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

Western 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	$10.6M	Buy	66,833 +7,858	+13%	+$1.23M	0.35%	54
2026 Q1	$8.73M	Buy	58,975 +20,531	+53%	+$3.09M	0.33%	51
2025 Q4	$5.52M	Buy	38,444 +10,417	+37%	+$1.48M	0.25%	70
2025 Q3	$3.95M	Buy	28,027 +1,107	+4%	+$152K	0.21%	97
2025 Q2	$3.59M	Buy	26,920 +2,100	+8%	+$266K	0.21%	97
2025 Q1	$3.2M	Sell	24,820 -3,982	-14%	-$521K	0.21%	96
2024 Q4	$3.67M	Buy	28,802 +7,987	+38%	+$1.04M	0.2%	104
2024 Q3	$2.67M	Buy	20,815 +794	+4%	+$98K	0.15%	133
2024 Q2	$2.37M	Buy	20,021 +43	+0.2%	+$5.1K	0.18%	114
2024 Q1	$2.42M	Sell	19,978 -2,919	-13%	-$334K	0.19%	114
2023 Q4	$2.56M	Sell	22,897 -1,111	-5%	-$117K	0.18%	117
2023 Q3	$2.48M	Sell	24,008 -524	-2%	-$56.2K	0.21%	101
2023 Q2	$2.6M	Sell	24,532 -1,979	-7%	-$208K	0.22%	98
2023 Q1	$2.8M	Sell	26,511 -1,320	-5%	-$142K	0.26%	89
2022 Q4	$3.01M	Sell	27,831 -21,577	-44%	-$2.3M	0.31%	75
2022 Q3	$4.73M	Sell	49,408 -925	-2%	-$96.2K	0.27%	81
2022 Q2	$5.13M	Buy	50,333 +12	+0%	+$1.3K	0.29%	76
2022 Q1	$5.65M	Buy	50,321 +26,182	+108%	+$2.92M	0.27%	79
2021 Q4	$2.71M	Buy	+24,139	New	+$2.63M	0.27%	85
2021 Q2	$2.34M	Buy	22,372 +314	+1%	+$33K	0.24%	96
2021 Q1	$2.23M	Buy	22,058 +193	+0.9%	+$18.6K	0.3%	75
2020 Q4	$2M	Buy	21,865 +230	+1%	+$20K	0.29%	81
2020 Q3	$1.75M	Sell	21,635 -451	-2%	-$36.9K	0.29%	87
2020 Q2	$1.74M	Sell	22,086 -2,264	-9%	-$176K	0.32%	76
2020 Q1	$1.72M	Sell	24,350 -3,370	-12%	-$290K	0.39%	55
2019 Q4	$2.6M	Buy	27,720 +2,954	+12%	+$268K	0.39%	54
2019 Q3	$2.2M	Sell	24,766 -178	-0.7%	-$15.6K	0.46%	46
2019 Q2	$2.18M	Sell	24,944 -721	-3%	-$62.3K	0.29%	73
2019 Q1	$2.2M	Sell	25,665 -5,408	-17%	-$452K	0.49%	43
2018 Q4	$2.43M	Buy	+31,073	New	+$2.59M	0.65%	28

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 Wealth Management's VYM Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, buying an estimated $1.23M and bringing the position to 66,833 shares worth $10.6M. The position accounts for 0.35% of the portfolio, ranked #54.

Western Wealth Management first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Western Wealth Management held 66,833 shares of Vanguard High Dividend Yield ETF worth $10.6M as of Q2 2026.
Western Wealth Management bought 7,858 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.23M.
Vanguard High Dividend Yield ETF made up 0.35% of Western Wealth Management's portfolio in Q2 2026, its #54 holding.
Western Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.