Baron Silver Stevens Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Sell
63,632
-738
-1% -$115K 1.27% 21
2026
Q1
$9.53M Sell
64,370
-976
-1% -$147K 1.38% 21
2025
Q4
$9.38M Buy
65,346
+85
+0.1% +$12.1K 1.35% 21
2025
Q3
$9.2M Sell
65,261
-503
-0.8% -$69.1K 1.35% 22
2025
Q2
$8.77M Sell
65,764
-2,674
-4% -$339K 1.4% 21
2025
Q1
$8.83M Sell
68,438
-6,633
-9% -$868K 1.54% 21
2024
Q4
$9.58M Buy
75,071
+1,477
+2% +$193K 1.63% 19
2024
Q3
$9.43M Buy
73,594
+203
+0.3% +$25.1K 1.65% 20
2024
Q2
$8.7M Sell
73,391
-706
-1% -$83.7K 1.65% 20
2024
Q1
$8.97M Buy
74,097
+558
+0.8% +$63.9K 1.73% 18
2023
Q4
$8.21M Sell
73,539
-4,372
-6% -$459K 1.72% 20
2023
Q3
$8.05M Sell
77,911
-6,344
-8% -$681K 1.82% 18
2023
Q2
$8.94M Buy
84,255
+15,274
+22% +$1.6M 1.96% 18
2023
Q1
$7.28M Sell
68,981
-15,933
-19% -$1.71M 1.89% 18
2022
Q4
$9.19M Buy
84,914
+10,303
+14% +$1.1M 2.26% 16
2022
Q3
$6K Buy
74,611
+16,449
+28% +$1.71M ﹤0.01% 98
2022
Q2
$5.92M Buy
58,162
+23,935
+70% +$2.59M 1.53% 20
2022
Q1
$3.84M Buy
34,227
+9,086
+36% +$1.01M 0.9% 23
2021
Q4
$2.82M Buy
25,141
+1,372
+6% +$149K 0.67% 24
2021
Q3
$2.46M Buy
23,769
+9,622
+68% +$1.02M 0.65% 24
2021
Q2
$1.48M Buy
+14,147
New +$1.49M 0.4% 30
2021
Q1
Sell
-6,498
Closed -$594K 476
2020
Q4
$594K Buy
+6,498
New +$564K 0.2% 31

Other funds holding VYM

Baron Silver Stevens Financial Advisors's VYM Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, selling an estimated $115K and leaving 63,632 shares worth $10.1M. The position accounts for 1.27% of the portfolio, ranked #21.

Baron Silver Stevens Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 63,632 shares of Vanguard High Dividend Yield ETF worth $10.1M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 738 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $115K.
  • Vanguard High Dividend Yield ETF made up 1.27% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.