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

Financial Perspectives’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 		$23.2M Buy
147,002
+1,895
+1% +$296K 5.65% 2
2026
Q1 		$21.5M Buy
145,107
+795
+0.6% +$120K 6% 1
2025
Q4 		$20.7M Buy
144,312
+787
+0.5% +$112K 5.58% 3
2025
Q3 		$20.2M Buy
143,525
+3,347
+2% +$460K 5.61% 3
2025
Q2 		$18.7M Buy
140,178
+4,545
+3% +$576K 5.65% 3
2025
Q1 		$17.7M Sell
135,633
-293
-0.2% -$38.4K 6.05% 2
2024
Q4 		$17.3M Buy
135,926
+30
+0% +$3.91K 5.82% 2
2024
Q3 		$17.4M Buy
135,896
+1,456
+1% +$180K 6.04% 2
2024
Q2 		$15.9M Buy
134,440
+705
+0.5% +$83.6K 5.89% 2
2024
Q1 		$16.2M Sell
133,735
-451
-0.3% -$51.7K 6.13% 2
2023
Q4 		$15M Buy
134,186
+65
+0% +$6.83K 6.08% 2
2023
Q3 		$13.9M Buy
134,121
+13
+0% +$1.4K 6.34% 2
2023
Q2 		$14.2M Sell
134,108
-3,204
-2% -$336K 6.26% 2
2023
Q1 		$14.5M Buy
137,312
+642
+0.5% +$69K 6.92% 2
2022
Q4 		$14.8M Buy
136,670
+27,269
+25% +$2.9M 7.58% 2
2022
Q3 		$10.4M Buy
109,401
+9,265
+9% +$963K 5.82% 2
2022
Q2 		$10.2M Sell
100,136
-3,630
-3% -$393K 5.75% 2
2022
Q1 		$11.6M Buy
103,766
+2,301
+2% +$257K 5.44% 3
2021
Q4 		$11.4M Buy
101,465
+1,613
+2% +$175K 5.38% 3
2021
Q3 		$10.3M Buy
99,852
+4,918
+5% +$520K 5.2% 2
2021
Q2 		$9.95M Sell
94,934
-9,022,250
-99% -$947M 4.84% 3
2021
Q1 		$90.2M Buy
9,117,184
+9,031,950
+10,597% +$871M 4.48% 4
2020
Q4 		$7.8M Buy
85,234
+5,298
+7% +$460K 4.43% 4
2020
Q3 		$6.47M Sell
79,936
-3,576
-4% -$293K 4.26% 6
2020
Q2 		$6.58M Sell
83,512
-1,250
-1% -$97.2K 4.71% 3
2020
Q1 		$6M Buy
84,762
+8,461
+11% +$727K 4.85% 4
2019
Q4 		$7.15M Buy
+76,301
New +$6.92M 4.88% 5

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

Financial Perspectives's VYM Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, buying an estimated $296K and bringing the position to 147,002 shares worth $23.2M. The position accounts for 5.65% of the portfolio, ranked #2.

Financial Perspectives first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $90.2M in Q1 2021. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Financial Perspectives held 147,002 shares of Vanguard High Dividend Yield ETF worth $23.2M as of Q2 2026.
  • Financial Perspectives bought 1,895 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $296K.
  • Vanguard High Dividend Yield ETF made up 5.65% of Financial Perspectives's portfolio in Q2 2026, its #2 holding.
  • Financial Perspectives first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Vanguard High Dividend Yield ETF position peaked at $90.2M in Q1 2021.
  • 1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.