Annis Gardner Whiting Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-280	Closed	-$41.5K	–	1240
2026 Q1	$41.5K	Sell	280 -70	-20%	-$10.5K	0.01%	607
2025 Q4	$50.2K	Hold	350	–	–	0.01%	529
2025 Q3	$49.3K	Sell	350 -40	-10%	-$5.5K	0.01%	504
2025 Q2	$52K	Buy	+390	New	+$49.4K	0.02%	413
2024 Q4	–	Sell	-8,120	Closed	-$1.04M	–	812
2024 Q3	$1.04M	Buy	+8,120	New	+$1M	0.29%	64

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

Annis Gardner Whiting Capital Advisors's VYM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 280 shares — an estimated $41.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VYM in Q3 2024 and held it in 5 quarters. The position peaked at $1.04M in Q3 2024. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 280 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $41.5K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $1.04M in Q3 2024.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.