AWA
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Aaron Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aaron Wealth 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 		$772K Hold
4,888
– – 0.04% 310
2026
Q1 		$724K Hold
4,888
– – 0.04% 299
2025
Q4 		$702K Sell
4,888
-215
-4% -$30.6K 0.04% 342
2025
Q3 		$719K Buy
5,103
+215
+4% +$29.5K 0.04% 315
2025
Q2 		$652K Buy
4,888
+953
+24% +$121K 0.07% 187
2025
Q1 		$507K Buy
3,935
+594
+18% +$77.8K 0.06% 213
2024
Q4 		$426K Hold
3,341
– – 0.05% 235
2024
Q3 		$428K Hold
3,341
– – 0.05% 224
2024
Q2 		$396K Hold
3,341
– – 0.06% 197
2024
Q1 		$404K Hold
3,341
– – 0.06% 178
2023
Q4 		$373K Hold
3,341
– – 0.06% 162
2023
Q3 		$345K Sell
3,341
-34
-1% -$3.65K 0.04% 181
2023
Q2 		$358K Buy
+3,375
New +$354K 0.05% 191

Other funds holding VYM

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aaron Wealth Advisors's VYM Position: Q2 2026 in Review

Aaron Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,888 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #310.

Aaron Wealth Advisors first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aaron Wealth Advisors held 4,888 shares of Vanguard High Dividend Yield ETF worth $772K as of Q2 2026.
  • Aaron Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.