AWM
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Abound Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Abound Wealth Management’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 		$176K Buy
1,113
+70
+7% +$10.9K 0.03% 109
2026
Q1 		$154K Buy
1,043
+12
+1% +$1.8K 0.04% 109
2025
Q4 		$148K Buy
1,031
+270
+35% +$38.4K 0.03% 108
2025
Q3 		$107K Buy
761
+750
+6,818% +$103K 0.03% 130
2025
Q2 		$1.49K Sell
11
-15
-58% -$1.9K ﹤0.01% 777
2025
Q1 		$3.38K Buy
+26
New +$3.4K ﹤0.01% 614
2024
Q4 		– Sell
-6
Closed -$775 – 1347
2024
Q3 		$775 Sell
6
-23
-79% -$2.84K ﹤0.01% 803
2024
Q2 		$3.46K Buy
+29
New +$3.44K ﹤0.01% 566
2024
Q1 		– Sell
-167
Closed -$18.7K – 1408
2023
Q4 		$18.7K Buy
+167
New +$17.5K 0.01% 276
2023
Q1 		– Sell
-32
Closed -$3.5K – 756
2022
Q4 		$3.5K Buy
+32
New +$3.4K ﹤0.01% 422

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

Abound Wealth Management's VYM Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.7% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,113 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #109.

Abound Wealth Management first reported a position in VYM in Q4 2022 and has held it in 10 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Abound Wealth Management held 1,113 shares of Vanguard High Dividend Yield ETF worth $176K as of Q2 2026.
  • Abound Wealth Management bought 70 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Abound Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 10 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.