WhitTier Trust Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WhitTier Trust Company’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	$3.84M	Buy	23,928 +21	+0.1%	+$3.28K	0.07%	183
2026 Q1	$3.55M	Buy	23,907 +2,184	+10%	+$328K	0.07%	189
2025 Q4	$3.19M	Buy	21,723 +739	+4%	+$105K	0.07%	193
2025 Q3	$2.97M	Sell	20,984 -1,690	-7%	-$232K	0.06%	193
2025 Q2	$3.02M	Sell	22,674 -2,598	-10%	-$329K	0.07%	207
2025 Q1	$3.26M	Buy	25,272 +2,103	+9%	+$275K	0.08%	194
2024 Q4	$2.96M	Buy	23,169 +2,760	+14%	+$360K	0.07%	199
2024 Q3	$2.62M	Buy	20,409 +21	+0.1%	+$2.59K	0.07%	209
2024 Q2	$2.42M	Sell	20,388 -1,116	-5%	-$132K	0.07%	204
2024 Q1	$2.6M	Buy	21,504 +3,137	+17%	+$359K	0.07%	196
2023 Q4	$2.05M	Buy	18,367 +4,044	+28%	+$425K	0.07%	218
2023 Q3	$1.48M	Sell	14,323 -1,126	-7%	-$121K	0.05%	239
2023 Q2	$1.64M	Buy	15,449 +1,561	+11%	+$164K	0.06%	236
2023 Q1	$1.47M	Sell	13,888 -114	-0.8%	-$12.3K	0.05%	240
2022 Q4	$1.52M	Buy	14,002 +228	+2%	+$24.3K	0.06%	238
2022 Q3	$1.31M	Buy	13,774 +22	+0.2%	+$2.29K	0.06%	245
2022 Q2	$1.4M	Hold	13,752	–	–	0.06%	240
2022 Q1	$1.54M	Hold	13,752	–	–	0.06%	237
2021 Q4	$1.54M	Hold	13,752	–	–	0.06%	235
2021 Q3	$1.42M	Hold	13,752	–	–	0.06%	230
2021 Q2	$1.44M	Sell	13,752 -6,300	-31%	-$661K	0.06%	227
2021 Q1	$2.03M	Sell	20,052 -1,200	-6%	-$116K	0.09%	185
2020 Q4	$1.95M	Buy	21,252 +120	+0.6%	+$10.4K	0.1%	176
2020 Q3	$1.71M	Hold	21,132	–	–	0.1%	175
2020 Q2	$1.67M	Hold	21,132	–	–	0.1%	161
2020 Q1	$1.5M	Hold	21,132	–	–	0.12%	155
2019 Q4	$1.98M	Buy	21,132 +994	+5%	+$90.1K	0.13%	147
2019 Q3	$1.79M	Hold	20,138	–	–	0.12%	151
2019 Q2	$1.76M	Hold	20,138	–	–	0.13%	151
2019 Q1	$1.73M	Hold	20,138	–	–	0.13%	149
2018 Q4	$1.57M	Hold	20,138	–	–	0.13%	146
2018 Q3	$1.75M	Sell	20,138 -350	-2%	-$30.3K	0.13%	148
2018 Q2	$1.7M	Hold	20,488	–	–	0.13%	147
2018 Q1	$1.69M	Hold	20,488	–	–	0.14%	145
2017 Q4	$1.75M	Hold	20,488	–	–	0.15%	138
2017 Q3	$1.66M	Hold	20,488	–	–	0.15%	142
2017 Q2	$1.6M	Hold	20,488	–	–	0.15%	145
2017 Q1	$1.59M	Hold	20,488	–	–	0.16%	139
2016 Q4	$1.55M	Sell	20,488 -187	-0.9%	-$13.7K	0.16%	132
2016 Q3	$1.49M	Sell	20,675 -745	-3%	-$54.1K	0.17%	129
2016 Q2	$1.53M	Buy	21,420 +295	+1%	+$20.6K	0.17%	131
2016 Q1	$1.46M	Hold	21,125	–	–	0.17%	135
2015 Q4	$1.41M	Sell	21,125 -173	-0.8%	-$11.6K	0.17%	138
2015 Q3	$1.33M	Hold	21,298	–	–	0.16%	135
2015 Q2	$1.43M	Hold	21,298	–	–	0.16%	133
2015 Q1	$1.45M	Sell	21,298 -12,343	-37%	-$848K	0.16%	132
2014 Q4	$2.31M	Hold	33,641	–	–	0.26%	91
2014 Q3	$2.23M	Hold	33,641	–	–	0.26%	92
2014 Q2	$2.23M	Buy	33,641 +2,256	+7%	+$146K	0.25%	94
2014 Q1	$1.98M	Hold	31,385	–	–	0.23%	98
2013 Q4	$1.96M	Hold	31,385	–	–	0.24%	99
2013 Q3	$1.8M	Hold	31,385	–	–	0.24%	95
2013 Q2	$1.77M	Buy	+31,385	New	+$1.78M	0.26%	92

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

WhitTier Trust Company's VYM Position: Q2 2026 in Review

WhitTier Trust Company increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.09% in Q2 2026, buying an estimated $3.28K and bringing the position to 23,928 shares worth $3.84M. The position accounts for 0.07% of the portfolio, ranked #183.

WhitTier Trust Company first reported a position in VYM in Q2 2013 and has held it in 53 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WhitTier Trust Company held 23,928 shares of Vanguard High Dividend Yield ETF worth $3.84M as of Q2 2026.
WhitTier Trust Company bought 21 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.28K.
Vanguard High Dividend Yield ETF made up 0.07% of WhitTier Trust Company's portfolio in Q2 2026, its #183 holding.
WhitTier Trust Company first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 53 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.