Financial Synergies Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Financial Synergies 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	$250K	Hold	1,585	–	–	0.02%	107
2026 Q1	$235K	Buy	1,585 +125	+9%	+$18.8K	0.02%	106
2025 Q4	$210K	Buy	+1,460	New	+$208K	0.02%	102
2024 Q4	–	Sell	-1,700	Closed	-$218K	–	80
2024 Q3	$218K	Hold	1,700	–	–	0.03%	71
2024 Q2	$202K	Hold	1,700	–	–	0.03%	70
2024 Q1	$206K	Hold	1,700	–	–	0.03%	68
2023 Q4	$184K	Hold	1,700	–	–	0.03%	67
2023 Q3	$176K	Hold	1,700	–	–	0.03%	66
2023 Q2	$180K	Hold	1,700	–	–	0.03%	68
2023 Q1	$179K	Hold	1,700	–	–	0.03%	67
2022 Q4	$184K	Hold	1,700	–	–	0.03%	67
2022 Q3	$161K	Hold	1,700	–	–	0.03%	69
2022 Q2	$173K	Buy	+1,700	New	+$184K	0.03%	68

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's VYM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,585 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #107.

Financial Synergies Wealth Advisors first reported a position in VYM in Q2 2022 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Financial Synergies Wealth Advisors held 1,585 shares of Vanguard High Dividend Yield ETF worth $250K as of Q2 2026.
Financial Synergies Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 13 quarters since.
1,211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.