Englebert Financial Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Englebert Financial Advisers’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	$210K	Buy	+1,331	New	+$208K	0.21%	62
2026 Q1	–	Sell	-1,801	Closed	-$258K	–	67
2025 Q4	$258K	Buy	+1,801	New	+$256K	0.3%	47

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Englebert Financial Advisers's VYM Position: Q2 2026 in Review

Englebert Financial Advisers opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,331 shares worth $210K. The stake represents 0.21% of the portfolio and ranks #62 among its holdings. This is a return to the name: Englebert Financial Advisers previously reported a position in VYM as recently as Q4 2025.

Englebert Financial Advisers first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Englebert Financial Advisers held 1,331 shares of Vanguard High Dividend Yield ETF worth $210K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Englebert Financial Advisers position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.21% of Englebert Financial Advisers's portfolio in Q2 2026, its #62 holding.
Englebert Financial Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
Englebert Financial Advisers's Vanguard High Dividend Yield ETF position peaked at $258K in Q4 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.