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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
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 22.96% 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. 2,056 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.
  • 2,056 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.