Westfuller Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westfuller 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 Q2	$1.52M	Sell	9,594 -1,648	-15%	-$258K	0.55%	49
2026 Q1	$1.66M	Buy	11,242 +399	+4%	+$60K	0.72%	38
2025 Q4	$1.56M	Buy	10,843 +11	+0.1%	+$1.56K	0.63%	41
2025 Q3	$1.53M	Sell	10,832 -2,054	-16%	-$282K	0.69%	39
2025 Q2	$1.72M	Buy	12,886 +276	+2%	+$35K	0.98%	28
2025 Q1	$1.63M	Sell	12,610 -517	-4%	-$67.7K	1.09%	26
2024 Q4	$1.67M	Sell	13,127 -242	-2%	-$31.6K	1.06%	27
2024 Q3	$1.71M	Buy	+13,369	New	+$1.65M	1.23%	25
2024 Q1	$1.61M	Buy	+13,335	New	+$1.53M	1.94%	18

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

Westfuller Advisors's VYM Position: Q2 2026 in Review

Westfuller Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, selling an estimated $258K and leaving 9,594 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #49.

Westfuller Advisors first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Westfuller Advisors held 9,594 shares of Vanguard High Dividend Yield ETF worth $1.52M as of Q2 2026.
Westfuller Advisors sold 1,648 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $258K.
Vanguard High Dividend Yield ETF made up 0.55% of Westfuller Advisors's portfolio in Q2 2026, its #49 holding.
Westfuller Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Vanguard High Dividend Yield ETF position peaked at $1.72M in Q2 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.