Client 1st Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Client 1st 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	$337K	Hold	2,134	–	–	0.09%	103
2026 Q1	$316K	Sell	2,134 -159	-7%	-$23.9K	0.1%	98
2025 Q4	$329K	Hold	2,293	–	–	0.1%	98
2025 Q3	$323K	Sell	2,293 -19	-0.8%	-$2.61K	0.11%	99
2025 Q2	$308K	Sell	2,312 -857	-27%	-$109K	0.11%	95
2025 Q1	$409K	Buy	+3,169	New	+$415K	0.16%	69
2024 Q2	–	Sell	-1,705	Closed	-$206K	–	119
2024 Q1	$206K	Buy	+1,705	New	+$195K	0.09%	108
2023 Q3	–	Sell	-2,578	Closed	-$273K	–	106
2023 Q2	$273K	Buy	+2,578	New	+$270K	0.14%	83

Other funds holding VYM

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Client 1st Advisory Group's VYM Position: Q2 2026 in Review

Client 1st Advisory Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,134 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #103.

Client 1st Advisory Group first reported a position in VYM in Q2 2023 and has held it in 8 quarters since. The position peaked at $409K in Q1 2025. 468 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Client 1st Advisory Group held 2,134 shares of Vanguard High Dividend Yield ETF worth $337K as of Q2 2026.
Client 1st Advisory Group left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.09% of Client 1st Advisory Group's portfolio in Q2 2026, its #103 holding.
Client 1st Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 8 quarters since.
Client 1st Advisory Group's Vanguard High Dividend Yield ETF position peaked at $409K in Q1 2025.
468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.