WFA of San Diego’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WFA of San Diego’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	–	Sell	-775	Closed	-$115K	–	374
2026 Q1	$115K	Hold	775	–	–	0.09%	122
2025 Q4	$111K	Hold	775	–	–	0.08%	130
2025 Q3	$109K	Hold	775	–	–	0.07%	136
2025 Q2	$103K	Buy	+775	New	+$98.2K	0.08%	132
2024 Q3	$99.4K	Hold	775	–	–	0.08%	127
2024 Q2	$91.9K	Buy	+775	New	+$91.9K	0.08%	127
2023 Q3	$87.3K	Hold	845	–	–	0.09%	126
2023 Q2	$89.6K	Buy	+845	New	+$88.6K	0.09%	124
2023 Q1	–	Sell	-1,096	Closed	-$119K	–	427
2022 Q4	$119K	Buy	+1,096	New	+$117K	0.09%	127
2022 Q3	–	Sell	-1,114	Closed	-$113K	–	394
2022 Q2	$113K	Buy	+1,114	New	+$121K	0.1%	109
2022 Q1	–	Sell	-1,725	Closed	-$193K	–	165
2021 Q4	$193K	Hold	1,725	–	–	0.11%	116
2021 Q3	$178K	Buy	+1,725	New	+$182K	0.12%	108
2021 Q2	–	Sell	-2,050	Closed	-$207K	–	94
2021 Q1	$207K	Buy	+2,050	New	+$198K	0.17%	86
2020 Q3	–	Sell	-4,050	Closed	-$382K	–	243
2020 Q2	$382K	Buy	+4,050	New	+$315K	0.09%	186

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

WFA of San Diego's VYM Position: Q2 2026 in Review

WFA of San Diego sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 775 shares — an estimated $115K sold.

WFA of San Diego first reported a position in VYM in Q2 2020 and held it in 14 quarters. The position peaked at $382K in Q2 2020. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WFA of San Diego reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 775 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $115K.
WFA of San Diego first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 14 quarters.
WFA of San Diego's Vanguard High Dividend Yield ETF position peaked at $382K in Q2 2020.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.