Atwood & Palmer’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atwood & Palmer’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	$370K	Buy	2,341 +13	+0.6%	+$2.03K	0.02%	131
2026 Q1	$345K	Buy	2,328 +2,129	+1,070%	+$320K	0.02%	129
2025 Q4	$28.5K	Buy	199 +2	+1%	+$284	﹤0.01%	291
2025 Q3	$27.8K	Buy	197 +1	+0.5%	+$137	﹤0.01%	301
2025 Q2	$26.1K	Buy	+196	New	+$24.8K	﹤0.01%	293
2023 Q1	–	Sell	-615	Closed	-$66.5K	–	393
2022 Q4	$66.5K	Buy	+615	New	+$65.4K	0.01%	197
2015 Q1	–	Sell	-450	Closed	-$31K	–	349
2014 Q4	$31K	Hold	450	–	–	0.01%	223
2014 Q3	$30K	Buy	+450	New	+$30K	0.01%	233

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's VYM Position: Q2 2026 in Review

Atwood & Palmer increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.56% in Q2 2026, buying an estimated $2.03K and bringing the position to 2,341 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #131.

Atwood & Palmer first reported a position in VYM in Q3 2014 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Atwood & Palmer held 2,341 shares of Vanguard High Dividend Yield ETF worth $370K as of Q2 2026.
Atwood & Palmer bought 13 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.03K.
Vanguard High Dividend Yield ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #131 holding.
Atwood & Palmer first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 8 quarters since.
556 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.