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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

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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. 662 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.
  • 662 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.