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Balance Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Balance Wealth’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 		$303K Sell
1,920
-50
-3% -$7.81K 0.08% 129
2026
Q1 		$292K Sell
1,970
-2
-0.1% -$301 0.09% 121
2025
Q4 		$283K Buy
+1,972
New +$280K 0.09% 120

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

Balance Wealth's VYM Position: Q2 2026 in Review

Balance Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2026, selling an estimated $7.81K and leaving 1,920 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #129.

Balance Wealth first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Balance Wealth held 1,920 shares of Vanguard High Dividend Yield ETF worth $303K as of Q2 2026.
  • Balance Wealth sold 50 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.81K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #129 holding.
  • Balance Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.