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Aurora Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aurora Private Wealth’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 		$299K Sell
1,892
-255
-12% -$39.9K 0.19% 124
2026
Q1 		$315K Sell
2,147
-320
-13% -$48.1K 0.22% 112
2025
Q4 		$353K Buy
+2,467
New +$351K 0.23% 102
2025
Q2 		$288K Buy
2,164
+14
+0.7% +$1.77K 0.21% 120
2025
Q1 		$277K Buy
+2,150
New +$281K 0.22% 111
2024
Q4 		– Sell
-2,589
Closed -$332K – 169
2024
Q3 		$332K Buy
2,589
+416
+19% +$51.4K 0.26% 99
2024
Q2 		$258K Sell
2,173
-96
-4% -$11.4K 0.23% 116
2024
Q1 		$274K Sell
2,269
-428
-16% -$49K 0.24% 111
2023
Q4 		$301K Sell
2,697
-45
-2% -$4.73K 0.28% 97
2023
Q3 		$283K Buy
2,742
+512
+23% +$54.9K 0.31% 93
2023
Q2 		$237K Sell
2,230
-402
-15% -$42.2K 0.27% 107
2023
Q1 		$278K Buy
2,632
+18
+0.7% +$1.94K 0.3% 106
2022
Q4 		$283K Sell
2,614
-199
-7% -$21.2K 0.32% 98
2022
Q3 		$267K Buy
2,813
+240
+9% +$25K 0.12% 123
2022
Q2 		$262K Buy
2,573
+17
+0.7% +$1.84K 0.12% 127
2022
Q1 		$287K Buy
2,556
+15
+0.6% +$1.67K 0.12% 141
2021
Q4 		$285K Buy
2,541
+20
+0.8% +$2.18K 0.12% 143
2021
Q3 		$261K Buy
+2,521
New +$267K 0.11% 171

Other funds holding VYM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aurora Private Wealth's VYM Position: Q2 2026 in Review

Aurora Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $39.9K and leaving 1,892 shares worth $299K. The position accounts for 0.19% of the portfolio, ranked #124.

Aurora Private Wealth first reported a position in VYM in Q3 2021 and has held it in 18 quarters since. The position peaked at $353K in Q4 2025. 833 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aurora Private Wealth held 1,892 shares of Vanguard High Dividend Yield ETF worth $299K as of Q2 2026.
  • Aurora Private Wealth sold 255 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $39.9K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Aurora Private Wealth's portfolio in Q2 2026, its #124 holding.
  • Aurora Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 18 quarters since.
  • Aurora Private Wealth's Vanguard High Dividend Yield ETF position peaked at $353K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.