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Asset Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Asset Advisory Group’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 		$465K Buy
2,942
+7
+0.2% +$1.09K 0.2% 78
2026
Q1 		$435K Buy
2,935
+6
+0.2% +$902 0.22% 74
2025
Q4 		$420K Buy
+2,929
New +$417K 0.21% 77

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Asset Advisory Group's VYM Position: Q2 2026 in Review

Asset Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.24% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,942 shares worth $465K. The position accounts for 0.2% of the portfolio, ranked #78.

Asset Advisory Group first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Asset Advisory Group held 2,942 shares of Vanguard High Dividend Yield ETF worth $465K as of Q2 2026.
  • Asset Advisory Group bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard High Dividend Yield ETF made up 0.2% of Asset Advisory Group's portfolio in Q2 2026, its #78 holding.
  • Asset Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.