American Institute for Advanced Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

American Institute for Advanced 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	$548K	Sell	3,465 -300	-8%	-$46.9K	0.32%	90
2026 Q1	$558K	Hold	3,765	–	–	0.36%	79
2025 Q4	$540K	Hold	3,765	–	–	0.35%	77
2025 Q3	$531K	Hold	3,765	–	–	0.35%	77
2025 Q2	$502K	Hold	3,765	–	–	0.36%	77
2025 Q1	$486K	Buy	3,765 +1,720	+84%	+$225K	0.37%	75
2024 Q4	$261K	Hold	2,045	–	–	0.19%	114
2024 Q3	$262K	Buy	2,045 +275	+16%	+$33.9K	0.19%	121
2024 Q2	$210K	Hold	1,770	–	–	0.16%	130
2024 Q1	$214K	Buy	+1,770	New	+$203K	0.17%	124

Other funds holding VYM

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

American Institute for Advanced Investment Management's VYM Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8% in Q2 2026, selling an estimated $46.9K and leaving 3,465 shares worth $548K. The position accounts for 0.32% of the portfolio, ranked #90.

American Institute for Advanced Investment Management first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $558K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

American Institute for Advanced Investment Management held 3,465 shares of Vanguard High Dividend Yield ETF worth $548K as of Q2 2026.
American Institute for Advanced Investment Management sold 300 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $46.9K.
Vanguard High Dividend Yield ETF made up 0.32% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #90 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
American Institute for Advanced Investment Management's Vanguard High Dividend Yield ETF position peaked at $558K in Q1 2026.
1,642 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.