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Gradient Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gradient Capital 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 		$839K Buy
5,309
+2
+0% +$313 0.19% 87
2026
Q1 		$786K Sell
5,307
-70
-1% -$10.5K 0.2% 83
2025
Q4 		$772K Buy
5,377
+5
+0.1% +$711 0.2% 85
2025
Q3 		$757K Sell
5,372
-280
-5% -$38.5K 0.2% 80
2025
Q2 		$753K Sell
5,652
-223
-4% -$28.3K 0.22% 79
2025
Q1 		$758K Buy
5,875
+365
+7% +$47.8K 0.25% 77
2024
Q4 		$703K Buy
5,510
+28
+0.5% +$3.65K 0.23% 78
2024
Q3 		$703K Sell
5,482
-116
-2% -$14.3K 0.23% 75
2024
Q2 		$664K Sell
5,598
-4
-0.1% -$474 0.24% 75
2024
Q1 		$678K Buy
5,602
+52
+0.9% +$5.96K 0.25% 73
2023
Q4 		$620K Sell
5,550
-75
-1% -$7.88K 0.24% 76
2023
Q3 		$581K Sell
5,625
-176
-3% -$18.9K 0.24% 76
2023
Q2 		$615K Buy
5,801
+8
+0.1% +$839 0.25% 74
2023
Q1 		$611K Buy
5,793
+42
+0.7% +$4.52K 0.26% 75
2022
Q4 		$622K Sell
5,751
-326
-5% -$34.7K 0.28% 72
2022
Q3 		$577K Buy
6,077
+1,433
+31% +$149K 0.28% 75
2022
Q2 		$472K Buy
4,644
+1,410
+44% +$153K 0.23% 80
2022
Q1 		$363K Buy
3,234
+859
+36% +$95.8K 0.15% 92
2021
Q4 		$266K Sell
2,375
-56
-2% -$6.09K 0.11% 107
2021
Q3 		$251K Buy
+2,431
New +$257K 0.12% 104

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gradient Capital Advisors's VYM Position: Q2 2026 in Review

Gradient Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q2 2026, buying an estimated $313 and bringing the position to 5,309 shares worth $839K. The position accounts for 0.19% of the portfolio, ranked #87.

Gradient Capital Advisors first reported a position in VYM in Q3 2021 and has held it in 20 quarters since. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Gradient Capital Advisors held 5,309 shares of Vanguard High Dividend Yield ETF worth $839K as of Q2 2026.
  • Gradient Capital Advisors bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.19% of Gradient Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Gradient Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.