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B.O.S.S. Retirement Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-1,805
Closed -$267K – 191
2026
Q1 		$267K Sell
1,805
-3,613
-67% -$543K 0.08% 140
2025
Q4 		$778K Sell
5,418
-11,147
-67% -$1.59M 0.24% 74
2025
Q3 		$2.33M Sell
16,565
-2,701
-14% -$371K 0.56% 37
2025
Q2 		$2.57M Buy
19,266
+672
+4% +$85.1K 0.64% 35
2025
Q1 		$2.4M Buy
18,594
+693
+4% +$90.7K 0.7% 33
2024
Q4 		$2.28M Buy
17,901
+14,317
+399% +$1.87M 0.64% 36
2024
Q3 		$459K Buy
3,584
+1,795
+100% +$222K 0.09% 155
2024
Q2 		$212K Buy
+1,789
New +$212K 0.05% 164
2024
Q1 		– Sell
-11,714
Closed -$1.31M – 238
2023
Q4 		$1.31M Buy
11,714
+1,157
+11% +$122K 0.25% 137
2023
Q3 		$1.09M Buy
10,557
+832
+9% +$89.3K 0.23% 156
2023
Q2 		$1.03M Buy
9,725
+1,637
+20% +$172K 0.22% 159
2023
Q1 		$853K Buy
8,088
+1,145
+16% +$123K 0.2% 151
2022
Q4 		$751K Buy
+6,943
New +$739K 0.19% 150

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

B.O.S.S. Retirement Advisors's VYM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,805 shares — an estimated $267K sold.

B.O.S.S. Retirement Advisors first reported a position in VYM in Q4 2022 and held it in 13 quarters. The position peaked at $2.57M in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,805 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $267K.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 13 quarters.
  • B.O.S.S. Retirement Advisors's Vanguard High Dividend Yield ETF position peaked at $2.57M in Q2 2025.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.