GHI
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Gross & Hartman Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gross & Hartman Investments’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 		$14.2M Sell
89,709
-476
-0.5% -$74.4K 6.26% 5
2026
Q1 		$13.4M Buy
90,185
+8,591
+11% +$1.29M 6.94% 4
2025
Q4 		$11.7M Buy
+81,594
New +$11.6M 6.67% 4

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gross & Hartman Investments's VYM Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.53% in Q2 2026, selling an estimated $74.4K and leaving 89,709 shares worth $14.2M. The position accounts for 6.26% of the portfolio, ranked #5.

Gross & Hartman Investments first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Gross & Hartman Investments held 89,709 shares of Vanguard High Dividend Yield ETF worth $14.2M as of Q2 2026.
  • Gross & Hartman Investments sold 476 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $74.4K.
  • Vanguard High Dividend Yield ETF made up 6.26% of Gross & Hartman Investments's portfolio in Q2 2026, its #5 holding.
  • Gross & Hartman Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.