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WMG Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WMG Financial Advisors’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
2025
Q4 		– Sell
-2,119
Closed -$299K – 210
2025
Q3 		$299K Hold
2,119
– – 0.1% 144
2025
Q2 		$282K Hold
2,119
– – 0.1% 141
2025
Q1 		$273K Hold
2,119
– – 0.12% 125
2024
Q4 		$270K Hold
2,119
– – 0.12% 124
2024
Q3 		$272K Sell
2,119
-55
-3% -$6.79K 0.12% 125
2024
Q2 		$258K Hold
2,174
– – 0.14% 120
2024
Q1 		$263K Sell
2,174
-45
-2% -$5.16K 0.15% 106
2023
Q4 		$248K Hold
2,219
– – 0.16% 93
2023
Q3 		$229K Sell
2,219
-40
-2% -$4.29K 0.19% 85
2023
Q2 		$240K Sell
2,259
-166
-7% -$17.4K 0.18% 98
2023
Q1 		$256K Sell
2,425
-10
-0.4% -$1.08K 0.21% 84
2022
Q4 		$263K Sell
2,435
-40
-2% -$4.26K 0.22% 93
2022
Q3 		$232K Hold
2,475
– – 0.21% 111
2022
Q2 		$253K Sell
2,475
-197
-7% -$21.3K 0.22% 106
2022
Q1 		$301K Hold
2,672
– – 0.22% 115
2021
Q4 		$301K Buy
+2,672
New +$291K 0.23% 116

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMG Financial Advisors's VYM Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 2,119 shares — an estimated $299K sold.

WMG Financial Advisors first reported a position in VYM in Q4 2021 and held it in 16 quarters. The position peaked at $301K in Q1 2022. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 2,119 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $299K.
  • WMG Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $301K in Q1 2022.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.