Charis Legacy Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Charis Legacy Partners’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	$694K	Hold	4,393	–	–	0.85%	17
2026 Q1	$651K	Hold	4,393	–	–	0.95%	17
2025 Q4	$630K	Buy	4,393 +156	+4%	+$22.2K	0.93%	17
2025 Q3	$597K	Hold	4,237	–	–	0.89%	17
2025 Q2	$565K	Sell	4,237 -879	-17%	-$111K	0.93%	17
2025 Q1	$660K	Buy	5,116 +204	+4%	+$26.7K	1.25%	15
2024 Q4	$627K	Buy	+4,912	New	+$640K	1.28%	15

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 $43.3B AUM 29.3% 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

Charis Legacy Partners's VYM Position: Q2 2026 in Review

Charis Legacy Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,393 shares worth $694K. The position accounts for 0.85% of the portfolio, ranked #17.

Charis Legacy Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 976 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Charis Legacy Partners held 4,393 shares of Vanguard High Dividend Yield ETF worth $694K as of Q2 2026.
Charis Legacy Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.85% of Charis Legacy Partners's portfolio in Q2 2026, its #17 holding.
Charis Legacy Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
976 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.