Everhart Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Everhart Financial Group’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	$265K	Buy	1,678 +6	+0.4%	+$938	0.02%	404
2026 Q1	$248K	Sell	1,672 -1	-0.1%	-$150	0.02%	400
2025 Q4	$240K	Hold	1,673	–	–	0.02%	377
2025 Q3	$236K	Buy	1,673 +35	+2%	+$4.81K	0.02%	352
2025 Q2	$218K	Sell	1,638 -3	-0.2%	-$380	0.03%	325
2025 Q1	$212K	Hold	1,641	–	–	0.03%	314
2024 Q4	$209K	Sell	1,641 -5	-0.3%	-$652	0.04%	300
2024 Q3	$211K	Buy	+1,646	New	+$203K	0.05%	308
2023 Q3	–	Sell	-5,634	Closed	-$490K	–	231
2023 Q2	$490K	Buy	5,634 +1,013	+22%	+$106K	0.2%	98
2023 Q1	$487K	Sell	4,621 -962	-17%	-$103K	0.22%	90
2022 Q4	$496K	Sell	5,583 -17	-0.3%	-$1.81K	0.25%	86
2022 Q3	$532K	Sell	5,600 -1,000	-15%	-$104K	0.29%	68
2022 Q2	$671K	Buy	6,600 +31	+0.5%	+$3.36K	0.41%	49
2022 Q1	$737K	Buy	6,569 +350	+6%	+$39K	0.43%	49
2021 Q4	$697K	Buy	6,219 +312	+5%	+$33.9K	0.42%	49
2021 Q3	$611K	Buy	+5,907	New	+$624K	0.42%	47

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Everhart Financial Group's VYM Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.36% in Q2 2026, buying an estimated $938 and bringing the position to 1,678 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #404.

Everhart Financial Group first reported a position in VYM in Q3 2021 and has held it in 16 quarters since. The position peaked at $737K in Q1 2022. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Everhart Financial Group held 1,678 shares of Vanguard High Dividend Yield ETF worth $265K as of Q2 2026.
Everhart Financial Group bought 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
Vanguard High Dividend Yield ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #404 holding.
Everhart Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 16 quarters since.
Everhart Financial Group's Vanguard High Dividend Yield ETF position peaked at $737K in Q1 2022.
456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.