Guardian Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Guardian Financial Partners’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	$8.52M	Buy	53,912 +1,627	+3%	+$254K	3.32%	11
2026 Q1	$7.74M	Sell	52,285 -4,872	-9%	-$733K	3.27%	11
2025 Q4	$8.2M	Sell	57,157 -4,791	-8%	-$681K	3.46%	9
2025 Q3	$8.73M	Buy	61,948 +2,803	+5%	+$385K	3.68%	9
2025 Q2	$7.88M	Buy	59,145 +2,367	+4%	+$300K	3.54%	9
2025 Q1	$7.32M	Buy	56,778 +3,552	+7%	+$465K	3.5%	10
2024 Q4	$6.79M	Buy	53,226 +3,300	+7%	+$430K	4.03%	7
2024 Q3	$6.4M	Buy	49,926 +2,746	+6%	+$339K	4%	9
2024 Q2	$5.6M	Buy	47,180 +2,703	+6%	+$321K	3.71%	9
2024 Q1	$5.38M	Buy	44,477 +7,977	+22%	+$914K	3.69%	9
2023 Q4	$4.07M	Buy	36,500 +3,942	+12%	+$414K	3.34%	12
2023 Q3	$3.36M	Buy	+32,558	New	+$3.49M	3.16%	12
2023 Q2	–	Sell	-17,802	Closed	-$1.88M	–	42
2023 Q1	$1.88M	Buy	17,802 +9,888	+125%	+$1.06M	1.89%	17
2022 Q4	$856K	Buy	+7,914	New	+$842K	0.91%	23

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Financial Partners's VYM Position: Q2 2026 in Review

Guardian Financial Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q2 2026, buying an estimated $254K and bringing the position to 53,912 shares worth $8.52M. The position accounts for 3.32% of the portfolio, ranked #11.

Guardian Financial Partners first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.73M in Q3 2025. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Guardian Financial Partners held 53,912 shares of Vanguard High Dividend Yield ETF worth $8.52M as of Q2 2026.
Guardian Financial Partners bought 1,627 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $254K.
Vanguard High Dividend Yield ETF made up 3.32% of Guardian Financial Partners's portfolio in Q2 2026, its #11 holding.
Guardian Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Guardian Financial Partners's Vanguard High Dividend Yield ETF position peaked at $8.73M in Q3 2025.
2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.