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

AA 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
2026 Q2	$9.72M	Sell	61,496 -1,533	-2%	-$240K	1.17%	21
2026 Q1	$9.33M	Sell	63,029 -4,237	-6%	-$637K	1.31%	19
2025 Q4	$9.65M	Sell	67,266 -8,111	-11%	-$1.15M	1.78%	11
2025 Q3	$10.6M	Sell	75,377 -632	-0.8%	-$86.8K	2.09%	10
2025 Q2	$10.1M	Buy	76,009 +8,347	+12%	+$1.06M	2.18%	8
2025 Q1	$8.73M	Buy	67,662 +6,514	+11%	+$853K	2.13%	10
2024 Q4	$7.8M	Buy	61,148 +8,538	+16%	+$1.11M	2.08%	15
2024 Q3	$6.74M	Buy	52,610 +10,256	+24%	+$1.27M	1.95%	15
2024 Q2	$5.02M	Buy	42,354 +12,632	+43%	+$1.5M	1.77%	17
2024 Q1	$3.6M	Buy	+29,722	New	+$3.41M	1.45%	19

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AA Financial Advisors's VYM Position: Q2 2026 in Review

AA Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, selling an estimated $240K and leaving 61,496 shares worth $9.72M. The position accounts for 1.17% of the portfolio, ranked #21.

AA Financial Advisors first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

AA Financial Advisors held 61,496 shares of Vanguard High Dividend Yield ETF worth $9.72M as of Q2 2026.
AA Financial Advisors sold 1,533 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $240K.
Vanguard High Dividend Yield ETF made up 1.17% of AA Financial Advisors's portfolio in Q2 2026, its #21 holding.
AA Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $10.6M in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.