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Davidson Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Davidson Investment Advisors’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 		– Sell
-58,029
Closed -$8.59M – 130
2026
Q1 		$8.59M Sell
58,029
-115
-0.2% -$17.3K 0.37% 80
2025
Q4 		$8.34M Buy
58,144
+233
+0.4% +$33.1K 0.35% 79
2025
Q3 		$8.16M Buy
57,911
+1,432
+3% +$197K 0.35% 81
2025
Q2 		$7.53M Buy
56,479
+282
+0.5% +$35.7K 0.34% 81
2025
Q1 		$7.25M Sell
56,197
-199
-0.4% -$26.1K 0.36% 82
2024
Q4 		$7.2M Sell
56,396
-1,893
-3% -$247K 0.35% 80
2024
Q3 		$7.47M Buy
+58,289
New +$7.2M 0.36% 80
2023
Q2 		– Sell
-66,574
Closed -$7.02M – 115
2023
Q1 		$7.02M Buy
66,574
+14,161
+27% +$1.52M 0.46% 79
2022
Q4 		$5.67M Buy
52,413
+2,379
+5% +$253K 0.44% 75
2022
Q3 		$4.75M Buy
50,034
+5,969
+14% +$621K 0.4% 75
2022
Q2 		$4.48M Buy
44,065
+3,265
+8% +$354K 0.38% 73
2022
Q1 		$4.58M Buy
40,800
+7,891
+24% +$880K 0.33% 72
2021
Q4 		$3.69M Buy
32,909
+21,353
+185% +$2.32M 0.26% 73
2021
Q3 		$1.19M Buy
11,556
+1,912
+20% +$202K 0.09% 76
2021
Q2 		$1.01M Buy
+9,644
New +$1.01M 0.08% 75

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

Davidson Investment Advisors's VYM Position: Q2 2026 in Review

Davidson Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 58,029 shares — an estimated $8.59M sold.

Davidson Investment Advisors first reported a position in VYM in Q2 2021 and held it in 15 quarters. The position peaked at $8.59M in Q1 2026. 1,079 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Davidson Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Davidson Investment Advisors sold 58,029 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.59M.
  • Davidson Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 15 quarters.
  • Davidson Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $8.59M in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.