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

WoodTrust Financial’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	$754K	Sell	5,091 -559	-10%	-$84K	0.1%	93
2025 Q4	$811K	Buy	5,650 +239	+4%	+$34K	0.09%	101
2025 Q3	$763K	Buy	+5,411	New	+$744K	0.09%	106
2025 Q2	–	Sell	-4,272	Closed	-$551K	–	171
2025 Q1	$551K	Buy	4,272 +123	+3%	+$16.1K	0.08%	110
2024 Q4	$529K	Hold	4,149	–	–	0.07%	115
2024 Q3	$532K	Hold	4,149	–	–	0.08%	114
2024 Q2	$492K	Buy	+4,149	New	+$492K	0.08%	115
2024 Q1	–	Sell	-4,149	Closed	-$463K	–	196
2023 Q4	$463K	Buy	4,149 +484	+13%	+$50.9K	0.08%	113
2023 Q3	$379K	Hold	3,665	–	–	0.07%	115
2023 Q2	$389K	Sell	3,665 -278	-7%	-$29.2K	0.07%	113
2023 Q1	$416K	Sell	3,943 -1,105	-22%	-$119K	0.08%	108
2022 Q4	$546K	Sell	5,048 -124	-2%	-$13.2K	0.11%	94
2022 Q3	$491K	Sell	5,172 -40	-0.8%	-$4.16K	0.11%	96
2022 Q2	$530K	Buy	5,212 +719	+16%	+$77.9K	0.12%	97
2022 Q1	$504K	Buy	4,493 +748	+20%	+$83.4K	0.1%	98
2021 Q4	$420K	Buy	3,745 +1,083	+41%	+$118K	0.09%	103
2021 Q3	$275K	Buy	+2,662	New	+$281K	0.06%	111

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

WoodTrust Financial's VYM Position: Q1 2026 in Review

WoodTrust Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.9% in Q1 2026, selling an estimated $84K and leaving 5,091 shares worth $754K. The position accounts for 0.1% of the portfolio, ranked #93.

WoodTrust Financial first reported a position in VYM in Q3 2021 and has held it in 17 quarters since. The position peaked at $811K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

WoodTrust Financial held 5,091 shares of Vanguard High Dividend Yield ETF worth $754K as of Q1 2026.
WoodTrust Financial sold 559 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $84K.
Vanguard High Dividend Yield ETF made up 0.1% of WoodTrust Financial's portfolio in Q1 2026, its #93 holding.
WoodTrust Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 17 quarters since.
WoodTrust Financial's Vanguard High Dividend Yield ETF position peaked at $811K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.