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WMS Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WMS Partners’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
Q1 		– Sell
-11,595
Closed -$1.48M – 281
2024
Q4 		$1.48M Hold
11,595
– – 0.08% 96
2024
Q3 		$1.49M Buy
11,595
+721
+7% +$89K 0.08% 96
2024
Q2 		$1.29M Hold
10,874
– – 0.08% 88
2024
Q1 		$1.32M Hold
10,874
– – 0.09% 95
2023
Q4 		$1.21M Sell
10,874
-153
-1% -$16.1K 0.09% 92
2023
Q3 		$1.14M Sell
11,027
-596
-5% -$63.9K 0.09% 93
2023
Q2 		$1.23M Sell
11,623
-116
-1% -$12.2K 0.1% 88
2023
Q1 		$1.24M Sell
11,739
-91
-0.8% -$9.79K 0.11% 87
2022
Q4 		$1.28M Sell
11,830
-330
-3% -$35.1K 0.13% 84
2022
Q3 		$1.15M Sell
12,160
-204
-2% -$21.2K 0.16% 79
2022
Q2 		$1.26M Sell
12,364
-7
-0.1% -$759 0.2% 68
2022
Q1 		$1.39M Buy
+12,371
New +$1.38M 0.19% 64
2021
Q4 		– Sell
-12,198
Closed -$1.26M – 297
2021
Q3 		$1.26M Buy
12,198
+416
+4% +$44K 0.19% 71
2021
Q2 		$1.23M Buy
11,782
+90
+0.8% +$9.45K 0.18% 67
2021
Q1 		$1.18M Sell
11,692
-1,008
-8% -$97.2K 0.27% 57
2020
Q4 		$1.16M Sell
12,700
-9,289
-42% -$807K 0.2% 59
2020
Q3 		$1.78M Buy
21,989
+9,608
+78% +$787K 0.35% 44
2020
Q2 		$975K Sell
12,381
-5,852
-32% -$455K 0.2% 63
2020
Q1 		$1.29M Buy
18,233
+6,030
+49% +$518K 0.36% 46
2019
Q4 		$1.14M Buy
12,203
+3,406
+39% +$309K 0.26% 56
2019
Q3 		$781K Buy
+8,797
New +$770K 0.19% 79

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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WMS Partners's VYM Position: Q1 2025 in Review

WMS Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 11,595 shares — an estimated $1.48M sold.

WMS Partners first reported a position in VYM in Q3 2019 and held it in 21 quarters. The position peaked at $1.78M in Q3 2020. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • WMS Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 11,595 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $1.48M.
  • WMS Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 21 quarters.
  • WMS Partners's Vanguard High Dividend Yield ETF position peaked at $1.78M in Q3 2020.
  • 1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.