Apella Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Apella Capital’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	$41.8M	Sell	259,947 -15,406	-6%	-$2.41M	0.59%	45
2026 Q1	$42.7M	Sell	275,353 -14,090	-5%	-$2.12M	0.63%	41
2025 Q4	$41.5M	Buy	289,443 +8,864	+3%	+$1.26M	0.82%	27
2025 Q3	$39.1M	Buy	280,579 +211,809	+308%	+$29.1M	0.87%	26
2025 Q2	$9.27M	Buy	68,770 +61,939	+907%	+$7.85M	0.25%	74
2025 Q1	$838K	Buy	6,831 +554	+9%	+$72.5K	0.03%	206
2024 Q4	$801K	Buy	6,277 +5	+0.1%	+$652	0.03%	185
2024 Q3	$803K	Buy	6,272 +396	+7%	+$48.9K	0.03%	173
2024 Q2	$698K	Buy	5,876 +6	+0.1%	+$711	0.03%	181
2024 Q1	$702K	Sell	5,870 -652	-10%	-$74.7K	0.04%	166
2023 Q4	$728K	Buy	6,522 +6	+0.1%	+$630	0.04%	156
2023 Q3	$673K	Buy	6,516 +313	+5%	+$33.6K	0.05%	145
2023 Q2	$658K	Buy	+6,203	New	+$651K	0.05%	150
2022 Q4	$648K	Buy	5,985 +30	+0.5%	+$3.19K	0.06%	138
2022 Q3	$565K	Buy	5,955 +27	+0.5%	+$2.81K	0.07%	121
2022 Q2	$603K	Buy	5,928 +1,085	+22%	+$118K	0.07%	123
2022 Q1	$544K	Buy	4,843 +902	+23%	+$101K	0.08%	125
2021 Q4	$442K	Sell	3,941 -29	-0.7%	-$3.15K	0.06%	136
2021 Q3	$410K	Sell	3,970 -1	-0%	-$106	0.06%	140
2021 Q2	$416K	Buy	+3,971	New	+$417K	0.07%	150

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Apella Capital's VYM Position: Q2 2026 in Review

Apella Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, selling an estimated $2.41M and leaving 259,947 shares worth $41.8M. The position accounts for 0.59% of the portfolio, ranked #45.

Apella Capital first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $42.7M in Q1 2026. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Apella Capital held 259,947 shares of Vanguard High Dividend Yield ETF worth $41.8M as of Q2 2026.
Apella Capital sold 15,406 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.41M.
Vanguard High Dividend Yield ETF made up 0.59% of Apella Capital's portfolio in Q2 2026, its #45 holding.
Apella Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
Apella Capital's Vanguard High Dividend Yield ETF position peaked at $42.7M in Q1 2026.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.