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Angeles Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Angeles Investment Advisors’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 		$19.7M Buy
+124,515
New +$19.5M 1.18% 10
2025
Q1 		– Sell
-130,200
Closed -$16.6M – 190
2024
Q4 		$16.6M Hold
130,200
– – 0.8% 15
2024
Q3 		$16.7M Hold
130,200
– – 0.85% 14
2024
Q2 		$15.4M Hold
130,200
– – 0.79% 18
2024
Q1 		$15.8M Hold
130,200
– – 0.84% 17
2023
Q4 		$14.5M Sell
130,200
-25,800
-17% -$2.71M 0.88% 18
2023
Q3 		$16.1M Hold
156,000
– – 1.26% 14
2023
Q2 		$16.5M Hold
156,000
– – 1.4% 7
2023
Q1 		$16.5M Sell
156,000
-12,000
-7% -$1.29M 1.35% 13
2022
Q4 		$18.2M Hold
168,000
– – 1.56% 11
2022
Q3 		$15.9M Sell
168,000
-13,000
-7% -$1.35M 1.66% 9
2022
Q2 		$18.4M Hold
181,000
– – 1.68% 9
2022
Q1 		$20.3M Buy
181,000
+33,650
+23% +$3.75M 1.4% 11
2021
Q4 		$16.5M Sell
147,350
-1
-0% -$109 0.82% 19
2021
Q3 		$15.2M Buy
147,351
+1
+0% +$106 0.89% 19
2021
Q2 		$15.4M Buy
147,350
+142,200
+2,761% +$14.9M 0.96% 16
2021
Q1 		$521K Hold
5,150
– – 0.04% 79
2020
Q4 		$471K Hold
5,150
– – 0.05% 79
2020
Q3 		$417K Buy
+5,150
New +$422K 0.05% 73

Other funds holding VYM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Angeles Investment Advisors's VYM Position: Q2 2026 in Review

Angeles Investment Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 124,515 shares worth $19.7M. The stake represents 1.18% of the portfolio and ranks #10 among its holdings. This is a return to the name: Angeles Investment Advisors previously reported a position in VYM as recently as Q4 2024.

Angeles Investment Advisors first reported a position in VYM in Q3 2020 and has held it in 19 quarters since. The position peaked at $20.3M in Q1 2022. 815 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Angeles Investment Advisors held 124,515 shares of Vanguard High Dividend Yield ETF worth $19.7M as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Angeles Investment Advisors position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 1.18% of Angeles Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Angeles Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 19 quarters since.
  • Angeles Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $20.3M in Q1 2022.
  • 815 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.