Elevation Advisory Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.3M Sell
83,517
-1,459
-2% -$228K 13.63% 2
2026
Q1
$12.6M Buy
+84,976
New +$12.8M 11.79% 2

Other funds holding VYM

Elevation Advisory Partners's VYM Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, selling an estimated $228K and leaving 83,517 shares worth $13.3M. The position accounts for 13.63% of the portfolio, ranked #2.

Elevation Advisory Partners first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. 2,048 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Elevation Advisory Partners held 83,517 shares of Vanguard High Dividend Yield ETF worth $13.3M as of Q2 2026.
  • Elevation Advisory Partners sold 1,459 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $228K.
  • Vanguard High Dividend Yield ETF made up 13.63% of Elevation Advisory Partners's portfolio in Q2 2026, its #2 holding.
  • Elevation Advisory Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,048 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.