Wheelhouse Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wheelhouse Advisory Group’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	$330K	Buy	2,091 +6	+0.3%	+$938	0.09%	41
2026 Q1	$309K	Buy	2,085 +54	+3%	+$8.12K	0.1%	37
2025 Q4	$294K	Buy	+2,031	New	+$289K	0.11%	40
2024 Q2	–	Sell	-1,724	Closed	-$209K	–	42
2024 Q1	$209K	Sell	1,724 -579	-25%	-$66.3K	0.16%	35
2023 Q4	$257K	Buy	+2,303	New	+$242K	0.22%	31

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 22.9% 1-Year Est. Return

Wheelhouse Advisory Group's VYM Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.29% in Q2 2026, buying an estimated $938 and bringing the position to 2,091 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #41.

Wheelhouse Advisory Group first reported a position in VYM in Q4 2023 and has held it in 5 quarters since. 2,069 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wheelhouse Advisory Group held 2,091 shares of Vanguard High Dividend Yield ETF worth $330K as of Q2 2026.
Wheelhouse Advisory Group bought 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
Vanguard High Dividend Yield ETF made up 0.09% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #41 holding.
Wheelhouse Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 5 quarters since.
2,069 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.