Empower Advisory Group
VYM icon

Empower Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Empower Advisory Group’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 		$375K Sell
2,370
-1,637
-41% -$256K ﹤0.01% 395
2026
Q1 		$593K Sell
4,007
-1,213
-23% -$182K ﹤0.01% 300
2025
Q4 		$749K Buy
5,220
+1,111
+27% +$158K ﹤0.01% 284
2025
Q3 		$579K Buy
4,109
+276
+7% +$37.9K ﹤0.01% 317
2025
Q2 		$511K Sell
3,833
-654
-15% -$82.9K ﹤0.01% 323
2025
Q1 		$579K Sell
4,487
-1,493
-25% -$195K ﹤0.01% 301
2024
Q4 		$763K Buy
5,980
+1,311
+28% +$171K ﹤0.01% 271
2024
Q3 		$599K Sell
4,669
-948
-17% -$117K ﹤0.01% 291
2024
Q2 		$666K Buy
5,617
+442
+9% +$52.4K ﹤0.01% 266
2024
Q1 		$626K Sell
5,175
-384
-7% -$44K ﹤0.01% 277
2023
Q4 		$621K Buy
5,559
+1,814
+48% +$191K ﹤0.01% 276
2023
Q3 		$387K Buy
3,745
+116
+3% +$12.4K ﹤0.01% 330
2023
Q2 		$385K Buy
3,629
+229
+7% +$24K ﹤0.01% 346
2023
Q1 		$361K Buy
+3,400
New +$366K ﹤0.01% 351

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

Empower Advisory Group's VYM Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 41% in Q2 2026, selling an estimated $256K and leaving 2,370 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Empower Advisory Group first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $763K in Q4 2024. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Empower Advisory Group held 2,370 shares of Vanguard High Dividend Yield ETF worth $375K as of Q2 2026.
  • Empower Advisory Group sold 1,637 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $256K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #395 holding.
  • Empower Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard High Dividend Yield ETF position peaked at $763K in Q4 2024.
  • 2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.