GWN Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GWN Securities’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	$1.04M	Buy	6,562 +4	+0.1%	+$625	0.17%	149
2026 Q1	$971K	Buy	6,558 +91	+1%	+$13.7K	0.19%	133
2025 Q4	$928K	Buy	6,467 +339	+6%	+$48.2K	0.19%	131
2025 Q3	$870K	Sell	6,128 -5,192	-46%	-$713K	0.2%	121
2025 Q2	$1.52M	Buy	11,320 +3,544	+46%	+$449K	0.28%	80
2025 Q1	$1M	Buy	7,776 +1,816	+30%	+$238K	0.06%	305
2024 Q4	$778K	Buy	+5,960	New	+$777K	0.21%	112

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

GWN Securities's VYM Position: Q2 2026 in Review

GWN Securities increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.06% in Q2 2026, buying an estimated $625 and bringing the position to 6,562 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #149.

GWN Securities first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

GWN Securities held 6,562 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q2 2026.
GWN Securities bought 4 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $625.
Vanguard High Dividend Yield ETF made up 0.17% of GWN Securities's portfolio in Q2 2026, its #149 holding.
GWN Securities first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Vanguard High Dividend Yield ETF position peaked at $1.52M in Q2 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.