AWM
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Axxcess Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Axxcess Wealth Management’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 		$12.1M Sell
76,795
-628
-0.8% -$98.1K 0.19% 110
2026
Q1 		$11.5M Buy
77,423
+873
+1% +$131K 0.37% 64
2025
Q4 		$11M Buy
76,550
+68,789
+886% +$9.78M 0.19% 107
2025
Q3 		$1.09M Buy
7,761
+74
+1% +$10.2K 0.02% 426
2025
Q2 		$1.02M Buy
7,687
+940
+14% +$119K 0.02% 422
2025
Q1 		$870K Sell
6,747
-603
-8% -$78.9K 0.02% 428
2024
Q4 		$938K Buy
7,350
+5,128
+231% +$669K 0.02% 412
2024
Q3 		$285K Buy
2,222
+269
+14% +$33.2K 0.01% 703
2024
Q2 		$232K Buy
+1,953
New +$232K 0.01% 738
2023
Q4 		– Sell
-1,978
Closed -$204K – 942
2023
Q3 		$204K Buy
1,978
+76
+4% +$8.15K 0.01% 727
2023
Q2 		$202K Sell
1,902
-208
-10% -$21.8K 0.01% 553
2023
Q1 		$223K Sell
2,110
-1,988
-49% -$214K 0.02% 558
2022
Q4 		$443K Sell
4,098
-4,370
-52% -$465K 0.04% 380
2022
Q3 		$803K Buy
8,468
+1,958
+30% +$204K 0.08% 223
2022
Q2 		$662K Buy
6,510
+1,848
+40% +$200K 0.06% 254
2022
Q1 		$523K Buy
4,662
+1,559
+50% +$174K 0.04% 349
2021
Q4 		$348K Buy
+3,103
New +$338K 0.03% 445

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's VYM Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.81% in Q2 2026, selling an estimated $98.1K and leaving 76,795 shares worth $12.1M. The position accounts for 0.19% of the portfolio, ranked #110.

Axxcess Wealth Management first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Axxcess Wealth Management held 76,795 shares of Vanguard High Dividend Yield ETF worth $12.1M as of Q2 2026.
  • Axxcess Wealth Management sold 628 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $98.1K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Axxcess Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.