Atlas Legacy Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atlas Legacy 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	$11.5M	Sell	72,780 -33	-0%	-$5.16K	1.7%	13
2026 Q1	$10.8M	Buy	72,813 +2,063	+3%	+$310K	1.96%	13
2025 Q4	$10.2M	Buy	70,750 +2,707	+4%	+$385K	1.78%	14
2025 Q3	$9.59M	Sell	68,043 -5,154	-7%	-$708K	1.85%	13
2025 Q2	$9.76M	Buy	73,197 +1,983	+3%	+$251K	2.15%	10
2025 Q1	$9.18M	Sell	71,214 -2,402	-3%	-$314K	2.33%	9
2024 Q4	$9.39M	Buy	+73,616	New	+$9.6M	2.28%	16

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Legacy Advisors's VYM Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q2 2026, selling an estimated $5.16K and leaving 72,780 shares worth $11.5M. The position accounts for 1.7% of the portfolio, ranked #13.

Atlas Legacy Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Atlas Legacy Advisors held 72,780 shares of Vanguard High Dividend Yield ETF worth $11.5M as of Q2 2026.
Atlas Legacy Advisors sold 33 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.16K.
Vanguard High Dividend Yield ETF made up 1.7% of Atlas Legacy Advisors's portfolio in Q2 2026, its #13 holding.
Atlas Legacy Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.