EWA
VYM icon

Emergent Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Emergent Wealth 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 		$625K Sell
3,957
-6
-0.2% -$938 0.33% 57
2026
Q1 		$587K Buy
3,963
+120
+3% +$18K 0.35% 50
2025
Q4 		$552K Buy
3,843
+338
+10% +$48.1K 0.31% 68
2025
Q3 		$494K Buy
3,505
+40
+1% +$5.5K 0.29% 68
2025
Q2 		$462K Buy
3,465
+22
+0.6% +$2.79K 0.3% 68
2025
Q1 		$444K Sell
3,443
-53
-2% -$6.94K 0.32% 60
2024
Q4 		$446K Buy
3,496
+21
+0.6% +$2.74K 0.32% 59
2024
Q3 		$445K Sell
3,475
-16
-0.5% -$1.98K 0.33% 58
2024
Q2 		$414K Buy
3,491
+292
+9% +$34.6K 0.33% 60
2024
Q1 		$387K Sell
3,199
-293
-8% -$33.6K 0.33% 60
2023
Q4 		$390K Buy
+3,492
New +$367K 0.36% 53

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

Emergent Wealth Advisors's VYM Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.15% in Q2 2026, selling an estimated $938 and leaving 3,957 shares worth $625K. The position accounts for 0.33% of the portfolio, ranked #57.

Emergent Wealth Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Emergent Wealth Advisors held 3,957 shares of Vanguard High Dividend Yield ETF worth $625K as of Q2 2026.
  • Emergent Wealth Advisors sold 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
  • Vanguard High Dividend Yield ETF made up 0.33% of Emergent Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Emergent Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.