Summit Investment Advisors, Inc.\KS’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$980K	Buy	6,312 +15	+0.2%	+$2.43K	0.44%	35
2026 Q2	$995K	Sell	6,297 -270	-4%	-$42.2K	0.45%	33
2026 Q1	$973K	Sell	6,567 -3,240	-33%	-$487K	0.49%	35
2025 Q4	$1.41M	Buy	+9,807	New	+$1.39M	0.75%	27

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's VYM Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.24% in Q3 2026, buying an estimated $2.43K and bringing the position to 6,312 shares worth $980K. The position accounts for 0.44% of the portfolio, ranked #35.

Summit Investment Advisors, Inc.\KS first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 6,312 shares of Vanguard High Dividend Yield ETF worth $980K as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 15 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $2.43K.
Vanguard High Dividend Yield ETF made up 0.44% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #35 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
Summit Investment Advisors, Inc.\KS's Vanguard High Dividend Yield ETF position peaked at $1.41M in Q4 2025.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.