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

Evermay 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 		$11.9M Sell
75,035
-5,588
-7% -$873K 1.22% 16
2026
Q1 		$11.9M Sell
80,623
-2,159
-3% -$325K 1.32% 14
2025
Q4 		$11.9M Sell
82,782
-2,328
-3% -$331K 1.33% 14
2025
Q3 		$12M Sell
85,110
-1,813
-2% -$249K 1.37% 13
2025
Q2 		$11.6M Sell
86,923
-117
-0.1% -$14.8K 1.43% 15
2025
Q1 		$11.2M Sell
87,040
-2,554
-3% -$334K 1.47% 11
2024
Q4 		$11.4M Sell
89,594
-1,365
-2% -$178K 1.73% 10
2024
Q3 		$11.7M Sell
90,959
-2,447
-3% -$302K 1.87% 8
2024
Q2 		$11.1M Sell
93,406
-419
-0.4% -$49.7K 1.78% 10
2024
Q1 		$11.4M Buy
93,825
+88,169
+1,559% +$10.1M 1.71% 10
2023
Q4 		$631K Sell
5,656
-158
-3% -$16.6K 0.12% 93
2023
Q3 		$601K Buy
5,814
+108
+2% +$11.6K 0.12% 85
2023
Q2 		$605K Hold
5,706
– – 0.12% 87
2023
Q1 		$602K Sell
5,706
-563
-9% -$60.6K 0.12% 84
2022
Q4 		$678K Hold
6,269
– – 0.14% 75
2022
Q3 		$595K Buy
6,269
+4,309
+220% +$448K 0.12% 79
2022
Q2 		$199K Sell
1,960
-1,052
-35% -$114K 0.04% 159
2022
Q1 		$338K Buy
3,012
+5
+0.2% +$558 0.06% 146
2021
Q4 		$337K Sell
3,007
-44
-1% -$4.79K 0.06% 130
2021
Q3 		$315K Buy
3,051
+5
+0.2% +$529 0.06% 127
2021
Q2 		$319K Buy
3,046
+11
+0.4% +$1.16K 0.06% 135
2021
Q1 		$307K Sell
3,035
-94
-3% -$9.07K 0.06% 140
2020
Q4 		$286K Buy
3,129
+305
+11% +$26.5K 0.06% 142
2020
Q3 		$229K Buy
+2,824
New +$231K 0.06% 146
2018
Q4 		– Sell
-3,060
Closed -$266K – 153
2018
Q3 		$266K Sell
3,060
-45
-1% -$3.89K 0.08% 117
2018
Q2 		$258K Sell
3,105
-380
-11% -$31.8K 0.09% 116
2018
Q1 		$287K Sell
3,485
-12,541
-78% -$1.08M 0.1% 105
2017
Q4 		$1.37M Sell
16,026
-5,033
-24% -$421K 0.5% 20
2017
Q3 		$1.71M Sell
21,059
-9,103
-30% -$722K 0.74% 15
2017
Q2 		$2.36M Sell
30,162
-9,106
-23% -$709K 1.05% 12
2017
Q1 		$3.05M Sell
39,268
-4,649
-11% -$359K 1.37% 11
2016
Q4 		$3.33M Sell
43,917
-2,188
-5% -$161K 1.63% 10
2016
Q3 		$3.33M Sell
46,105
-658
-1% -$47.8K 1.67% 11
2016
Q2 		$3.34M Sell
46,763
-1,249
-3% -$87.3K 1.75% 11
2016
Q1 		$3.31M Buy
48,012
+185
+0.4% +$12.1K 1.86% 10
2015
Q4 		$3.19M Sell
47,827
-26,027
-35% -$1.75M 1.88% 10
2015
Q3 		$4.63M Buy
73,854
+2,846
+4% +$187K 2.77% 10
2015
Q2 		$4.78M Buy
71,008
+83
+0.1% +$5.76K 2.84% 9
2015
Q1 		$4.84M Sell
70,925
-1,027
-1% -$70.6K 2.86% 10
2014
Q4 		$4.95M Buy
71,952
+2,973
+4% +$202K 3.21% 8
2014
Q3 		$4.58M Buy
68,979
+1,880
+3% +$125K 3.93% 6
2014
Q2 		$4.45M Buy
67,099
+504
+0.8% +$32.6K 3.85% 6
2014
Q1 		$4.2M Buy
66,595
+453
+0.7% +$27.8K 4.48% 4
2013
Q4 		$4.12M Buy
+66,142
New +$4M 5.73% 3

Other funds holding VYM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Evermay Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.9% in Q2 2026, selling an estimated $873K and leaving 75,035 shares worth $11.9M. The position accounts for 1.22% of the portfolio, ranked #16.

Evermay Wealth Management first reported a position in VYM in Q4 2013 and has held it in 44 quarters since. The position peaked at $12M in Q3 2025. 837 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Evermay Wealth Management held 75,035 shares of Vanguard High Dividend Yield ETF worth $11.9M as of Q2 2026.
  • Evermay Wealth Management sold 5,588 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $873K.
  • Vanguard High Dividend Yield ETF made up 1.22% of Evermay Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Evermay Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 44 quarters since.
  • Evermay Wealth Management's Vanguard High Dividend Yield ETF position peaked at $12M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.