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HBW Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HBW Advisory Services’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 		$10.2M Sell
64,715
-142
-0.2% -$22.2K 0.93% 26
2026
Q1 		$9.61M Sell
64,857
-2,142
-3% -$322K 1.01% 24
2025
Q4 		$9.62M Buy
66,999
+483
+0.7% +$68.7K 1.04% 22
2025
Q3 		$9.38M Sell
66,516
-187
-0.3% -$25.7K 1.06% 18
2025
Q2 		$8.89M Sell
66,703
-681
-1% -$86.3K 1.1% 16
2025
Q1 		$8.69M Sell
67,384
-1,561
-2% -$204K 1.24% 13
2024
Q4 		$8.8M Buy
68,945
+1,150
+2% +$150K 0.9% 17
2024
Q3 		$8.69M Sell
67,795
-326
-0.5% -$40.2K 1.27% 14
2024
Q2 		$8.08M Sell
68,121
-3,738
-5% -$443K 1.34% 11
2024
Q1 		$8.02M Hold
71,859
– – 1.5% 8
2023
Q4 		$8.02M Buy
71,859
+1,140
+2% +$120K 1.5% 8
2023
Q3 		$7.31M Buy
70,719
+2,455
+4% +$263K 1.53% 7
2023
Q2 		$7.24M Buy
68,264
+3,675
+6% +$385K 1.57% 7
2023
Q1 		$6.81M Buy
64,589
+4,550
+8% +$489K 1.7% 5
2022
Q4 		$6.5M Buy
60,039
+3,230
+6% +$344K 1.71% 5
2022
Q3 		$5.39M Buy
56,809
+3,427
+6% +$356K 1.5% 8
2022
Q2 		$5.43M Buy
53,382
+4,240
+9% +$459K 1.4% 8
2022
Q1 		$5.52M Buy
49,142
+901
+2% +$100K 1.94% 7
2021
Q4 		$5.41M Buy
48,241
+10,572
+28% +$1.15M 1.25% 17
2021
Q3 		$3.89M Sell
37,669
-137
-0.4% -$14.5K 1.01% 32
2021
Q2 		$3.96M Buy
37,806
+1,894
+5% +$199K 1.04% 33
2021
Q1 		$3.63M Buy
35,912
+1,489
+4% +$144K 0.97% 36
2020
Q4 		$3.15M Buy
34,423
+2,929
+9% +$254K 0.96% 41
2020
Q3 		$2.55M Buy
31,494
+7,489
+31% +$613K 1.05% 35
2020
Q2 		$1.89M Buy
+24,005
New +$1.87M 0.88% 44
2020
Q1 		– Sell
-10,798
Closed -$1.01M – 148
2019
Q4 		$1.01M Buy
+10,798
New +$979K 0.59% 51

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

HBW Advisory Services's VYM Position: Q2 2026 in Review

HBW Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.22% in Q2 2026, selling an estimated $22.2K and leaving 64,715 shares worth $10.2M. The position accounts for 0.93% of the portfolio, ranked #26.

HBW Advisory Services first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HBW Advisory Services held 64,715 shares of Vanguard High Dividend Yield ETF worth $10.2M as of Q2 2026.
  • HBW Advisory Services sold 142 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $22.2K.
  • Vanguard High Dividend Yield ETF made up 0.93% of HBW Advisory Services's portfolio in Q2 2026, its #26 holding.
  • HBW Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.