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

Brown Financial Advisory’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	$802K	Sell	5,074 -1,222	-19%	-$191K	0.33%	18
2026 Q1	$932K	Sell	6,296 -1,954	-24%	-$294K	0.46%	16
2025 Q4	$1.18M	Hold	8,250	–	–	0.6%	15
2025 Q3	$1.16M	Hold	8,250	–	–	0.61%	15
2025 Q2	$1.1M	Buy	8,250 +1,831	+29%	+$232K	0.61%	16
2025 Q1	$828K	Buy	+6,419	New	+$840K	0.52%	17

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

Brown Financial Advisory's VYM Position: Q2 2026 in Review

Brown Financial Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q2 2026, selling an estimated $191K and leaving 5,074 shares worth $802K. The position accounts for 0.33% of the portfolio, ranked #18.

Brown Financial Advisory first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 1,072 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Brown Financial Advisory held 5,074 shares of Vanguard High Dividend Yield ETF worth $802K as of Q2 2026.
Brown Financial Advisory sold 1,222 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $191K.
Vanguard High Dividend Yield ETF made up 0.33% of Brown Financial Advisory's portfolio in Q2 2026, its #18 holding.
Brown Financial Advisory first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisory's Vanguard High Dividend Yield ETF position peaked at $1.18M in Q4 2025.
1,072 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.