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Global Wealth Strategies & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Global Wealth Strategies & Associates’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 		$206K Buy
1,306
+338
+35% +$52.8K 0.04% 92
2026
Q1 		$143K Buy
+968
New +$146K 0.04% 98
2025
Q2 		– Sell
-537
Closed -$69.3K – 472
2025
Q1 		$69.3K Buy
+537
New +$70.3K 0.02% 95

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

Global Wealth Strategies & Associates's VYM Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 35% in Q2 2026, buying an estimated $52.8K and bringing the position to 1,306 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #92.

Global Wealth Strategies & Associates first reported a position in VYM in Q1 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Global Wealth Strategies & Associates held 1,306 shares of Vanguard High Dividend Yield ETF worth $206K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 338 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $52.8K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #92 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.