Blake Schutter Theil Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blake Schutter Theil Wealth 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	$5.95M	Buy	37,645 +12,782	+51%	+$2M	4.02%	5
2026 Q1	$3.68M	Buy	24,863 +1,469	+6%	+$221K	3%	7
2025 Q4	$3.36M	Buy	23,394 +2,320	+11%	+$330K	2.76%	7
2025 Q3	$2.97M	Buy	21,074 +24	+0.1%	+$3.3K	2.94%	7
2025 Q2	$2.81M	Buy	21,050 +10,926	+108%	+$1.38M	3.18%	4
2025 Q1	$1.31M	Sell	10,124 -1,278	-11%	-$167K	1.48%	10
2024 Q4	$1.45M	Buy	11,402 +14	+0.1%	+$1.83K	1.54%	10
2024 Q3	$1.46M	Buy	+11,388	New	+$1.41M	1.05%	16

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Blake Schutter Theil Wealth Advisors's VYM Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 51% in Q2 2026, buying an estimated $2M and bringing the position to 37,645 shares worth $5.95M. The position accounts for 4.02% of the portfolio, ranked #5.

Blake Schutter Theil Wealth Advisors first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 37,645 shares of Vanguard High Dividend Yield ETF worth $5.95M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 12,782 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2M.
Vanguard High Dividend Yield ETF made up 4.02% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.