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Barry Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Barry Investment 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 		$598K Sell
3,785
-1,017
-21% -$159K 0.13% 52
2026
Q1 		$711K Buy
4,802
+5
+0.1% +$752 0.16% 53
2025
Q4 		$688K Buy
4,797
+3
+0.1% +$427 0.15% 50
2025
Q3 		$676K Hold
4,794
– – 0.16% 60
2025
Q2 		$639K Buy
4,794
+1
+0% +$127 0.16% 60
2025
Q1 		$618K Sell
4,793
-232
-5% -$30.4K 0.16% 61
2024
Q4 		$641K Sell
5,025
-1,103
-18% -$144K 0.21% 60
2024
Q3 		$786K Sell
6,128
-609
-9% -$75.2K 0.24% 52
2024
Q2 		$799K Buy
6,737
+216
+3% +$25.6K 0.27% 51
2024
Q1 		$789K Buy
6,521
+393
+6% +$45K 0.26% 49
2023
Q4 		$684K Sell
6,128
-423
-6% -$44.4K 0.23% 54
2023
Q3 		$677K Sell
6,551
-4
-0.1% -$429 0.24% 59
2023
Q2 		$695K Buy
6,555
+1
+0% +$105 0.23% 65
2023
Q1 		$692K Sell
6,554
-237
-3% -$25.5K 0.23% 66
2022
Q4 		$735K Buy
6,791
+122
+2% +$13K 0.23% 63
2022
Q3 		$633K Sell
6,669
-570
-8% -$59.3K 0.22% 60
2022
Q2 		$736K Buy
7,239
+275
+4% +$29.8K 0.22% 61
2022
Q1 		$782K Buy
6,964
+2,295
+49% +$256K 0.21% 64
2021
Q4 		$523K Sell
4,669
-185
-4% -$20.1K 0.14% 79
2021
Q3 		$502K Sell
4,854
-629
-11% -$66.5K 0.14% 72
2021
Q2 		$574K Sell
5,483
-74
-1% -$7.77K 0.15% 68
2021
Q1 		$562K Buy
+5,557
New +$536K 0.15% 66

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 22.9% 1-Year Est. Return

Barry Investment Advisors's VYM Position: Q2 2026 in Review

Barry Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q2 2026, selling an estimated $159K and leaving 3,785 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #52.

Barry Investment Advisors first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $799K in Q2 2024. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Barry Investment Advisors held 3,785 shares of Vanguard High Dividend Yield ETF worth $598K as of Q2 2026.
  • Barry Investment Advisors sold 1,017 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $159K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Barry Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Barry Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • Barry Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $799K in Q2 2024.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.