Advisornet Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3M | Sell |
130,154
-11,578
| -8% | -$1.74M | 1% | 23 |
|
|
2025
Q4 | $20.3M | Sell |
141,732
-5,834
| -4% | -$830K | 1.08% | 24 |
|
|
2025
Q3 | $20.8M | Buy |
147,566
+22,452
| +18% | +$3.09M | 1.18% | 19 |
|
|
2025
Q2 | $16.7M | Buy |
125,114
+83,474
| +200% | +$10.6M | 1.08% | 23 |
|
|
2025
Q1 | $5.37M | Buy |
41,640
+9,400
| +29% | +$1.23M | 0.4% | 53 |
|
|
2024
Q4 | $4.11M | Buy |
32,240
+5,121
| +19% | +$668K | 0.34% | 64 |
|
|
2024
Q3 | $3.48M | Buy |
27,119
+7,290
| +37% | +$900K | 0.26% | 92 |
|
|
2024
Q2 | $2.35M | Buy |
19,829
+3,982
| +25% | +$472K | 0.21% | 110 |
|
|
2024
Q1 | $1.92M | Sell |
15,847
-820
| -5% | -$94K | 0.18% | 129 |
|
|
2023
Q4 | $1.86M | Buy |
16,667
+784
| +5% | +$82.4K | 0.17% | 135 |
|
|
2023
Q3 | $1.64M | Buy |
15,883
+1,676
| +12% | +$180K | 0.15% | 146 |
|
|
2023
Q2 | $1.51M | Buy |
14,207
+742
| +6% | +$77.8K | 0.13% | 167 |
|
|
2023
Q1 | $1.42M | Sell |
13,465
-218
| -2% | -$23.4K | 0.13% | 163 |
|
|
2022
Q4 | $1.48M | Buy |
13,683
+3,337
| +32% | +$355K | 0.15% | 156 |
|
|
2022
Q3 | $982K | Buy |
10,346
+1,444
| +16% | +$150K | 0.1% | 213 |
|
|
2022
Q2 | $905K | Buy |
8,902
+3,464
| +64% | +$375K | 0.09% | 228 |
|
|
2022
Q1 | $610K | Buy |
5,438
+186
| +4% | +$20.7K | 0.04% | 338 |
|
|
2021
Q4 | $589K | Buy |
5,252
+1,028
| +24% | +$112K | 0.04% | 368 |
|
|
2021
Q3 | $437K | Sell |
4,224
-4,821
| -53% | -$510K | 0.03% | 389 |
|
|
2021
Q2 | $948K | Buy |
9,045
+9
| +0.1% | +$945 | 0.06% | 261 |
|
|
2021
Q1 | $913K | Sell |
9,036
-131
| -1% | -$12.6K | 0.07% | 254 |
|
|
2020
Q4 | $839K | Sell |
9,167
-8,983
| -49% | -$780K | 0.07% | 249 |
|
|
2020
Q3 | $1.47M | Sell |
18,150
-4,240
| -19% | -$347K | 0.13% | 168 |
|
|
2020
Q2 | $1.76M | Buy |
22,390
+1,035
| +5% | +$80.5K | 0.14% | 147 |
|
|
2020
Q1 | $1.51M | Buy |
21,355
+6,097
| +40% | +$524K | 0.14% | 141 |
|
|
2019
Q4 | $1.43M | Sell |
15,258
-1,381
| -8% | -$125K | 0.12% | 161 |
|
|
2019
Q3 | $1.48M | Buy |
16,639
+1,046
| +7% | +$91.5K | 0.14% | 152 |
|
|
2019
Q2 | $1.36M | Buy |
15,593
+10
| +0.1% | +$865 | 0.15% | 136 |
|
|
2019
Q1 | $1.33M | Sell |
15,583
-120
| -0.8% | -$10K | 0.16% | 134 |
|
|
2018
Q4 | $1.23M | Buy |
15,703
+680
| +5% | +$56.7K | 0.17% | 130 |
|
|
2018
Q3 | $1.31M | Sell |
15,023
-5,992
| -29% | -$518K | 0.16% | 127 |
|
|
2018
Q2 | $1.75M | Buy |
21,015
+2,609
| +14% | +$218K | 0.24% | 88 |
|
|
2018
Q1 | $1.52M | Buy |
18,406
+2,934
| +19% | +$252K | 0.21% | 99 |
|
|
2017
Q4 | $1.32M | Buy |
+15,472
| New | +$1.29M | 0.2% | 99 |
|
Other funds holding VYM
Advisornet Financial's VYM Position: Q1 2026 in Review
Advisornet Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.2% in Q1 2026, selling an estimated $1.74M and leaving 130,154 shares worth $19.3M. The position accounts for 1% of the portfolio, ranked #23.
Advisornet Financial first reported a position in VYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $20.8M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Advisornet Financial held 130,154 shares of Vanguard High Dividend Yield ETF worth $19.3M as of Q1 2026.
- Advisornet Financial sold 11,578 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.74M.
- Vanguard High Dividend Yield ETF made up 1% of Advisornet Financial's portfolio in Q1 2026, its #23 holding.
- Advisornet Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Vanguard High Dividend Yield ETF position peaked at $20.8M in Q3 2025.
- 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.