Collective Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Collective Family Office’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	$2.66M	Buy	16,828 +184	+1%	+$28.8K	0.54%	44
2026 Q1	$2.46M	Sell	16,644 -550	-3%	-$82.7K	0.55%	44
2025 Q4	$2.47M	Sell	17,194 -436	-2%	-$62K	0.57%	46
2025 Q3	$2.48M	Buy	17,630 +278	+2%	+$38.2K	0.6%	43
2025 Q2	$2.31M	Sell	17,352 -139	-0.8%	-$17.6K	0.59%	45
2025 Q1	$2.26M	Sell	17,491 -110	-0.6%	-$14.4K	0.61%	42
2024 Q4	$2.25M	Sell	17,601 -229	-1%	-$29.9K	0.62%	42
2024 Q3	$2.29M	Buy	17,830 +52	+0.3%	+$6.42K	0.62%	40
2024 Q2	$2.11M	Sell	17,778 -199	-1%	-$23.6K	0.62%	42
2024 Q1	$2.18M	Hold	17,977	–	–	0.71%	37
2023 Q4	$2.01M	Buy	17,977 +2,397	+15%	+$252K	0.71%	40
2023 Q3	$1.61M	Sell	15,580 -775	-5%	-$83.2K	0.63%	46
2023 Q2	$1.73M	Buy	16,355 +269	+2%	+$28.2K	0.68%	42
2023 Q1	$1.7M	Sell	16,086 -200	-1%	-$21.5K	0.7%	42
2022 Q4	$1.76M	Sell	16,286 -1,250	-7%	-$133K	0.79%	37
2022 Q3	$1.66M	Sell	17,536 -1,960	-10%	-$204K	0.83%	37
2022 Q2	$1.98M	Sell	19,496 -2,431	-11%	-$263K	0.86%	38
2022 Q1	$2.46M	Buy	21,927 +1,973	+10%	+$220K	0.94%	30
2021 Q4	$2.24M	Buy	19,954 +1,908	+11%	+$208K	0.88%	32
2021 Q3	$1.86M	Sell	18,046 -500	-3%	-$52.9K	0.8%	32
2021 Q2	$1.94M	Buy	18,546 +5,563	+43%	+$584K	0.83%	32
2021 Q1	$1.31M	Sell	12,983 -773	-6%	-$74.6K	0.64%	44
2020 Q4	$1.26M	Buy	+13,756	New	+$1.19M	0.7%	41

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

Collective Family Office's VYM Position: Q2 2026 in Review

Collective Family Office increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, buying an estimated $28.8K and bringing the position to 16,828 shares worth $2.66M. The position accounts for 0.54% of the portfolio, ranked #44.

Collective Family Office first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Collective Family Office held 16,828 shares of Vanguard High Dividend Yield ETF worth $2.66M as of Q2 2026.
Collective Family Office bought 184 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $28.8K.
Vanguard High Dividend Yield ETF made up 0.54% of Collective Family Office's portfolio in Q2 2026, its #44 holding.
Collective Family Office first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.