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

Bell 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	$43.3K	Sell	274 -1	-0.4%	-$156	0.01%	299
2026 Q1	$40.7K	Sell	275 -336	-55%	-$50.5K	0.01%	287
2025 Q4	$87.7K	Hold	611	–	–	0.01%	182
2025 Q3	$86.1K	Buy	611 +381	+166%	+$52.4K	0.01%	175
2025 Q2	$30.7K	Hold	230	–	–	0.01%	321
2025 Q1	$29.6K	Buy	230 +1	+0.4%	+$131	0.01%	299
2024 Q4	$29.3K	Hold	229	–	–	0.01%	300
2024 Q3	$29.3K	Buy	229 +1	+0.4%	+$123	0.01%	314
2024 Q2	$27.1K	Sell	228 -4	-2%	-$474	0.01%	324
2024 Q1	$28K	Buy	232 +1	+0.4%	+$115	0.01%	314
2023 Q4	$25.8K	Buy	231 +1	+0.4%	+$105	0.01%	294
2023 Q3	$23.8K	Hold	230	–	–	0.01%	278
2023 Q2	$24.4K	Buy	230 +1	+0.4%	+$105	0.01%	273
2023 Q1	$24.2K	Hold	229	–	–	0.01%	271
2022 Q4	$24.7K	Buy	+229	New	+$24.4K	0.01%	265
2022 Q3	–	Sell	-149	Closed	-$15K	–	1976
2022 Q2	$15K	Buy	+149	New	+$16.1K	﹤0.01%	336

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bell Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.36% in Q2 2026, selling an estimated $156 and leaving 274 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #299.

Bell Investment Advisors first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $87.7K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bell Investment Advisors held 274 shares of Vanguard High Dividend Yield ETF worth $43.3K as of Q2 2026.
Bell Investment Advisors sold 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #299 holding.
Bell Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
Bell Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $87.7K in Q4 2025.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.