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Access Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Access Financial Services’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 		$871K Hold
5,509
– – 0.29% 53
2026
Q1 		$816K Sell
5,509
-52
-0.9% -$7.82K 0.29% 55
2025
Q4 		$798K Sell
5,561
-2,152
-28% -$306K 0.29% 57
2025
Q3 		$1.09M Sell
7,713
-4,049
-34% -$556K 0.39% 48
2025
Q2 		$1.57M Sell
11,762
-145
-1% -$18.4K 0.59% 35
2025
Q1 		$1.54M Buy
11,907
+460
+4% +$60.2K 0.62% 37
2024
Q4 		$1.46M Hold
11,447
– – 0.65% 38
2024
Q3 		$1.47M Sell
11,447
-55
-0.5% -$6.79K 0.67% 41
2024
Q2 		$1.36M Hold
11,502
– – 0.62% 47
2024
Q1 		$1.39M Hold
11,502
– – 0.62% 52
2023
Q4 		$1.28M Sell
11,502
-704
-6% -$74K 0.66% 48
2023
Q3 		$1.26M Hold
12,206
– – 0.76% 47
2023
Q2 		$1.29M Sell
12,206
-127
-1% -$13.3K 0.75% 44
2023
Q1 		$1.3M Sell
12,333
-1,011
-8% -$109K 0.79% 38
2022
Q4 		$1.44M Sell
13,344
-2,062
-13% -$219K 0.88% 30
2022
Q3 		$1.46M Hold
15,406
– – 0.95% 21
2022
Q2 		$1.57M Sell
15,406
-530
-3% -$57.4K 0.9% 24
2022
Q1 		$1.79M Buy
15,936
+36
+0.2% +$4.01K 0.85% 26
2021
Q4 		$1.78M Sell
15,900
-788
-5% -$85.7K 0.8% 36
2021
Q3 		$1.73M Sell
16,688
-408
-2% -$43.1K 0.78% 36
2021
Q2 		$1.79M Sell
17,096
-2,680
-14% -$281K 0.83% 38
2021
Q1 		$2M Sell
19,776
-542
-3% -$52.3K 0.94% 31
2020
Q4 		$1.86M Sell
20,318
-5,040
-20% -$438K 0.91% 32
2020
Q3 		$2.05M Sell
25,358
-6,073
-19% -$497K 1.11% 22
2020
Q2 		$2.48M Sell
31,431
-35,327
-53% -$2.75M 1.63% 10
2020
Q1 		$4.72M Sell
66,758
-14,627
-18% -$1.26M 3.76% 6
2019
Q4 		$7.63M Sell
81,385
-1,703
-2% -$154K 4.42% 6
2019
Q3 		$7.37M Sell
83,088
-1,985
-2% -$174K 5.25% 5
2019
Q2 		$7.43M Buy
85,073
+6,055
+8% +$524K 5.67% 3
2019
Q1 		$6.77M Buy
79,018
+25,460
+48% +$2.13M 5.33% 3
2018
Q4 		$4.18M Buy
53,558
+20,365
+61% +$1.7M 3.72% 6
2018
Q3 		$2.89M Sell
33,193
-4,175
-11% -$361K 1.98% 8
2018
Q2 		$3.1M Sell
37,368
-635
-2% -$53.2K 2.19% 7
2018
Q1 		$3.13M Buy
38,003
+6,053
+19% +$520K 2.31% 6
2017
Q4 		$2.74M Buy
31,950
+13,265
+71% +$1.11M 1.89% 11
2017
Q3 		$1.51M Buy
18,685
+3,475
+23% +$276K 1.16% 23
2017
Q2 		$1.19M Sell
15,210
-2,165
-12% -$169K 0.97% 35
2017
Q1 		$1.35M Buy
17,375
+685
+4% +$52.9K 1.14% 24
2016
Q4 		$1.26M Buy
+16,690
New +$1.22M 1.15% 17

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

Access Financial Services's VYM Position: Q2 2026 in Review

Access Financial Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 5,509 shares worth $871K. The position accounts for 0.29% of the portfolio, ranked #53.

Access Financial Services first reported a position in VYM in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.63M in Q4 2019. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Access Financial Services held 5,509 shares of Vanguard High Dividend Yield ETF worth $871K as of Q2 2026.
  • Access Financial Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.29% of Access Financial Services's portfolio in Q2 2026, its #53 holding.
  • Access Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's Vanguard High Dividend Yield ETF position peaked at $7.63M in Q4 2019.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.