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D.J. St. Germain’s Vanguard High Dividend Yield ETF VYM Stock Holding History

D.J. St. Germain’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 		$593K Sell
3,754
-151
-4% -$23.6K 0.02% 215
2026
Q1 		$578K Buy
3,905
+530
+16% +$79.7K 0.02% 209
2025
Q4 		$484K Hold
3,375
– – 0.02% 223
2025
Q3 		$476K Buy
3,375
+2,960
+713% +$407K 0.02% 220
2025
Q2 		$55.3K Buy
415
+306
+281% +$38.8K ﹤0.01% 454
2025
Q1 		$14.1K Hold
109
– – ﹤0.01% 532
2024
Q4 		$13.9K Hold
109
– – ﹤0.01% 549
2024
Q3 		$14K Sell
109
-60
-36% -$7.41K ﹤0.01% 502
2024
Q2 		$20K Hold
169
– – ﹤0.01% 475
2024
Q1 		$20.4K Sell
169
-1,619
-91% -$185K ﹤0.01% 483
2023
Q4 		$200K Buy
1,788
+1,619
+958% +$170K 0.01% 263
2023
Q3 		$17.5K Hold
169
– – ﹤0.01% 480
2023
Q2 		$17.9K Buy
+169
New +$17.7K ﹤0.01% 483

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

D.J. St. Germain's VYM Position: Q2 2026 in Review

D.J. St. Germain reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q2 2026, selling an estimated $23.6K and leaving 3,754 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #215.

D.J. St. Germain first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • D.J. St. Germain held 3,754 shares of Vanguard High Dividend Yield ETF worth $593K as of Q2 2026.
  • D.J. St. Germain sold 151 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard High Dividend Yield ETF made up 0.02% of D.J. St. Germain's portfolio in Q2 2026, its #215 holding.
  • D.J. St. Germain first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.