Wheelhouse Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
Other funds holding VYM
Wheelhouse Advisory Group's VYM Position: Q1 2026 in Review
Wheelhouse Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q1 2026, buying an estimated $8.12K and bringing the position to 2,085 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #37.
Wheelhouse Advisory Group first reported a position in VYM in Q4 2023 and has held it in 4 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Wheelhouse Advisory Group held 2,085 shares of Vanguard High Dividend Yield ETF worth $309K as of Q1 2026.
- Wheelhouse Advisory Group bought 54 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $8.12K.
- Vanguard High Dividend Yield ETF made up 0.1% of Wheelhouse Advisory Group's portfolio in Q1 2026, its #37 holding.
- Wheelhouse Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 4 quarters since.
- 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Wheelhouse Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.