EWA
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EverSource Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

EverSource Wealth Advisors’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 		$6.58M Buy
41,632
+970
+2% +$152K 0.22% 96
2026
Q1 		$6.02M Sell
40,662
-7,233
-15% -$1.09M 0.18% 101
2025
Q4 		$6.87M Buy
47,895
+192
+0.4% +$27.3K 0.25% 82
2025
Q3 		$6.72M Sell
47,703
-231
-0.5% -$31.7K 0.27% 83
2025
Q2 		$6.39M Buy
47,934
+161
+0.3% +$20.4K 0.29% 81
2025
Q1 		$6.16M Buy
47,773
+20,551
+75% +$2.69M 0.34% 73
2024
Q4 		$3.47M Buy
27,222
+3,037
+13% +$396K 0.2% 103
2024
Q3 		$3.1M Sell
24,185
-438
-2% -$54.1K 0.2% 106
2024
Q2 		$3.06M Buy
24,623
+6,901
+39% +$818K 0.2% 101
2024
Q1 		$2.06M Buy
17,722
+2,421
+16% +$277K 0.16% 115
2023
Q4 		$1.71M Sell
15,301
-7,266
-32% -$763K 0.16% 120
2023
Q3 		$2.33M Buy
22,567
+2,915
+15% +$313K 0.25% 93
2023
Q2 		$2.08M Sell
19,652
-3,419
-15% -$359K 0.23% 100
2023
Q1 		$2.43M Buy
23,071
+13,822
+149% +$1.49M 0.3% 88
2022
Q4 		$1M Buy
9,249
+2,135
+30% +$227K 0.15% 118
2022
Q3 		$675K Sell
7,114
-19
-0.3% -$1.98K 0.15% 129
2022
Q2 		$725K Buy
7,133
+135
+2% +$14.6K 0.19% 100
2022
Q1 		$786K Sell
6,998
-160
-2% -$17.8K 0.2% 99
2021
Q4 		$802K Buy
+7,158
New +$779K 0.22% 71

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

EverSource Wealth Advisors's VYM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, buying an estimated $152K and bringing the position to 41,632 shares worth $6.58M. The position accounts for 0.22% of the portfolio, ranked #96.

EverSource Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.87M in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • EverSource Wealth Advisors held 41,632 shares of Vanguard High Dividend Yield ETF worth $6.58M as of Q2 2026.
  • EverSource Wealth Advisors bought 970 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $152K.
  • Vanguard High Dividend Yield ETF made up 0.22% of EverSource Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $6.87M in Q4 2025.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.