AWA
VYM icon

Arkadios Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Arkadios Wealth 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 		$38.6M Buy
244,299
+5,313
+2% +$830K 0.58% 27
2026
Q1 		$35.4M Buy
238,986
+33,755
+16% +$5.08M 0.58% 28
2025
Q4 		$29.5M Buy
205,231
+13,665
+7% +$1.94M 0.57% 30
2025
Q3 		$27M Buy
191,566
+18,530
+11% +$2.55M 0.65% 21
2025
Q2 		$23.1M Buy
173,036
+23,639
+16% +$2.99M 0.68% 23
2025
Q1 		$19.3M Buy
149,397
+133,204
+823% +$17.4M 0.73% 19
2024
Q4 		$2.07M Buy
16,193
+3,737
+30% +$487K 0.11% 180
2024
Q3 		$1.6M Sell
12,456
-556
-4% -$68.6K 0.09% 224
2024
Q2 		$1.54M Buy
13,012
+5,310
+69% +$630K 0.1% 204
2024
Q1 		$932K Sell
7,702
-3,150
-29% -$361K 0.07% 253
2023
Q4 		$1.21M Sell
10,852
-14,977
-58% -$1.57M 0.1% 191
2023
Q3 		$2.67M Buy
25,829
+23,144
+862% +$2.48M 0.25% 101
2023
Q2 		$285K Sell
2,685
-584
-18% -$61.3K 0.03% 460
2023
Q1 		$345K Buy
3,269
+501
+18% +$53.9K 0.04% 393
2022
Q4 		$299K Sell
2,768
-259
-9% -$27.6K 0.04% 406
2022
Q3 		$287K Buy
3,027
+645
+27% +$67.1K 0.04% 390
2022
Q2 		$242K Sell
2,382
-614
-20% -$66.5K 0.04% 457
2022
Q1 		$336K Sell
2,996
-83
-3% -$9.26K 0.04% 400
2021
Q4 		$345K Buy
3,079
+253
+9% +$27.5K 0.05% 410
2021
Q3 		$292K Sell
2,826
-61,406
-96% -$6.49M 0.04% 411
2021
Q2 		$6.73M Buy
64,232
+2,450
+4% +$257K 0.82% 14
2021
Q1 		$6.25M Buy
61,782
+5,557
+10% +$536K 1.03% 14
2020
Q4 		$5.14M Buy
56,225
+48,773
+654% +$4.24M 1.08% 17
2020
Q3 		$626K Sell
7,452
-22
-0.3% -$1.8K 0.31% 68
2020
Q2 		$600K Buy
7,474
+980
+15% +$76.2K 0.33% 64
2020
Q1 		$459K Sell
6,494
-666
-9% -$57.2K 0.29% 78
2019
Q4 		$676K Buy
+7,160
New +$649K 0.4% 57

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkadios Wealth Advisors's VYM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $830K and bringing the position to 244,299 shares worth $38.6M. The position accounts for 0.58% of the portfolio, ranked #27.

Arkadios Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Arkadios Wealth Advisors held 244,299 shares of Vanguard High Dividend Yield ETF worth $38.6M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,313 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $830K.
  • Vanguard High Dividend Yield ETF made up 0.58% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.