HC Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HC Advisors’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
2025 Q2	–	Sell	-2,587	Closed	-$334K	–	71
2025 Q1	$334K	Buy	+2,587	New	+$339K	0.25%	39
2024 Q2	–	Sell	-4,066	Closed	-$492K	–	90
2024 Q1	$492K	Hold	4,066	–	–	0.23%	55
2023 Q4	$454K	Hold	4,066	–	–	0.25%	53
2023 Q3	$420K	Buy	4,066 +12	+0.3%	+$1.29K	0.25%	54
2023 Q2	$430K	Buy	4,054 +13	+0.3%	+$1.36K	0.25%	54
2023 Q1	$426K	Buy	4,041 +11	+0.3%	+$1.18K	0.26%	54
2022 Q4	$436K	Buy	4,030 +214	+6%	+$22.8K	0.3%	53
2022 Q3	$362K	Buy	3,816 +394	+12%	+$41K	0.25%	55
2022 Q2	$348K	Buy	3,422 +751	+28%	+$81.4K	0.25%	54
2022 Q1	$300K	Buy	2,671 +545	+26%	+$60.8K	0.19%	63
2021 Q4	$238K	Hold	2,126	–	–	0.15%	70
2021 Q3	$220K	Hold	2,126	–	–	0.14%	69
2021 Q2	$223K	Hold	2,126	–	–	0.14%	72
2021 Q1	$215K	Buy	+2,126	New	+$205K	0.14%	75

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Advisors's VYM Position: Q2 2025 in Review

HC Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 2,587 shares — an estimated $334K sold.

HC Advisors first reported a position in VYM in Q1 2021 and held it in 14 quarters. The position peaked at $492K in Q1 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

HC Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
HC Advisors sold 2,587 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $334K.
HC Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 14 quarters.
HC Advisors's Vanguard High Dividend Yield ETF position peaked at $492K in Q1 2024.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on HC Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.