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Dynamic Advisor Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Dynamic Advisor Solutions’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 		$6.33M Sell
40,041
-341
-0.8% -$53.3K 0.18% 129
2026
Q1 		$5.98M Buy
40,382
+325
+0.8% +$48.9K 0.19% 121
2025
Q4 		$5.75M Sell
40,057
-22,549
-36% -$3.21M 0.18% 123
2025
Q3 		$8.82M Buy
62,606
+4,682
+8% +$643K 0.26% 89
2025
Q2 		$7.72M Sell
57,924
-2,352
-4% -$298K 0.24% 101
2025
Q1 		$7.77M Buy
+60,276
New +$7.89M 0.26% 95
2024
Q4 		– Sell
-50,788
Closed -$6.51M – 916
2024
Q3 		$6.51M Sell
50,788
-1,830
-3% -$226K 0.2% 126
2024
Q2 		$6.24M Buy
52,618
+748
+1% +$88.7K 0.2% 126
2024
Q1 		$6.28M Buy
51,870
+273
+0.5% +$31.3K 0.21% 127
2023
Q4 		$5.77M Buy
51,597
+2,816
+6% +$296K 0.22% 128
2023
Q3 		$5.04M Sell
48,781
-1,402
-3% -$150K 0.24% 115
2023
Q2 		$5.32M Sell
50,183
-9,214
-16% -$966K 0.28% 102
2023
Q1 		$6.27M Sell
59,397
-2,623
-4% -$282K 0.37% 70
2022
Q4 		$6.71M Sell
62,020
-4,691
-7% -$499K 0.46% 47
2022
Q3 		$6.33M Buy
66,711
+5,456
+9% +$567K 0.48% 46
2022
Q2 		$6.23M Buy
61,255
+38,267
+166% +$4.15M 0.48% 46
2022
Q1 		$2.58M Buy
22,988
+9,161
+66% +$1.02M 0.18% 130
2021
Q4 		$1.55M Sell
13,827
-2,016
-13% -$219K 0.11% 199
2021
Q3 		$1.64M Buy
15,843
+863
+6% +$91.2K 0.12% 199
2021
Q2 		$1.57M Buy
14,980
+2,878
+24% +$302K 0.12% 196
2021
Q1 		$1.22M Buy
12,102
+26
+0.2% +$2.51K 0.11% 216
2020
Q4 		$1.1M Sell
12,076
-3,603
-23% -$313K 0.1% 224
2020
Q3 		$1.27M Sell
15,679
-1,482
-9% -$121K 0.14% 174
2020
Q2 		$1.35M Buy
17,161
+5,384
+46% +$419K 0.18% 144
2020
Q1 		$833K Buy
11,777
+445
+4% +$38.2K 0.15% 174
2019
Q4 		$1.06M Buy
11,332
+95
+0.8% +$8.61K 0.14% 179
2019
Q3 		$997K Buy
11,237
+3,221
+40% +$282K 0.15% 164
2019
Q2 		$700K Sell
8,016
-19,930
-71% -$1.72M 0.11% 206
2019
Q1 		$2.39M Buy
27,946
+1,865
+7% +$156K 0.45% 57
2018
Q4 		$2.13M Buy
26,081
+17,638
+209% +$1.47M 0.45% 60
2018
Q3 		$735K Buy
8,443
+15
+0.2% +$1.3K 0.15% 168
2018
Q2 		$700K Buy
8,428
+728
+9% +$61K 0.16% 169
2018
Q1 		$636K Sell
7,700
-413
-5% -$35.5K 0.16% 161
2017
Q4 		$695K Buy
8,113
+1,254
+18% +$105K 0.23% 129
2017
Q3 		$556K Sell
6,859
-1,821
-21% -$145K 0.22% 131
2017
Q2 		$678K Sell
8,680
-80
-0.9% -$6.23K 0.26% 110
2017
Q1 		$680K Buy
8,760
+3,194
+57% +$246K 0.27% 104
2016
Q4 		$422K Sell
5,566
-629
-10% -$46.2K 0.17% 149
2016
Q3 		$447K Buy
6,195
+2,787
+82% +$202K 0.17% 153
2016
Q2 		$244K Buy
3,408
+311
+10% +$21.7K 0.1% 187
2016
Q1 		$214K Sell
3,097
-879
-22% -$57.6K 0.09% 192
2015
Q4 		$265K Sell
3,976
-1,418
-26% -$95.1K 0.11% 187
2015
Q3 		$338K Buy
+5,394
New +$355K 0.17% 135
2015
Q2 		– Sell
-9,001
Closed -$615K – 203
2015
Q1 		$615K Buy
9,001
+402
+5% +$27.6K 0.31% 96
2014
Q4 		$591K Buy
8,599
+3,559
+71% +$241K 0.32% 90
2014
Q3 		$335K Sell
5,040
-40,373
-89% -$2.69M 0.18% 139
2014
Q2 		$3.01M Buy
+45,413
New +$2.94M 1.81% 6

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's VYM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.84% in Q2 2026, selling an estimated $53.3K and leaving 40,041 shares worth $6.33M. The position accounts for 0.18% of the portfolio, ranked #129.

Dynamic Advisor Solutions first reported a position in VYM in Q2 2014 and has held it in 47 quarters since. The position peaked at $8.82M in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Dynamic Advisor Solutions held 40,041 shares of Vanguard High Dividend Yield ETF worth $6.33M as of Q2 2026.
  • Dynamic Advisor Solutions sold 341 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.3K.
  • Vanguard High Dividend Yield ETF made up 0.18% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #129 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard High Dividend Yield ETF in Q2 2014 and has held it in 47 quarters since.
  • Dynamic Advisor Solutions's Vanguard High Dividend Yield ETF position peaked at $8.82M in Q3 2025.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.