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Eagle Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Eagle Strategies’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 		$9.23M Sell
58,421
-1,502
-3% -$235K 0.92% 27
2026
Q1 		$8.87M Buy
59,923
+28,376
+90% +$4.27M 1.06% 26
2025
Q4 		$4.53M Sell
31,547
-16,861
-35% -$2.4M 0.58% 44
2025
Q3 		$6.82M Sell
48,408
-16,521
-25% -$2.27M 0.91% 29
2025
Q2 		$8.66M Buy
64,929
+3,131
+5% +$397K 1.32% 22
2025
Q1 		$7.97M Buy
61,798
+2,766
+5% +$362K 1.39% 23
2024
Q4 		$7.53M Buy
59,032
+338
+0.6% +$44.1K 1.3% 23
2024
Q3 		$7.52M Buy
58,694
+8,598
+17% +$1.06M 1.36% 22
2024
Q2 		$5.94M Sell
50,096
-14,772
-23% -$1.75M 1.14% 26
2024
Q1 		$7.85M Buy
64,868
+45,061
+228% +$5.16M 1.74% 10
2023
Q4 		$2.21M Buy
19,807
+694
+4% +$72.9K 0.47% 50
2023
Q3 		$1.97M Sell
19,113
-3,553
-16% -$381K 0.49% 48
2023
Q2 		$2.4M Sell
22,666
-286
-1% -$30K 0.58% 44
2023
Q1 		$2.42M Sell
22,952
-1,037
-4% -$112K 0.61% 43
2022
Q4 		$2.6M Buy
+23,989
New +$2.55M 0.78% 36
2022
Q3 		– Sell
-20,980
Closed -$2.13M – 148
2022
Q2 		$2.13M Buy
20,980
+1,344
+7% +$146K 0.78% 38
2022
Q1 		$2.2M Buy
19,636
+2,263
+13% +$252K 0.86% 32
2021
Q4 		$1.95M Buy
+17,373
New +$1.89M 0.76% 38

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

Eagle Strategies's VYM Position: Q2 2026 in Review

Eagle Strategies reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2026, selling an estimated $235K and leaving 58,421 shares worth $9.23M. The position accounts for 0.92% of the portfolio, ranked #27.

Eagle Strategies first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Eagle Strategies held 58,421 shares of Vanguard High Dividend Yield ETF worth $9.23M as of Q2 2026.
  • Eagle Strategies sold 1,502 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $235K.
  • Vanguard High Dividend Yield ETF made up 0.92% of Eagle Strategies's portfolio in Q2 2026, its #27 holding.
  • Eagle Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.