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Antonelli Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Antonelli Financial 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 		$2.58M Sell
16,305
-412
-2% -$64.4K 1.77% 15
2026
Q1 		$2.48M Sell
16,717
-4,640
-22% -$698K 1.71% 13
2025
Q4 		$3.06M Buy
21,357
+3,425
+19% +$487K 2.02% 13
2025
Q3 		$2.53M Sell
17,932
-584
-3% -$80.2K 1.72% 14
2025
Q2 		$2.47M Sell
18,516
-2,194
-11% -$278K 1.78% 14
2025
Q1 		$2.67M Buy
20,710
+1,274
+7% +$167K 2.15% 14
2024
Q4 		$2.48M Buy
+19,436
New +$2.53M 2.1% 15

Other funds holding VYM

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Antonelli Financial Advisors's VYM Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2026, selling an estimated $64.4K and leaving 16,305 shares worth $2.58M. The position accounts for 1.77% of the portfolio, ranked #15.

Antonelli Financial Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q4 2025. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Antonelli Financial Advisors held 16,305 shares of Vanguard High Dividend Yield ETF worth $2.58M as of Q2 2026.
  • Antonelli Financial Advisors sold 412 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $64.4K.
  • Vanguard High Dividend Yield ETF made up 1.77% of Antonelli Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Antonelli Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Antonelli Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $3.06M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.