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

BCS Wealth Management’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 		$644K Buy
4,073
+1,202
+42% +$188K 0.12% 150
2026
Q1 		$425K Sell
2,871
-2,266
-44% -$341K 0.09% 176
2025
Q4 		$737K Buy
5,137
+2,283
+80% +$325K 0.07% 185
2025
Q3 		$402K Hold
2,854
– – 0.09% 170
2025
Q2 		$380K Sell
2,854
-13
-0.5% -$1.65K 0.08% 179
2025
Q1 		$370K Sell
2,867
-391
-12% -$51.2K 0.1% 176
2024
Q4 		$416K Buy
+3,258
New +$425K 0.1% 171
2024
Q2 		– Sell
-3,230
Closed -$391K – 238
2024
Q1 		$391K Sell
3,230
-20
-0.6% -$2.29K 0.13% 161
2023
Q4 		$363K Buy
3,250
+57
+2% +$5.99K 0.13% 146
2023
Q3 		$330K Buy
+3,193
New +$343K 0.14% 142
2023
Q2 		– Sell
-2,333
Closed -$246K – 181
2023
Q1 		$246K Hold
2,333
– – 0.11% 134
2022
Q4 		$252K Buy
+2,333
New +$248K 0.11% 162
2022
Q1 		– Sell
-2,267
Closed -$254K – 212
2021
Q4 		$254K Buy
+2,267
New +$247K 0.09% 174

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCS Wealth Management's VYM Position: Q2 2026 in Review

BCS Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 42% in Q2 2026, buying an estimated $188K and bringing the position to 4,073 shares worth $644K. The position accounts for 0.12% of the portfolio, ranked #150.

BCS Wealth Management first reported a position in VYM in Q4 2021 and has held it in 13 quarters since. The position peaked at $737K in Q4 2025. 559 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • BCS Wealth Management held 4,073 shares of Vanguard High Dividend Yield ETF worth $644K as of Q2 2026.
  • BCS Wealth Management bought 1,202 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $188K.
  • Vanguard High Dividend Yield ETF made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #150 holding.
  • BCS Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 13 quarters since.
  • BCS Wealth Management's Vanguard High Dividend Yield ETF position peaked at $737K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.