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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$434K Buy
2,746
+553
+25% +$86.4K 0.14% 52
2026
Q1
$325K Buy
2,193
+431
+24% +$64.8K 0.13% 56
2025
Q4
$253K Buy
+1,762
New +$251K 0.11% 63

Other funds holding VYM

Carroll Advisory Group's VYM Position: Q2 2026 in Review

Carroll Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 25% in Q2 2026, buying an estimated $86.4K and bringing the position to 2,746 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #52.

Carroll Advisory Group first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Carroll Advisory Group held 2,746 shares of Vanguard High Dividend Yield ETF worth $434K as of Q2 2026.
  • Carroll Advisory Group bought 553 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $86.4K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Carroll Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Carroll Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.