Auto-Owners Insurance’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Auto-Owners Insurance’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	$114M	Sell	724,200 -311,500	-30%	-$48.7M	2.58%	9
2026 Q1	$153M	Hold	1,035,700	–	–	3.21%	8
2025 Q4	$149M	Buy	1,035,700 +311,500	+43%	+$44.3M	3.12%	8
2025 Q3	$102M	Hold	724,200	–	–	2.64%	9
2025 Q2	$96.5M	Buy	724,200 +402,667	+125%	+$51M	2.15%	11
2025 Q1	$40.6M	Sell	321,533 -714,167	-69%	-$93.5M	1.07%	22
2024 Q4	$132M	Buy	1,035,700 +311,500	+43%	+$40.6M	3%	7
2024 Q3	$92.8M	Hold	724,200	–	–	2.27%	13
2024 Q2	$85.9M	Hold	724,200	–	–	2.27%	10
2024 Q1	$87.6M	Hold	724,200	–	–	2.32%	11
2023 Q4	$80.8M	Hold	724,200	–	–	2.45%	10
2023 Q3	$74.8M	Hold	724,200	–	–	2.5%	10
2023 Q2	$76.8M	Hold	724,200	–	–	2.49%	9
2023 Q1	$76.4M	Hold	724,200	–	–	2.63%	9
2022 Q4	$78.3M	Buy	+724,200	New	+$77.1M	2.86%	9

Other funds holding VYM

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return