Granite FO LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Granite FO LLC’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	$8.66M	Sell	54,790 -17,721	-24%	-$2.77M	4.58%	7
2026 Q1	$10.7M	Sell	72,511 -2,917	-4%	-$439K	6.35%	4
2025 Q4	$10.8M	Buy	75,428 +9	+0%	+$1.28K	5.77%	5
2025 Q3	$10.6M	Buy	75,419 +8	+0%	+$1.1K	5.77%	4
2025 Q2	$10.1M	Sell	75,411 -776	-1%	-$98.3K	5.69%	4
2025 Q1	$9.83M	Sell	76,187 -2,341	-3%	-$306K	5.58%	5
2024 Q4	$10M	Sell	78,528 -215	-0.3%	-$28K	5.72%	4
2024 Q3	$10.1M	Sell	78,743 -1,476	-2%	-$182K	5.71%	4
2024 Q2	$9.51M	Buy	80,219 +1,485	+2%	+$176K	6.08%	4
2024 Q1	$9.9M	Sell	78,734 -8,715	-10%	-$999K	5.82%	4
2023 Q4	$9.76M	Sell	87,449 -30,430	-26%	-$3.2M	6.53%	4
2023 Q3	$12.2M	Buy	117,879 +1,109	+0.9%	+$119K	8.56%	4
2023 Q2	$12.4M	Buy	116,770 +11	+0%	+$1.15K	8.47%	4
2023 Q1	$12.5M	Sell	116,759 -1,155	-1%	-$124K	7.7%	4
2022 Q4	$13.3M	Buy	+117,914	New	+$12.5M	10.28%	4

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

Granite FO LLC's VYM Position: Q2 2026 in Review

Granite FO LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 24% in Q2 2026, selling an estimated $2.77M and leaving 54,790 shares worth $8.66M. The position accounts for 4.58% of the portfolio, ranked #7.

Granite FO LLC first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q4 2022. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Granite FO LLC held 54,790 shares of Vanguard High Dividend Yield ETF worth $8.66M as of Q2 2026.
Granite FO LLC sold 17,721 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.77M.
Vanguard High Dividend Yield ETF made up 4.58% of Granite FO LLC's portfolio in Q2 2026, its #7 holding.
Granite FO LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's Vanguard High Dividend Yield ETF position peaked at $13.3M in Q4 2022.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.