1620 Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

1620 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 Q2	$23.2K	Hold	147	–	–	0.01%	403
2026 Q1	$21.8K	Hold	147	–	–	0.01%	391
2025 Q4	$21.1K	Hold	147	–	–	0.01%	393
2025 Q3	$20.7K	Hold	147	–	–	0.01%	381
2025 Q2	$19.6K	Hold	147	–	–	0.01%	399
2025 Q1	$19K	Hold	147	–	–	0.01%	388
2024 Q4	$18.8K	Hold	147	–	–	0.01%	396
2024 Q3	$18.8K	Hold	147	–	–	0.01%	407
2024 Q2	$17.4K	Buy	+147	New	+$17.4K	0.01%	411

Other funds holding VYM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

1620 Investment Advisors's VYM Position: Q2 2026 in Review

1620 Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 147 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #403.

1620 Investment Advisors first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

1620 Investment Advisors held 147 shares of Vanguard High Dividend Yield ETF worth $23.2K as of Q2 2026.
1620 Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #403 holding.
1620 Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.