$6.18M Buy
48,241
+206
+0.4% +$25.4K 4.11% 5
2024
Q2
$5.7M Buy
48,035
+661
+1% +$78.4K 4.31% 6
2024
Q1
$5.73M Buy
47,374
+6,049
+15% +$693K 4.16% 5
2023
Q4
$4.61M Buy
41,325
+270
+0.7% +$28.4K 3.37% 6
2023
Q3
$4.24M Sell
41,055
-2,957
-7% -$317K 3.48% 5
2023
Q2
$4.67M Buy
44,012
+8,834
+25% +$927K 3.54% 5
2023
Q1
$3.71M Buy
35,178
+1,924
+6% +$207K 2.84% 5
2022
Q4
$3.6M Buy
33,254
+538
+2% +$57.2K 2.99% 4
2022
Q3
$3.1M Sell
32,716
-1,300
-4% -$135K 3.08% 6
2022
Q2
$3.46M Buy
34,016
+1,500
+5% +$163K 3.37% 5
2022
Q1
$3.65M Buy
32,516
+23,252
+251% +$2.59M 2.66% 5
2021
Q4
$1.04M Buy
+9,264
New +$1.01M 0.67% 12

Other funds holding VYM

Western Pacific Wealth Management's VYM Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q1 2026, buying an estimated $37K and bringing the position to 74,156 shares worth $11M. The position accounts for 11.17% of the portfolio, ranked #2.

Western Pacific Wealth Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Western Pacific Wealth Management held 74,156 shares of Vanguard High Dividend Yield ETF worth $11M as of Q1 2026.
  • Western Pacific Wealth Management bought 246 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $37K.
  • Vanguard High Dividend Yield ETF made up 11.17% of Western Pacific Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Western Pacific Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.