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

ARQ 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	$1.11M	Buy	+6,861	New	+$1.07M	0.14%	114
2025 Q1	–	Sell	-17,226	Closed	-$2.2M	–	107
2024 Q4	$2.2M	Buy	17,226 +1,539	+10%	+$201K	0.84%	33
2024 Q3	$2M	Buy	15,687 +877	+6%	+$108K	0.76%	33
2024 Q2	$1.76M	Buy	14,810 +1,063	+8%	+$126K	0.76%	33
2024 Q1	$1.66M	Buy	13,747 +781	+6%	+$89.5K	0.72%	31
2023 Q4	$1.45M	Buy	+12,966	New	+$1.36M	0.86%	27
2023 Q3	–	Sell	-17,326	Closed	-$1.84M	–	67
2023 Q2	$1.84M	Buy	+17,326	New	+$1.82M	1.19%	23
2022 Q3	–	Sell	-10,516	Closed	-$1.07M	–	53
2022 Q2	$1.07M	Buy	10,516 +172	+2%	+$18.6K	0.76%	29
2022 Q1	$1.16M	Buy	10,344 +943	+10%	+$105K	0.78%	27
2021 Q4	$1.05M	Sell	9,401 -344	-4%	-$37.4K	0.75%	25
2021 Q3	$1.01M	Buy	9,745 +386	+4%	+$40.8K	0.65%	26
2021 Q2	$981K	Buy	9,359 +455	+5%	+$47.8K	0.63%	27
2021 Q1	$900K	Buy	8,904 +731	+9%	+$70.5K	0.58%	26
2020 Q4	$748K	Sell	8,173 -16,616	-67%	-$1.44M	0.47%	27
2020 Q3	$2.01M	Buy	24,789 +925	+4%	+$75.8K	1.93%	16
2020 Q2	$1.88M	Buy	+23,864	New	+$1.86M	1.83%	16

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

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

ARQ Wealth Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 6,861 shares worth $1.11M. The stake represents 0.14% of the portfolio and ranks #114 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in VYM as recently as Q4 2024.

ARQ Wealth Advisors first reported a position in VYM in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.2M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

ARQ Wealth Advisors held 6,861 shares of Vanguard High Dividend Yield ETF worth $1.11M as of Q2 2026.
Vanguard High Dividend Yield ETF was a new ARQ Wealth Advisors position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.14% of ARQ Wealth Advisors's portfolio in Q2 2026, its #114 holding.
ARQ Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 16 quarters since.
ARQ Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.2M in Q4 2024.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.