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

Etesian 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	$5.11M	Buy	32,323 +7,733	+31%	+$1.21M	1.51%	20
2026 Q1	$3.64M	Buy	24,590 +6,273	+34%	+$943K	1.16%	24
2025 Q4	$2.63M	Buy	18,317 +6,092	+50%	+$866K	0.82%	31
2025 Q3	$1.72M	Buy	12,225 +6,225	+104%	+$855K	0.57%	46
2025 Q2	$800K	Buy	6,000 +306	+5%	+$38.8K	0.3%	72
2025 Q1	$734K	Buy	5,694 +384	+7%	+$50.3K	0.32%	76
2024 Q4	$678K	Buy	+5,310	New	+$692K	0.3%	78

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

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

Etesian Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 31% in Q2 2026, buying an estimated $1.21M and bringing the position to 32,323 shares worth $5.11M. The position accounts for 1.51% of the portfolio, ranked #20.

Etesian Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Etesian Wealth Advisors held 32,323 shares of Vanguard High Dividend Yield ETF worth $5.11M as of Q2 2026.
Etesian Wealth Advisors bought 7,733 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.21M.
Vanguard High Dividend Yield ETF made up 1.51% of Etesian Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Etesian Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.