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

Western Pacific Wealth Management’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	$11.9M	Buy	75,442 +1,286	+2%	+$201K	10.78%	2
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Western Pacific Wealth Management's VYM Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $201K and bringing the position to 75,442 shares worth $11.9M. The position accounts for 10.78% of the portfolio, ranked #2.

Western Pacific Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Western Pacific Wealth Management held 75,442 shares of Vanguard High Dividend Yield ETF worth $11.9M as of Q2 2026.
Western Pacific Wealth Management bought 1,286 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $201K.
Vanguard High Dividend Yield ETF made up 10.78% of Western Pacific Wealth Management's portfolio in Q2 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 19 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.