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Approach Retirement Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Approach Retirement 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 		$365K Buy
2,307
+28
+1% +$4.38K 0.26% 61
2026
Q1 		$338K Buy
2,279
+11
+0.5% +$1.65K 0.28% 60
2025
Q4 		$326K Buy
+2,268
New +$323K 0.28% 64

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Approach Retirement Advisors's VYM Position: Q2 2026 in Review

Approach Retirement Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, buying an estimated $4.38K and bringing the position to 2,307 shares worth $365K. The position accounts for 0.26% of the portfolio, ranked #61.

Approach Retirement Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Approach Retirement Advisors held 2,307 shares of Vanguard High Dividend Yield ETF worth $365K as of Q2 2026.
  • Approach Retirement Advisors bought 28 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.38K.
  • Vanguard High Dividend Yield ETF made up 0.26% of Approach Retirement Advisors's portfolio in Q2 2026, its #61 holding.
  • Approach Retirement Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.