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

Accel 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 		$6.22M Buy
39,373
+211
+0.5% +$33K 1.4% 17
2026
Q1 		$5.8M Sell
39,162
-89
-0.2% -$13.4K 1.51% 15
2025
Q4 		$5.63M Sell
39,251
-314
-0.8% -$44.7K 1.54% 15
2025
Q3 		$5.58M Sell
39,565
-558
-1% -$76.7K 1.62% 13
2025
Q2 		$5.35M Sell
40,123
-66
-0.2% -$8.36K 1.79% 12
2025
Q1 		$5.18M Sell
40,189
-3,162
-7% -$414K 1.87% 11
2024
Q4 		$5.53M Sell
43,351
-1,817
-4% -$237K 2.1% 8
2024
Q3 		$5.79M Sell
45,168
-424
-0.9% -$52.3K 2.16% 6
2024
Q2 		$5.41M Sell
45,592
-90
-0.2% -$10.7K 2.16% 6
2024
Q1 		$5.53M Buy
45,682
+426
+0.9% +$48.8K 2.35% 5
2023
Q4 		$5.05M Buy
45,256
+152
+0.3% +$16K 2.54% 4
2023
Q3 		$4.66M Sell
45,104
-22
-0% -$2.36K 2.6% 5
2023
Q2 		$4.79M Buy
45,126
+421
+0.9% +$44.2K 2.63% 5
2023
Q1 		$4.72M Buy
44,705
+579
+1% +$62.3K 1.93% 4
2022
Q4 		$4.77M Sell
44,126
-1,386
-3% -$147K 2.29% 5
2022
Q3 		$4.57M Sell
45,512
-494
-1% -$51.4K 2.44% 3
2022
Q2 		$4.69M Sell
46,006
-54
-0.1% -$5.85K 2.69% 3
2022
Q1 		$5.19M Sell
46,060
-125
-0.3% -$13.9K 2.68% 3
2021
Q4 		$5.18M Sell
46,185
-101
-0.2% -$11K 2.54% 3
2021
Q3 		$4.78M Sell
46,286
-17
-0% -$1.8K 3.09% 2
2021
Q2 		$4.85M Sell
46,303
-82
-0.2% -$8.61K 3.22% 2
2021
Q1 		$4.69M Buy
46,385
+58
+0.1% +$5.59K 3.8% 1
2020
Q4 		$4.24M Buy
+46,327
New +$4.02M 3.95% 1

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q2 2026, buying an estimated $33K and bringing the position to 39,373 shares worth $6.22M. The position accounts for 1.4% of the portfolio, ranked #17.

Accel Wealth Management first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Accel Wealth Management held 39,373 shares of Vanguard High Dividend Yield ETF worth $6.22M as of Q2 2026.
  • Accel Wealth Management bought 211 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33K.
  • Vanguard High Dividend Yield ETF made up 1.4% of Accel Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Accel Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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