EWM
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Evergreen Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Evergreen Wealth Management’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 		$11.5M Buy
72,610
+1,430
+2% +$223K 5.38% 2
2026
Q1 		$10.5M Buy
71,180
+336
+0.5% +$50.5K 5.44% 3
2025
Q4 		$10.2M Buy
70,844
+1,022
+1% +$145K 5.12% 4
2025
Q3 		$9.84M Buy
69,822
+258
+0.4% +$35.5K 5.16% 4
2025
Q2 		$9.27M Buy
69,564
+2,257
+3% +$286K 5.2% 3
2025
Q1 		$8.68M Sell
67,307
-87
-0.1% -$11.4K 5.18% 3
2024
Q4 		$8.6M Sell
67,394
-352
-0.5% -$45.9K 5.08% 3
2024
Q3 		$8.69M Buy
67,746
+1,285
+2% +$159K 5.23% 2
2024
Q2 		$7.88M Hold
66,461
– – 5.22% 2
2024
Q1 		$8.04M Hold
66,461
– – 5.44% 2
2023
Q4 		$7.42M Buy
66,461
+724
+1% +$76.1K 5.46% 2
2023
Q3 		$6.79M Buy
65,737
+585
+0.9% +$62.8K 5.37% 3
2023
Q2 		$6.91M Buy
65,152
+7,922
+14% +$831K 5.41% 3
2023
Q1 		$6.04M Buy
57,230
+1,650
+3% +$177K 5.36% 3
2022
Q4 		$5.98M Buy
+55,580
New +$5.91M 5.5% 3

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Evergreen Wealth Management's VYM Position: Q2 2026 in Review

Evergreen Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, buying an estimated $223K and bringing the position to 72,610 shares worth $11.5M. The position accounts for 5.38% of the portfolio, ranked #2.

Evergreen Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Evergreen Wealth Management held 72,610 shares of Vanguard High Dividend Yield ETF worth $11.5M as of Q2 2026.
  • Evergreen Wealth Management bought 1,430 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $223K.
  • Vanguard High Dividend Yield ETF made up 5.38% of Evergreen Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Evergreen Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.