EHC
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Everett Harris & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Everett Harris & Co’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 		$4.22M Sell
26,702
-5,199
-16% -$813K 0.05% 87
2026
Q1 		$4.72M Sell
31,901
-781
-2% -$117K 0.06% 82
2025
Q4 		$4.69M Buy
32,682
+1,799
+6% +$256K 0.06% 85
2025
Q3 		$4.35M Sell
30,883
-468
-1% -$64.3K 0.05% 80
2025
Q2 		$4.18M Sell
31,351
-2,641
-8% -$335K 0.05% 82
2025
Q1 		$4.38M Sell
33,992
-345
-1% -$45.2K 0.06% 78
2024
Q4 		$4.38M Buy
34,337
+221
+0.6% +$28.8K 0.06% 77
2024
Q3 		$4.37M Sell
34,116
-298
-0.9% -$36.8K 0.05% 76
2024
Q2 		$4.08M Buy
34,414
+806
+2% +$95.6K 0.05% 78
2024
Q1 		$4.07M Sell
33,608
-3,427
-9% -$393K 0.05% 77
2023
Q4 		$4.13M Buy
37,035
+208
+0.6% +$21.9K 0.06% 74
2023
Q3 		$3.8M Buy
36,827
+553
+2% +$59.3K 0.06% 76
2023
Q2 		$3.85M Buy
36,274
+230
+0.6% +$24.1K 0.06% 78
2023
Q1 		$3.8M Sell
36,044
-1,001
-3% -$108K 0.06% 74
2022
Q4 		$4.01M Buy
37,045
+1,139
+3% +$121K 0.07% 72
2022
Q3 		$3.41M Buy
35,906
+694
+2% +$72.2K 0.06% 72
2022
Q2 		$3.58M Buy
35,212
+1,403
+4% +$152K 0.06% 76
2022
Q1 		$3.79M Buy
33,809
+403
+1% +$44.9K 0.05% 81
2021
Q4 		$3.75M Buy
33,406
+1,279
+4% +$139K 0.05% 82
2021
Q3 		$3.32M Buy
32,127
+4,559
+17% +$482K 0.05% 81
2021
Q2 		$2.89M Buy
27,568
+9,548
+53% +$1M 0.05% 84
2021
Q1 		$1.82M Buy
18,020
+9,560
+113% +$922K 0.03% 100
2020
Q4 		$774K Buy
+8,460
New +$735K 0.01% 143

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

Everett Harris & Co's VYM Position: Q2 2026 in Review

Everett Harris & Co reduced its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q2 2026, selling an estimated $813K and leaving 26,702 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #87.

Everett Harris & Co first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.72M in Q1 2026. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Everett Harris & Co held 26,702 shares of Vanguard High Dividend Yield ETF worth $4.22M as of Q2 2026.
  • Everett Harris & Co sold 5,199 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $813K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Everett Harris & Co's portfolio in Q2 2026, its #87 holding.
  • Everett Harris & Co first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Everett Harris & Co's Vanguard High Dividend Yield ETF position peaked at $4.72M in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.