Global Financial Private Client’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Global Financial Private Client’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	$385K	Sell	2,438 -73	-3%	-$11.4K	0.1%	189
2026 Q1	$372K	Hold	2,511	–	–	0.12%	182
2025 Q4	$360K	Hold	2,511	–	–	0.13%	173
2025 Q3	$354K	Sell	2,511 -158	-6%	-$21.7K	0.13%	176
2025 Q2	$356K	Hold	2,669	–	–	0.13%	166
2025 Q1	$344K	Hold	2,669	–	–	0.13%	158
2024 Q4	$341K	Hold	2,669	–	–	0.13%	164
2024 Q3	$342K	Hold	2,669	–	–	0.13%	157
2024 Q2	$317K	Hold	2,669	–	–	0.13%	156
2024 Q1	$322K	Hold	2,669	–	–	0.14%	150
2023 Q4	$298K	Hold	2,669	–	–	0.14%	151
2023 Q3	$272K	Hold	2,669	–	–	0.14%	146
2023 Q2	$285K	Buy	2,669 +73	+3%	+$7.66K	0.14%	149
2023 Q1	$276K	Hold	2,596	–	–	0.14%	135
2022 Q4	$281K	Hold	2,596	–	–	0.16%	115
2022 Q3	$253K	Hold	2,596	–	–	0.15%	122
2022 Q2	$267K	Hold	2,596	–	–	0.15%	121
2022 Q1	$293K	Hold	2,596	–	–	0.14%	125
2021 Q4	$291K	Hold	2,596	–	–	0.14%	124
2021 Q3	$272K	Hold	2,596	–	–	0.14%	119
2021 Q2	$274K	Hold	2,596	–	–	0.15%	115
2021 Q1	$264K	Hold	2,596	–	–	0.19%	98
2020 Q4	$238K	Hold	2,596	–	–	0.19%	92
2020 Q3	$210K	Hold	2,596	–	–	0.18%	92
2020 Q2	$204K	Sell	2,596 -1,055	-29%	-$82K	0.18%	104
2020 Q1	$248K	Sell	3,651 -1,153	-24%	-$99.1K	0.26%	85
2019 Q4	$450K	Buy	+4,804	New	+$436K	0.38%	64

Other funds holding VYM

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

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

Global Financial Private Client's VYM Position: Q2 2026 in Review

Global Financial Private Client reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.9% in Q2 2026, selling an estimated $11.4K and leaving 2,438 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #189.

Global Financial Private Client first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $450K in Q4 2019. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Global Financial Private Client held 2,438 shares of Vanguard High Dividend Yield ETF worth $385K as of Q2 2026.
Global Financial Private Client sold 73 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.4K.
Vanguard High Dividend Yield ETF made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #189 holding.
Global Financial Private Client first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's Vanguard High Dividend Yield ETF position peaked at $450K in Q4 2019.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.