World Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

World Investment 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
2026 Q1	$11.8M	Sell	79,740 -4,832	-6%	-$727K	0.19%	123
2025 Q4	$12.1M	Buy	84,572 +23,767	+39%	+$3.38M	0.2%	114
2025 Q3	$8.57M	Buy	60,805 +7,477	+14%	+$1.03M	0.18%	135
2025 Q2	$7.11M	Buy	53,328 +18,475	+53%	+$2.34M	0.16%	150
2025 Q1	$4.49M	Buy	34,853 +9,409	+37%	+$1.23M	0.12%	207
2024 Q4	$3.25M	Buy	25,444 +2,505	+11%	+$327K	0.09%	257
2024 Q3	$2.94M	Buy	22,939 +18,778	+451%	+$2.32M	0.09%	241
2024 Q2	$493K	Buy	+4,161	New	+$493K	0.03%	409
2024 Q1	–	Sell	-2,043	Closed	-$228K	–	487
2023 Q4	$228K	Buy	+2,043	New	+$215K	0.03%	343

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

World Investment Advisors's VYM Position: Q1 2026 in Review

World Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.7% in Q1 2026, selling an estimated $727K and leaving 79,740 shares worth $11.8M. The position accounts for 0.19% of the portfolio, ranked #123.

World Investment Advisors first reported a position in VYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

World Investment Advisors held 79,740 shares of Vanguard High Dividend Yield ETF worth $11.8M as of Q1 2026.
World Investment Advisors sold 4,832 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $727K.
Vanguard High Dividend Yield ETF made up 0.19% of World Investment Advisors's portfolio in Q1 2026, its #123 holding.
World Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 9 quarters since.
World Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $12.1M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.