Wimmer Associates 1’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wimmer Associates 1’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	$1.29M	Sell	8,705 -394	-4%	-$59.2K	0.63%	41
2025 Q4	$1.31M	Buy	9,099 +471	+5%	+$67K	0.61%	37
2025 Q3	$1.22M	Sell	8,628 -50	-0.6%	-$6.87K	0.58%	44
2025 Q2	$1.16M	Sell	8,678 -282	-3%	-$35.7K	0.59%	43
2025 Q1	$1.15M	Buy	8,960 +438	+5%	+$57.3K	0.61%	43
2024 Q4	$1.09M	Buy	8,522 +423	+5%	+$55.2K	0.54%	47
2024 Q3	$1.04M	Buy	8,099 +568	+8%	+$70.1K	0.51%	47
2024 Q2	$893K	Buy	7,531 +395	+6%	+$46.8K	0.46%	52
2024 Q1	$863K	Buy	7,136 +220	+3%	+$25.2K	0.45%	54
2023 Q4	$772K	Buy	6,916 +387	+6%	+$40.7K	0.44%	55
2023 Q3	$675K	Sell	6,529 -116	-2%	-$12.4K	0.42%	54
2023 Q2	$705K	Buy	6,645 +9	+0.1%	+$944	0.42%	55
2023 Q1	$687K	Sell	6,636 -605	-8%	-$65.1K	0.44%	56
2022 Q4	$784K	Sell	7,241 -210	-3%	-$22.3K	0.52%	50
2022 Q3	$793K	Sell	7,451 -100	-1%	-$10.4K	0.52%	51
2022 Q2	$768K	Buy	7,551 +2,993	+66%	+$324K	0.5%	52
2022 Q1	$512K	Buy	4,558 +1,198	+36%	+$134K	0.28%	78
2021 Q4	$377K	Sell	3,360 -350	-9%	-$38.1K	0.2%	93
2021 Q3	$383K	Buy	3,710 +515	+16%	+$54.4K	0.23%	86
2021 Q2	$335K	Buy	3,195 +600	+23%	+$63K	0.2%	92
2021 Q1	$262K	Buy	2,595 +35	+1%	+$3.38K	0.14%	101
2020 Q4	$234K	Sell	2,560 -445	-15%	-$38.7K	0.14%	103
2020 Q3	$243K	Buy	3,005 +95	+3%	+$7.78K	0.16%	96
2020 Q2	$244K	Sell	2,910 -880	-23%	-$68.4K	0.19%	94
2020 Q1	$268K	Buy	3,790 +230	+6%	+$19.8K	0.25%	84
2019 Q4	$334K	Sell	3,560 -325	-8%	-$29.5K	0.27%	85
2019 Q3	$345K	Sell	3,885 -70	-2%	-$6.13K	0.3%	77
2019 Q2	$346K	Buy	3,955 +125	+3%	+$10.8K	0.3%	79
2019 Q1	$328K	Hold	3,830	–	–	0.29%	81
2018 Q4	$299K	Sell	3,830 -475	-11%	-$39.6K	0.3%	83
2018 Q3	$375K	Sell	4,305 -800	-16%	-$69.2K	0.31%	78
2018 Q2	$424K	Sell	5,105 -95	-2%	-$7.96K	0.38%	69
2018 Q1	$429K	Hold	5,200	–	–	0.38%	74
2017 Q4	$445K	Sell	5,200 -700	-12%	-$58.5K	0.4%	72
2017 Q3	$478K	Hold	5,900	–	–	0.44%	68
2017 Q2	$461K	Sell	5,900 -185	-3%	-$14.4K	0.42%	69
2017 Q1	$473K	Hold	6,085	–	–	0.44%	69
2016 Q4	$461K	Sell	6,085 -1,450	-19%	-$106K	0.43%	67
2016 Q3	$544K	Buy	7,535 +185	+3%	+$13.4K	0.49%	58
2016 Q2	$525K	Buy	7,350 +200	+3%	+$14K	0.47%	60
2016 Q1	$494K	Sell	7,150 -500	-7%	-$32.8K	0.45%	67
2015 Q4	$511K	Buy	+7,650	New	+$513K	0.54%	63

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

Wimmer Associates 1's VYM Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q1 2026, selling an estimated $59.2K and leaving 8,705 shares worth $1.29M. The position accounts for 0.63% of the portfolio, ranked #41.

Wimmer Associates 1 first reported a position in VYM in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.31M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Wimmer Associates 1 held 8,705 shares of Vanguard High Dividend Yield ETF worth $1.29M as of Q1 2026.
Wimmer Associates 1 sold 394 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $59.2K.
Vanguard High Dividend Yield ETF made up 0.63% of Wimmer Associates 1's portfolio in Q1 2026, its #41 holding.
Wimmer Associates 1 first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's Vanguard High Dividend Yield ETF position peaked at $1.31M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.