Westmount Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westmount Partners’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	$456K	Buy	2,888 +15	+0.5%	+$2.34K	0.1%	163
2026 Q1	$426K	Buy	2,873 +13	+0.5%	+$1.96K	0.1%	162
2025 Q4	$410K	Buy	2,860 +16	+0.6%	+$2.28K	0.1%	157
2025 Q3	$401K	Buy	2,844 +13	+0.5%	+$1.79K	0.1%	155
2025 Q2	$377K	Buy	2,831 +15	+0.5%	+$1.9K	0.1%	158
2025 Q1	$363K	Sell	2,816 -37	-1%	-$4.84K	0.11%	157
2024 Q4	$364K	Buy	2,853 +27	+1%	+$3.52K	0.11%	144
2024 Q3	$362K	Buy	2,826 +58	+2%	+$7.16K	0.11%	148
2024 Q2	$328K	Buy	2,768 +19	+0.7%	+$2.25K	0.11%	150
2024 Q1	$333K	Sell	2,749 -658	-19%	-$75.4K	0.12%	151
2023 Q4	$380K	Hold	3,407	–	–	0.16%	133
2023 Q3	$352K	Hold	3,407	–	–	0.16%	138
2023 Q2	$361K	Sell	3,407 -358	-10%	-$37.5K	0.16%	131
2023 Q1	$397K	Buy	3,765 +84	+2%	+$9.03K	0.18%	115
2022 Q4	$398K	Buy	+3,681	New	+$392K	0.21%	110

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

Westmount Partners's VYM Position: Q2 2026 in Review

Westmount Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.52% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,888 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #163.

Westmount Partners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Westmount Partners held 2,888 shares of Vanguard High Dividend Yield ETF worth $456K as of Q2 2026.
Westmount Partners bought 15 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.34K.
Vanguard High Dividend Yield ETF made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #163 holding.
Westmount Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.