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Advisor OS’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advisor OS’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 		$3.99M Sell
25,233
-505
-2% -$78.9K 0.27% 63
2026
Q1 		$3.81M Sell
25,738
-2,501
-9% -$376K 0.28% 60
2025
Q4 		$4.05M Sell
28,239
-3,093
-10% -$440K 0.33% 51
2025
Q3 		$4.42M Buy
31,332
+503
+2% +$69.1K 0.38% 38
2025
Q2 		$4.11M Buy
30,829
+702
+2% +$88.9K 0.4% 37
2025
Q1 		$3.89M Buy
30,127
+3,779
+14% +$495K 0.44% 37
2024
Q4 		$3.36M Buy
26,348
+357
+1% +$46.6K 0.39% 43
2024
Q3 		$3.33M Buy
25,991
+48
+0.2% +$5.93K 0.33% 51
2024
Q2 		$3.08M Buy
25,943
+140
+0.5% +$16.6K 0.34% 52
2024
Q1 		$3.12M Buy
25,803
+2,914
+13% +$334K 0.36% 51
2023
Q4 		$2.56M Sell
22,889
-1,976
-8% -$208K 0.33% 46
2023
Q3 		$2.57M Buy
24,865
+341
+1% +$36.6K 0.39% 46
2023
Q2 		$2.6M Buy
24,524
+7,166
+41% +$752K 0.43% 46
2023
Q1 		$1.83M Buy
+17,358
New +$1.87M 0.44% 55

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

Advisor OS's VYM Position: Q2 2026 in Review

Advisor OS reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $78.9K and leaving 25,233 shares worth $3.99M. The position accounts for 0.27% of the portfolio, ranked #63.

Advisor OS first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.42M in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Advisor OS held 25,233 shares of Vanguard High Dividend Yield ETF worth $3.99M as of Q2 2026.
  • Advisor OS sold 505 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $78.9K.
  • Vanguard High Dividend Yield ETF made up 0.27% of Advisor OS's portfolio in Q2 2026, its #63 holding.
  • Advisor OS first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's Vanguard High Dividend Yield ETF position peaked at $4.42M in Q3 2025.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.