Alpha Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Alpha Financial Partners’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	$282K	Sell	1,782 -9	-0.5%	-$1.41K	0.15%	84
2026 Q1	$265K	Sell	1,791 -25	-1%	-$3.76K	0.16%	81
2025 Q4	$261K	Buy	+1,816	New	+$258K	0.16%	76
2024 Q4	–	Sell	-3,647	Closed	-$468K	–	162
2024 Q3	$468K	Buy	+3,647	New	+$450K	0.33%	56
2024 Q1	–	Sell	-2,073	Closed	-$231K	–	87
2023 Q4	$231K	Hold	2,073	–	–	0.23%	64
2023 Q3	$214K	Sell	2,073 -694	-25%	-$74.5K	0.25%	78
2023 Q2	$294K	Buy	+2,767	New	+$290K	0.31%	68

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

Alpha Financial Partners's VYM Position: Q2 2026 in Review

Alpha Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q2 2026, selling an estimated $1.41K and leaving 1,782 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #84.

Alpha Financial Partners first reported a position in VYM in Q2 2023 and has held it in 7 quarters since. The position peaked at $468K in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Alpha Financial Partners held 1,782 shares of Vanguard High Dividend Yield ETF worth $282K as of Q2 2026.
Alpha Financial Partners sold 9 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.41K.
Vanguard High Dividend Yield ETF made up 0.15% of Alpha Financial Partners's portfolio in Q2 2026, its #84 holding.
Alpha Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 7 quarters since.
Alpha Financial Partners's Vanguard High Dividend Yield ETF position peaked at $468K in Q3 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.