Advyzon Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advyzon Investment 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	$1.18M	Buy	7,461 +405	+6%	+$63.3K	0.09%	228
2026 Q1	$1.05M	Buy	7,056 +2,770	+65%	+$416K	0.09%	220
2025 Q4	$615K	Buy	+4,286	New	+$610K	0.07%	269
2025 Q2	–	Sell	-1,689	Closed	-$218K	–	398
2025 Q1	$218K	Sell	1,689 -528	-24%	-$69.1K	0.08%	235
2024 Q4	$283K	Buy	+2,217	New	+$289K	0.11%	172

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advyzon Investment Management's VYM Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.7% in Q2 2026, buying an estimated $63.3K and bringing the position to 7,461 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #228.

Advyzon Investment Management first reported a position in VYM in Q4 2024 and has held it in 5 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Advyzon Investment Management held 7,461 shares of Vanguard High Dividend Yield ETF worth $1.18M as of Q2 2026.
Advyzon Investment Management bought 405 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $63.3K.
Vanguard High Dividend Yield ETF made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #228 holding.
Advyzon Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 5 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.