WFA Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WFA Asset 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
2025 Q3	$74.5K	Buy	581 +4	+0.7%	+$550	0.04%	80
2025 Q2	$68.5K	Buy	577 +4	+0.7%	+$507	0.04%	85
2025 Q1	$69.3K	Sell	573 -13	-2%	-$1.7K	0.04%	90
2024 Q4	$74.7K	Buy	586 +5	+0.9%	+$652	0.04%	88
2024 Q3	$74.5K	Buy	581 +4	+0.7%	+$494	0.04%	81
2024 Q2	$68.5K	Buy	577 +4	+0.7%	+$474	0.04%	85
2024 Q1	$69.3K	Buy	573 +4	+0.7%	+$458	0.04%	90
2023 Q4	$63.6K	Buy	569 +72	+14%	+$7.57K	0.03%	82
2023 Q3	$51.3K	Buy	497 +68	+16%	+$7.3K	0.03%	94
2023 Q2	$45.5K	Buy	429 +70	+19%	+$7.34K	0.03%	100
2023 Q1	$37.8K	Buy	359 +67	+23%	+$7.21K	0.02%	113
2022 Q4	$31.6K	Buy	+292	New	+$31.1K	0.02%	109

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA Asset Management's VYM Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.69% in Q3 2025, buying an estimated $550 and bringing the position to 581 shares worth $74.5K. The position accounts for 0.04% of the portfolio, ranked #80.

WFA Asset Management first reported a position in VYM in Q4 2022 and has held it in 12 quarters since. The position peaked at $74.7K in Q4 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

WFA Asset Management held 581 shares of Vanguard High Dividend Yield ETF worth $74.5K as of Q3 2025.
WFA Asset Management bought 4 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $550.
Vanguard High Dividend Yield ETF made up 0.04% of WFA Asset Management's portfolio in Q3 2025, its #80 holding.
WFA Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 12 quarters since.
WFA Asset Management's Vanguard High Dividend Yield ETF position peaked at $74.7K in Q4 2024.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.