Avantax Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$42M	Buy	314,722 +17,996	+6%	+$2.28M	0.23%	66
2025 Q1	$38.3M	Buy	296,726 +18,327	+7%	+$2.4M	0.23%	63
2024 Q4	$35.5M	Buy	278,399 +5,164	+2%	+$673K	0.22%	66
2024 Q3	$35M	Buy	273,235 +72	+0%	+$8.89K	0.23%	66
2024 Q2	$32.4M	Buy	273,163 +9,747	+4%	+$1.16M	0.23%	62
2024 Q1	$31.9M	Sell	263,416 -4,433	-2%	-$508K	0.28%	49
2023 Q4	$29.9M	Buy	267,849 +25,251	+10%	+$2.65M	0.3%	40
2023 Q3	$25.1M	Sell	242,598 -3,978	-2%	-$427K	0.28%	46
2023 Q2	$26.2M	Sell	246,576 -18,861	-7%	-$1.98M	0.3%	39
2023 Q1	$28M	Buy	265,437 +5,987	+2%	+$644K	0.34%	31
2022 Q4	$28.1M	Buy	259,450 +13,980	+6%	+$1.49M	0.37%	31
2022 Q3	$23.3M	Buy	245,470 +4,470	+2%	+$465K	0.36%	34
2022 Q2	$24.5M	Buy	241,000 +6,732	+3%	+$730K	0.37%	33
2022 Q1	$26.3M	Buy	234,268 +15,128	+7%	+$1.69M	0.36%	36
2021 Q4	$24.6M	Sell	219,140 -2,108	-1%	-$229K	0.37%	34
2021 Q3	$22.9M	Buy	221,248 +7,762	+4%	+$821K	0.38%	33
2021 Q2	$22.4M	Buy	213,486 +7,123	+3%	+$748K	0.41%	33
2021 Q1	$20.9M	Buy	206,363 +999	+0.5%	+$96.4K	0.45%	30
2020 Q4	$18.8M	Sell	205,364 -118,323	-37%	-$10.3M	0.45%	38
2020 Q3	$26.2M	Buy	323,687 +90,092	+39%	+$7.38M	0.42%	38
2020 Q2	$18.4M	Buy	233,595 +9,368	+4%	+$728K	0.53%	29
2020 Q1	$15.9M	Sell	224,227 -17,708	-7%	-$1.52M	0.47%	34
2019 Q4	$22.7M	Buy	241,935 +115,367	+91%	+$10.5M	0.53%	23
2019 Q3	$11.2M	Buy	126,568 +5,985	+5%	+$524K	0.45%	29
2019 Q2	$10.5M	Buy	120,583 +16,453	+16%	+$1.42M	0.46%	27
2019 Q1	$8.92M	Buy	104,130 +3,102	+3%	+$259K	0.47%	22
2018 Q4	$7.88M	Buy	+101,028	New	+$8.43M	1.32%	12

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's VYM Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.1% in Q2 2025, buying an estimated $2.28M and bringing the position to 314,722 shares worth $42M. The position accounts for 0.23% of the portfolio, ranked #66.

Avantax Advisory Services first reported a position in VYM in Q4 2018 and has held it in 27 quarters since. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Avantax Advisory Services held 314,722 shares of Vanguard High Dividend Yield ETF worth $42M as of Q2 2025.
Avantax Advisory Services bought 17,996 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $2.28M.
Vanguard High Dividend Yield ETF made up 0.23% of Avantax Advisory Services's portfolio in Q2 2025, its #66 holding.
Avantax Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 27 quarters since.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.