EIP
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Essential Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Essential Investment Partners’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 		$19K Hold
120
– – 0.02% 190
2026
Q1 		$17.8K Hold
120
– – 0.02% 186
2025
Q4 		$17.2K Buy
+120
New +$17.1K 0.02% 176

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Essential Investment Partners's VYM Position: Q2 2026 in Review

Essential Investment Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 120 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #190.

Essential Investment Partners first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Essential Investment Partners held 120 shares of Vanguard High Dividend Yield ETF worth $19K as of Q2 2026.
  • Essential Investment Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #190 holding.
  • Essential Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.