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

Whittier Trust’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 Q1	$7.18M	Sell	48,316 -2,641	-5%	-$397K	0.08%	168
2025 Q4	$7.48M	Sell	50,957 -48	-0.1%	-$6.83K	0.08%	165
2025 Q3	$7.22M	Buy	51,005 +159	+0.3%	+$21.8K	0.08%	168
2025 Q2	$6.78M	Sell	50,846 -7,981	-14%	-$1.01M	0.08%	183
2025 Q1	$7.59M	Sell	58,827 -544	-0.9%	-$71.2K	0.11%	164
2024 Q4	$7.58M	Sell	59,371 -614	-1%	-$80.1K	0.1%	168
2024 Q3	$7.69M	Sell	59,985 -1,332	-2%	-$164K	0.1%	163
2024 Q2	$7.27M	Sell	61,317 -9,869	-14%	-$1.17M	0.1%	158
2024 Q1	$8.61M	Sell	71,186 -3,941	-5%	-$452K	0.13%	147
2023 Q4	$8.39M	Sell	75,127 -3,901	-5%	-$410K	0.14%	148
2023 Q3	$8.17M	Sell	79,028 -6,032	-7%	-$647K	0.15%	144
2023 Q2	$9.02M	Sell	85,060 -1,760	-2%	-$185K	0.16%	139
2023 Q1	$9.16M	Sell	86,820 -307	-0.4%	-$33K	0.17%	132
2022 Q4	$9.43M	Buy	87,127 +23	+0%	+$2.45K	0.18%	124
2022 Q3	$8.26M	Buy	87,104 +856	+1%	+$89K	0.17%	130
2022 Q2	$8.77M	Sell	86,248 -63	-0.1%	-$6.83K	0.18%	131
2022 Q1	$9.69M	Sell	86,311 -537	-0.6%	-$59.9K	0.16%	135
2021 Q4	$9.74M	Sell	86,848 -3,923	-4%	-$427K	0.16%	135
2021 Q3	$9.38M	Sell	90,771 -209	-0.2%	-$22.1K	0.17%	129
2021 Q2	$9.53M	Sell	90,980 -562	-0.6%	-$59K	0.17%	131
2021 Q1	$9.25M	Sell	91,542 -181	-0.2%	-$17.5K	0.18%	121
2020 Q4	$8.39M	Sell	91,723 -3,832	-4%	-$333K	0.18%	123
2020 Q3	$7.73M	Sell	95,555 -5,671	-6%	-$464K	0.18%	120
2020 Q2	$7.97M	Sell	101,226 -5,985	-6%	-$465K	0.22%	110
2020 Q1	$7.58M	Sell	107,211 -3,934	-4%	-$338K	0.25%	96
2019 Q4	$10.4M	Sell	111,145 -8,957	-7%	-$812K	0.27%	93
2019 Q3	$10.7M	Sell	120,102 -5,530	-4%	-$484K	0.31%	87
2019 Q2	$11M	Sell	125,632 -4,146	-3%	-$358K	0.32%	85
2019 Q1	$11.1M	Sell	129,778 -543	-0.4%	-$45.4K	0.34%	79
2018 Q4	$10.2M	Buy	130,321 +109	+0.1%	+$9.09K	0.35%	76
2018 Q3	$11.3M	Sell	130,212 -5,565	-4%	-$482K	0.35%	78
2018 Q2	$11.3M	Sell	135,777 -2,909	-2%	-$244K	0.37%	74
2018 Q1	$11.4M	Sell	138,686 -182	-0.1%	-$15.6K	0.38%	73
2017 Q4	$11.9M	Buy	138,868 +858	+0.6%	+$71.7K	0.41%	67
2017 Q3	$11.2M	Hold	138,010	–	–	0.41%	72
2017 Q2	$10.8M	Sell	138,010 -965	-0.7%	-$75.2K	0.42%	69
2017 Q1	$10.8M	Buy	138,975 +1,783	+1%	+$138K	0.44%	66
2016 Q4	$10.4M	Sell	137,192 -3,352	-2%	-$246K	0.44%	64
2016 Q3	$10.1M	Sell	140,544 -10,013	-7%	-$727K	0.44%	63
2016 Q2	$10.8M	Sell	150,557 -28,292	-16%	-$1.98M	0.47%	56
2016 Q1	$12.3M	Sell	178,849 -23,851	-12%	-$1.56M	0.55%	52
2015 Q4	$13.5M	Buy	202,700 +22,737	+13%	+$1.53M	0.61%	42
2015 Q3	$11.3M	Sell	179,963 -8,912	-5%	-$587K	0.55%	48
2015 Q2	$12.7M	Buy	188,875 +1,870	+1%	+$130K	0.56%	49
2015 Q1	$12.8M	Sell	187,005 -7,942	-4%	-$546K	0.59%	44
2014 Q4	$13.4M	Sell	194,947 -1,317	-0.7%	-$89.4K	0.64%	42
2014 Q3	$13M	Sell	196,264 -15,488	-7%	-$1.03M	0.64%	43
2014 Q2	$14M	Buy	211,752 +12,090	+6%	+$782K	0.69%	39
2014 Q1	$12.6M	Sell	199,662 -2,331	-1%	-$143K	0.65%	43
2013 Q4	$12.6M	Sell	201,993 -1,061	-0.5%	-$64.1K	0.65%	43
2013 Q3	$11.7M	Buy	203,054 +42,891	+27%	+$2.49M	0.63%	43
2013 Q2	$9.03M	Buy	+160,163	New	+$9.06M	0.51%	50

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

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

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

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

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

Whittier Trust's VYM Position: Q1 2026 in Review

Whittier Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.2% in Q1 2026, selling an estimated $397K and leaving 48,316 shares worth $7.18M. The position accounts for 0.08% of the portfolio, ranked #168.

Whittier Trust first reported a position in VYM in Q2 2013 and has held it in 52 quarters since. The position peaked at $14M in Q2 2014. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Whittier Trust held 48,316 shares of Vanguard High Dividend Yield ETF worth $7.18M as of Q1 2026.
Whittier Trust sold 2,641 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $397K.
Vanguard High Dividend Yield ETF made up 0.08% of Whittier Trust's portfolio in Q1 2026, its #168 holding.
Whittier Trust first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Vanguard High Dividend Yield ETF position peaked at $14M in Q2 2014.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.