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

Winthrop 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	$1.28M	Buy	8,095 +3,400	+72%	+$531K	0.09%	77
2026 Q1	$695K	Buy	4,695 +21	+0.4%	+$3.16K	0.06%	92
2025 Q4	$671K	Buy	4,674 +15	+0.3%	+$2.13K	0.06%	91
2025 Q3	$657K	Sell	4,659 -2,451	-34%	-$337K	0.06%	88
2025 Q2	$948K	Buy	7,110 +9	+0.1%	+$1.14K	0.09%	69
2025 Q1	$916K	Sell	7,101 -675	-9%	-$88.4K	0.11%	60
2024 Q4	$992K	Buy	7,776 +873	+13%	+$114K	0.12%	61
2024 Q3	$885K	Buy	6,903 +8	+0.1%	+$988	0.11%	62
2024 Q2	$818K	Buy	6,895 +9	+0.1%	+$1.07K	0.11%	61
2024 Q1	$833K	Buy	6,886 +6	+0.1%	+$687	0.12%	60
2023 Q4	$768K	Buy	6,880 +34	+0.5%	+$3.57K	0.12%	62
2023 Q3	$707K	Buy	6,846 +89	+1%	+$9.55K	0.12%	59
2023 Q2	$717K	Buy	6,757 +499	+8%	+$52.3K	0.11%	60
2023 Q1	$660K	Buy	6,258 +651	+12%	+$70K	0.12%	62
2022 Q4	$607K	Buy	5,607 +1,208	+27%	+$129K	0.12%	65
2022 Q3	$417K	Buy	+4,399	New	+$457K	0.09%	67
2020 Q1	–	Sell	-5,919	Closed	-$555K	–	103
2019 Q4	$555K	Buy	5,919 +711	+14%	+$64.5K	0.2%	51
2019 Q3	$462K	Buy	+5,208	New	+$456K	0.18%	51

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

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

Winthrop Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 72% in Q2 2026, buying an estimated $531K and bringing the position to 8,095 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #77.

Winthrop Advisory Group first reported a position in VYM in Q3 2019 and has held it in 18 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Winthrop Advisory Group held 8,095 shares of Vanguard High Dividend Yield ETF worth $1.28M as of Q2 2026.
Winthrop Advisory Group bought 3,400 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $531K.
Vanguard High Dividend Yield ETF made up 0.09% of Winthrop Advisory Group's portfolio in Q2 2026, its #77 holding.
Winthrop Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 18 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.