Empirical Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Empirical Wealth Management’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	$13.1M	Buy	82,964 +9,589	+13%	+$1.5M	0.19%	93
2026 Q1	$10.9M	Sell	73,375 -595	-0.8%	-$89.5K	0.19%	94
2025 Q4	$10.6M	Sell	73,970 -180	-0.2%	-$25.6K	0.19%	92
2025 Q3	$10.5M	Sell	74,150 -1,648	-2%	-$226K	0.21%	91
2025 Q2	$10.1M	Buy	75,798 +1,907	+3%	+$242K	0.23%	89
2025 Q1	$9.53M	Sell	73,891 -3,994	-5%	-$523K	0.25%	85
2024 Q4	$9.94M	Buy	77,885 +2,337	+3%	+$305K	0.27%	77
2024 Q3	$9.69M	Buy	75,548 +491	+0.7%	+$60.6K	0.27%	82
2024 Q2	$8.9M	Buy	75,057 +413	+0.6%	+$49K	0.26%	76
2024 Q1	$9.03M	Sell	74,644 -856	-1%	-$98.1K	0.27%	75
2023 Q4	$8.43M	Buy	75,500 +5,212	+7%	+$548K	0.28%	71
2023 Q3	$7.26M	Buy	70,288 +1,629	+2%	+$175K	0.28%	72
2023 Q2	$7.28M	Buy	68,659 +6,407	+10%	+$672K	0.29%	70
2023 Q1	$6.57M	Buy	62,252 +3,700	+6%	+$398K	0.28%	68
2022 Q4	$6.34M	Buy	58,552 +4,599	+9%	+$489K	0.3%	67
2022 Q3	$5.12M	Buy	53,953 +5	+0%	+$520	0.27%	75
2022 Q2	$5.49M	Buy	53,948 +2,526	+5%	+$274K	0.29%	64
2022 Q1	$5.77M	Buy	51,422 +1,875	+4%	+$209K	0.29%	62
2021 Q4	$5.55M	Buy	49,547 +5,459	+12%	+$594K	0.28%	64
2021 Q3	$4.56M	Buy	44,088 +61	+0.1%	+$6.45K	0.26%	68
2021 Q2	$4.61M	Buy	44,027 +7,607	+21%	+$799K	0.28%	61
2021 Q1	$3.68M	Sell	36,420 -2,105	-5%	-$203K	0.29%	61
2020 Q4	$3.52M	Sell	38,525 -3,113	-7%	-$270K	0.27%	55
2020 Q3	$3.37M	Buy	41,638 +301	+0.7%	+$24.7K	0.29%	57
2020 Q2	$3.26M	Sell	41,337 -1,795	-4%	-$140K	0.3%	52
2020 Q1	$3.05M	Sell	43,132 -7,785	-15%	-$669K	0.33%	48
2019 Q4	$4.77M	Buy	50,917 +1,115	+2%	+$101K	0.52%	33
2019 Q3	$4.42M	Buy	49,802 +7,277	+17%	+$637K	0.54%	32
2019 Q2	$3.72M	Buy	42,525 +9,294	+28%	+$804K	0.48%	33
2019 Q1	$2.85M	Buy	33,231 +3,790	+13%	+$317K	0.41%	33
2018 Q4	$2.3M	Sell	29,441 -4,464	-13%	-$372K	0.39%	40
2018 Q3	$2.95M	Buy	33,905 +914	+3%	+$79.1K	0.52%	23
2018 Q2	$2.74M	Sell	32,991 -64	-0.2%	-$5.36K	0.51%	25
2018 Q1	$2.73M	Sell	33,055 -2,261	-6%	-$194K	0.54%	26
2017 Q4	$3.02M	Sell	35,316 -1,010	-3%	-$84.5K	0.65%	25
2017 Q3	$2.94M	Buy	36,326 +3,504	+11%	+$278K	0.68%	21
2017 Q2	$2.56M	Buy	32,822 +1,910	+6%	+$149K	0.62%	21
2017 Q1	$2.4M	Buy	30,912 +5,757	+23%	+$444K	0.6%	22
2016 Q4	$1.91M	Buy	25,155 +6,130	+32%	+$450K	0.47%	30
2016 Q3	$1.37M	Buy	19,025 +4,313	+29%	+$313K	0.36%	34
2016 Q2	$1.05M	Sell	14,712 -1,100	-7%	-$76.9K	0.28%	45
2016 Q1	$1.09M	Buy	15,812 +724	+5%	+$47.4K	0.26%	49
2015 Q4	$1.01M	Buy	15,088 +175	+1%	+$11.7K	0.25%	49
2015 Q3	$934K	Buy	14,913 +4,988	+50%	+$328K	0.22%	53
2015 Q2	$668K	Sell	9,925 -100	-1%	-$6.94K	0.16%	64
2015 Q1	$685K	Sell	10,025 -760	-7%	-$52.2K	0.16%	59
2014 Q4	$741K	Sell	10,785 -130	-1%	-$8.82K	0.18%	59
2014 Q3	$725K	Buy	10,915 +7	+0.1%	+$467	0.18%	56
2014 Q2	$723K	Buy	10,908 +249	+2%	+$16.1K	0.18%	53
2014 Q1	$673K	Buy	10,659 +906	+9%	+$55.6K	0.18%	55
2013 Q4	$608K	Sell	9,753 -2,165	-18%	-$131K	0.17%	56
2013 Q3	$685K	Buy	11,918 +882	+8%	+$51.3K	0.21%	49
2013 Q2	$622K	Buy	+11,036	New	+$624K	0.21%	48

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Empirical Wealth Management's VYM Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, buying an estimated $1.5M and bringing the position to 82,964 shares worth $13.1M. The position accounts for 0.19% of the portfolio, ranked #93.

Empirical Wealth Management first reported a position in VYM in Q2 2013 and has held it in 53 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Empirical Wealth Management held 82,964 shares of Vanguard High Dividend Yield ETF worth $13.1M as of Q2 2026.
Empirical Wealth Management bought 9,589 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.5M.
Vanguard High Dividend Yield ETF made up 0.19% of Empirical Wealth Management's portfolio in Q2 2026, its #93 holding.
Empirical Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 53 quarters since.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.