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 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 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. 1,077 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.
1,077 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.