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Garton & Associates Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Garton & Associates Financial 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 		– Sell
-6,592
Closed -$976K – 72
2026
Q1 		$976K Sell
6,592
-204
-3% -$30.7K 0.8% 39
2025
Q4 		$975K Buy
+6,796
New +$967K 0.55% 38

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

Garton & Associates Financial Advisors's VYM Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 6,592 shares — an estimated $976K sold.

Garton & Associates Financial Advisors first reported a position in VYM in Q4 2025 and held it in 2 quarters. The position peaked at $976K in Q1 2026. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 6,592 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $976K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $976K in Q1 2026.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.