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Great Valley Advisor Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Great Valley Advisor Group’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
Q1 		$3.4M Buy
22,944
+6,719
+41% +$1.01M 0.06% 272
2025
Q4 		$2.33M Buy
16,225
+4,662
+40% +$663K 0.04% 312
2025
Q3 		$1.63M Sell
11,563
-514
-4% -$70.6K 0.03% 379
2025
Q2 		$1.61M Buy
12,077
+2,394
+25% +$303K 0.04% 357
2025
Q1 		$1.25M Buy
9,683
+1,360
+16% +$178K 0.03% 408
2024
Q4 		$1.06M Sell
8,323
-372
-4% -$48.5K 0.02% 433
2024
Q3 		$1.11M Sell
8,695
-95
-1% -$11.7K 0.03% 409
2024
Q2 		$1.04M Buy
8,790
+161
+2% +$19.1K 0.03% 379
2024
Q1 		$1.04M Sell
8,629
-22,932
-73% -$2.63M 0.03% 367
2023
Q4 		$3.52M Buy
31,561
+2,138
+7% +$225K 0.12% 180
2023
Q3 		$3.04M Buy
29,423
+24,015
+444% +$2.58M 0.13% 177
2023
Q2 		$574K Sell
5,408
-245
-4% -$25.7K 0.02% 415
2023
Q1 		$596K Buy
5,653
+115
+2% +$12.4K 0.03% 402
2022
Q4 		$600K Sell
5,538
-73
-1% -$7.77K 0.03% 410
2022
Q3 		$532K Sell
5,611
-161
-3% -$16.7K 0.03% 408
2022
Q2 		$587K Buy
5,772
+369
+7% +$40K 0.03% 399
2022
Q1 		$606K Sell
5,403
-691
-11% -$77.1K 0.04% 359
2021
Q4 		$671K Buy
6,094
+658
+12% +$71.6K 0.04% 332
2021
Q3 		$562K Sell
5,436
-619
-10% -$65.4K 0.04% 334
2021
Q2 		$625K Buy
6,055
+3,366
+125% +$353K 0.05% 304
2021
Q1 		$272K Buy
2,689
+18
+0.7% +$1.74K 0.03% 423
2020
Q4 		$244K Sell
2,671
-301
-10% -$26.1K 0.03% 417
2020
Q3 		$240K Sell
2,972
-257
-8% -$21K 0.03% 370
2020
Q2 		$255K Buy
+3,229
New +$251K 0.04% 341
2020
Q1 		– Sell
-2,664
Closed -$249K – 383
2019
Q4 		$249K Sell
2,664
-6,812
-72% -$618K 0.06% 309
2019
Q3 		$840K Buy
9,476
+146
+2% +$12.8K 0.2% 146
2019
Q2 		$818K Buy
+9,330
New +$807K 0.21% 144

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Valley Advisor Group's VYM Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 41% in Q1 2026, buying an estimated $1.01M and bringing the position to 22,944 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #272.

Great Valley Advisor Group first reported a position in VYM in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.52M in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Great Valley Advisor Group held 22,944 shares of Vanguard High Dividend Yield ETF worth $3.4M as of Q1 2026.
  • Great Valley Advisor Group bought 6,719 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.01M.
  • Vanguard High Dividend Yield ETF made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #272 holding.
  • Great Valley Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 27 quarters since.
  • Great Valley Advisor Group's Vanguard High Dividend Yield ETF position peaked at $3.52M in Q4 2023.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.