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B. Riley Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

B. Riley Wealth 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 		$3.89M Buy
24,563
+14,419
+142% +$2.25M 0.21% 109
2026
Q1 		$1.48M Sell
10,144
-527
-5% -$79.2K 0.09% 209
2025
Q4 		$1.53M Buy
10,671
+168
+2% +$23.9K 0.07% 255
2025
Q3 		$1.48M Sell
10,503
-232
-2% -$31.9K 0.07% 256
2025
Q2 		$1.43M Buy
+10,735
New +$1.36M 0.07% 270
2024
Q4 		$3.43M Sell
26,875
-5,093
-16% -$664K 0.11% 187
2024
Q3 		$4.09M Sell
31,968
-2,474
-7% -$305K 0.11% 185
2024
Q2 		$4.08M Sell
34,442
-8,224
-19% -$975K 0.1% 193
2024
Q1 		$4.41M Sell
42,666
-102
-0.2% -$11.7K 0.12% 175
2023
Q4 		$4.77M Buy
42,768
+102
+0.2% +$10.7K 0.13% 173
2023
Q3 		$4.41M Sell
42,666
-5,328
-11% -$572K 0.12% 175
2023
Q2 		$5.09M Sell
47,994
-356
-0.7% -$37.3K 0.11% 183
2023
Q1 		$5.1M Buy
48,350
+3,429
+8% +$369K 0.14% 169
2022
Q4 		$4.86M Buy
44,921
+7,290
+19% +$776K 0.14% 170
2022
Q3 		$3.57M Buy
37,631
+9,496
+34% +$988K 0.11% 196
2022
Q2 		$2.86M Sell
28,135
-28,398
-50% -$3.08M 0.12% 172
2022
Q1 		$6.35M Buy
56,533
+47
+0.1% +$5.24K 0.21% 107
2021
Q4 		$6.33M Buy
56,486
+570
+1% +$62K 0.18% 114
2021
Q3 		$5.78M Sell
55,916
-1,080
-2% -$114K 0.18% 118
2021
Q2 		$5.97M Sell
56,996
-324
-0.6% -$34K 0.19% 114
2021
Q1 		$5.79M Buy
57,320
+43,248
+307% +$4.17M 0.2% 112
2020
Q4 		$1.29M Sell
14,072
-1,769
-11% -$154K 0.07% 273
2020
Q3 		$1.28M Sell
15,841
-289
-2% -$23.7K 0.07% 271
2020
Q2 		$1.27M Sell
16,130
-480
-3% -$37.3K 0.08% 236
2020
Q1 		$1.18M Buy
16,610
+3,819
+30% +$328K 0.1% 209
2019
Q4 		$1.2M Sell
12,791
-1,901
-13% -$172K 0.1% 217
2019
Q3 		$1.3M Buy
14,692
+1,296
+10% +$113K 0.13% 179
2019
Q2 		$1.17M Sell
13,396
-793
-6% -$68.6K 0.13% 179
2019
Q1 		$1.22M Buy
14,189
+896
+7% +$74.8K 0.15% 156
2018
Q4 		$1.04M Buy
13,293
+3,019
+29% +$252K 0.15% 147
2018
Q3 		$895K Buy
10,274
+295
+3% +$25.5K 0.11% 208
2018
Q2 		$829K Buy
9,979
+768
+8% +$64.3K 0.11% 202
2018
Q1 		$760K Sell
9,211
-347
-4% -$29.8K 0.11% 213
2017
Q4 		$819K Sell
9,558
-11,148
-54% -$932K 0.11% 207
2017
Q3 		$1.65M Buy
20,706
+10,322
+99% +$819K 0.27% 98
2017
Q2 		$812K Buy
10,384
+423
+4% +$32.9K 0.15% 176
2017
Q1 		$774K Buy
9,961
+1,985
+25% +$153K 0.15% 163
2016
Q4 		$605K Sell
7,976
-3,029
-28% -$222K 0.12% 203
2016
Q3 		$794K Sell
11,005
-2,445
-18% -$178K 0.16% 168
2016
Q2 		$962K Buy
13,450
+2,754
+26% +$192K 0.19% 144
2016
Q1 		$738K Sell
10,696
-2,368
-18% -$155K 0.17% 147
2015
Q4 		$873K Buy
13,064
+480
+4% +$32.2K 0.18% 153
2015
Q3 		$789K Buy
12,584
+4,875
+63% +$321K 0.19% 142
2015
Q2 		$520K Sell
7,709
-1,837
-19% -$127K 0.13% 200
2015
Q1 		$652K Sell
9,546
-3,884
-29% -$267K 0.16% 164
2014
Q4 		$6.36K Buy
13,430
+10,113
+305% +$686K 0.14% 182
2014
Q3 		$220K Sell
3,317
-53
-2% -$3.54K 0.06% 478
2014
Q2 		$223K Buy
3,370
+1,561
+86% +$101K 0.05% 415
2014
Q1 		$114K Buy
+1,809
New +$111K 0.03% 579

Other funds holding VYM

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors's VYM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 142% in Q2 2026, buying an estimated $2.25M and bringing the position to 24,563 shares worth $3.89M. The position accounts for 0.21% of the portfolio, ranked #109.

B. Riley Wealth Advisors first reported a position in VYM in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.35M in Q1 2022. 477 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • B. Riley Wealth Advisors held 24,563 shares of Vanguard High Dividend Yield ETF worth $3.89M as of Q2 2026.
  • B. Riley Wealth Advisors bought 14,419 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.25M.
  • Vanguard High Dividend Yield ETF made up 0.21% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $6.35M in Q1 2022.
  • 477 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.