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

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

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. 2,061 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.
2,061 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.