Blackston Financial Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blackston Financial Advisory Group’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	$5.75M	Sell	36,369 -1,106	-3%	-$173K	3.24%	9
2026 Q1	$5.55M	Sell	37,475 -883	-2%	-$133K	3.48%	9
2025 Q4	$5.51M	Sell	38,358 -1,673	-4%	-$238K	3.35%	9
2025 Q3	$5.64M	Sell	40,031 -1,332	-3%	-$183K	3.35%	9
2025 Q2	$5.51M	Sell	41,363 -1,987	-5%	-$252K	3.45%	9
2025 Q1	$5.59M	Sell	43,350 -2,065	-5%	-$270K	3.79%	9
2024 Q4	$5.79M	Sell	45,415 -11,245	-20%	-$1.47M	2.89%	10
2024 Q3	$7.26M	Buy	56,660 +463	+0.8%	+$57.2K	3.76%	8
2024 Q2	$6.66M	Sell	56,197 -4,514	-7%	-$535K	3.73%	5
2024 Q1	$7.35M	Buy	60,711 +6	+0%	+$687	4.88%	8
2023 Q4	$6.78M	Sell	60,705 -152	-0.2%	-$16K	4.29%	8
2023 Q3	$6.29M	Buy	60,857 +3,768	+7%	+$404K	4.38%	8
2023 Q2	$6.05M	Sell	57,089 -813	-1%	-$85.3K	4.36%	8
2023 Q1	$6.11M	Sell	57,902 -7,585	-12%	-$816K	4.57%	8
2022 Q4	$7.09M	Sell	65,487 -3,662	-5%	-$390K	5.14%	8
2022 Q3	$7.37M	Sell	69,149 -6,654	-9%	-$692K	5.19%	8
2022 Q2	$7.79M	Buy	75,803 +4,993	+7%	+$541K	5.09%	8
2022 Q1	$7.32M	Buy	70,810 +326	+0.5%	+$36.4K	4.77%	9
2021 Q4	$7.9M	Buy	+70,484	New	+$7.67M	4.58%	9

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

Blackston Financial Advisory Group's VYM Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3% in Q2 2026, selling an estimated $173K and leaving 36,369 shares worth $5.75M. The position accounts for 3.24% of the portfolio, ranked #9.

Blackston Financial Advisory Group first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.9M in Q4 2021. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Blackston Financial Advisory Group held 36,369 shares of Vanguard High Dividend Yield ETF worth $5.75M as of Q2 2026.
Blackston Financial Advisory Group sold 1,106 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $173K.
Vanguard High Dividend Yield ETF made up 3.24% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #9 holding.
Blackston Financial Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Blackston Financial Advisory Group's Vanguard High Dividend Yield ETF position peaked at $7.9M in Q4 2021.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.