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HB Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HB Wealth Management’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 		$14.6M Buy
92,432
+4,481
+5% +$700K 0.08% 134
2026
Q1 		$13M Sell
87,951
-7,039
-7% -$1.06M 0.08% 129
2025
Q4 		$13.6M Buy
94,990
+5,134
+6% +$730K 0.09% 129
2025
Q3 		$12.7M Buy
89,856
+14,064
+19% +$1.93M 0.09% 127
2025
Q2 		$10.1M Buy
75,792
+578
+0.8% +$73.2K 0.08% 135
2025
Q1 		$9.7M Buy
75,214
+11,750
+19% +$1.54M 0.08% 132
2024
Q4 		$8.1M Sell
63,464
-1,557
-2% -$203K 0.08% 118
2024
Q3 		$8.34M Buy
65,021
+4,326
+7% +$534K 0.09% 108
2024
Q2 		$7.2M Sell
60,695
-4,495
-7% -$533K 0.08% 112
2024
Q1 		$7.89M Buy
65,190
+2,143
+3% +$246K 0.1% 106
2023
Q4 		$7.04M Buy
63,047
+3,631
+6% +$382K 0.1% 105
2023
Q3 		$6.14M Sell
59,416
-867
-1% -$93K 0.1% 104
2023
Q2 		$6.39M Sell
60,283
-1,040
-2% -$109K 0.1% 103
2023
Q1 		$6.47M Buy
61,323
+162
+0.3% +$17.4K 0.11% 98
2022
Q4 		$6.62M Buy
61,161
+1,802
+3% +$192K 0.12% 93
2022
Q3 		$5.63M Buy
59,359
+18,670
+46% +$1.94M 0.12% 90
2022
Q2 		$4.14M Buy
40,689
+23,860
+142% +$2.59M 0.08% 114
2022
Q1 		$1.89M Buy
16,829
+1,408
+9% +$157K 0.04% 188
2021
Q4 		$1.73M Buy
+15,421
New +$1.68M 0.03% 173

Other funds holding VYM

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

HB Wealth Management's VYM Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.1% in Q2 2026, buying an estimated $700K and bringing the position to 92,432 shares worth $14.6M. The position accounts for 0.08% of the portfolio, ranked #134.

HB Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HB Wealth Management held 92,432 shares of Vanguard High Dividend Yield ETF worth $14.6M as of Q2 2026.
  • HB Wealth Management bought 4,481 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $700K.
  • Vanguard High Dividend Yield ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #134 holding.
  • HB Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.