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Global Wealth Management Investment Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Global Wealth Management Investment Advisory’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 		$15.2M Buy
95,900
+2,892
+3% +$452K 2.16% 11
2026
Q1 		$13.8M Sell
93,008
-5,262
-5% -$791K 2.16% 12
2025
Q4 		$14.1M Buy
98,270
+4,966
+5% +$706K 2.26% 11
2025
Q3 		$13.2M Buy
93,304
+2,087
+2% +$287K 2.2% 11
2025
Q2 		$12.2M Buy
91,217
+768
+0.8% +$97.3K 2.28% 12
2025
Q1 		$11.7M Buy
90,449
+3,306
+4% +$433K 2.33% 9
2024
Q4 		$11.1M Buy
87,143
+3,554
+4% +$463K 2.29% 10
2024
Q3 		$10.7M Buy
83,589
+2,841
+4% +$351K 2.31% 10
2024
Q2 		$9.58M Buy
80,748
+3,538
+5% +$420K 2.23% 10
2024
Q1 		$9.34M Buy
77,210
+1,210
+2% +$139K 2.29% 11
2023
Q4 		$8.48M Buy
76,000
+1,423
+2% +$150K 2.18% 10
2023
Q3 		$7.71M Buy
74,577
+265
+0.4% +$28.4K 2.16% 10
2023
Q2 		$7.88M Sell
74,312
-30,059
-29% -$3.15M 2.16% 10
2023
Q1 		$11M Sell
104,371
-26,781
-20% -$2.88M 3.32% 4
2022
Q4 		$14.2M Sell
131,152
-4,555
-3% -$485K 4.62% 2
2022
Q3 		$12.9M Buy
135,707
+6,708
+5% +$698K 4.59% 1
2022
Q2 		$13.1M Buy
128,999
+14,548
+13% +$1.58M 4.42% 1
2022
Q1 		$12.8M Buy
114,451
+15,675
+16% +$1.75M 3.83% 1
2021
Q4 		$11.1M Buy
98,776
+6,452
+7% +$702K 3.33% 1
2021
Q3 		$9.54M Buy
92,324
+9,805
+12% +$1.04M 3.02% 3
2021
Q2 		$8.65M Buy
82,519
+3,080
+4% +$323K 2.88% 5
2021
Q1 		$8.03M Buy
79,439
+1,157
+1% +$112K 2.9% 5
2020
Q4 		$7.16M Buy
78,282
+893
+1% +$77.6K 2.78% 7
2020
Q3 		$6.26M Buy
77,389
+1,344
+2% +$110K 2.71% 7
2020
Q2 		$5.99M Buy
76,045
+74,618
+5,229% +$5.8M 2.56% 6
2020
Q1 		$101K Buy
1,427
+292
+26% +$25.1K 0.05% 136
2019
Q4 		$106K Sell
1,135
-44
-4% -$3.99K 0.04% 143
2019
Q3 		$105K Sell
1,179
-74
-6% -$6.48K 0.05% 133
2019
Q2 		$109K Buy
1,253
+13
+1% +$1.12K 0.05% 131
2019
Q1 		$106K Sell
1,240
-528
-30% -$44.1K 0.06% 159
2018
Q4 		$138K Buy
+1,768
New +$147K 0.08% 153

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's VYM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q2 2026, buying an estimated $452K and bringing the position to 95,900 shares worth $15.2M. The position accounts for 2.16% of the portfolio, ranked #11.

Global Wealth Management Investment Advisory first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 1,164 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Global Wealth Management Investment Advisory held 95,900 shares of Vanguard High Dividend Yield ETF worth $15.2M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,892 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $452K.
  • Vanguard High Dividend Yield ETF made up 2.16% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #11 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,164 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.