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

Heartwood Wealth 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
2026 Q2	$43.9M	Buy	277,781 +8,859	+3%	+$1.38M	3.41%	8
2026 Q1	$39.8M	Buy	268,922 +1,118	+0.4%	+$168K	3.47%	8
2025 Q4	$38.4M	Buy	267,804 +3,186	+1%	+$453K	3.54%	8
2025 Q3	$37.3M	Buy	264,618 +3,221	+1%	+$443K	3.48%	9
2025 Q2	$34.8M	Buy	261,397 +6,034	+2%	+$764K	3.64%	8
2025 Q1	$32.9M	Sell	255,363 -10,374	-4%	-$1.36M	3.76%	9
2024 Q4	$33.9M	Buy	265,737 +2,131	+0.8%	+$278K	3.82%	8
2024 Q3	$33.8M	Buy	263,606 +2,785	+1%	+$344K	3.74%	8
2024 Q2	$30.9M	Buy	260,821 +2,161	+0.8%	+$256K	3.7%	8
2024 Q1	$31.3M	Buy	258,660 +10,140	+4%	+$1.16M	3.85%	7
2023 Q4	$27.7M	Sell	248,520 -380	-0.2%	-$39.9K	3.69%	7
2023 Q3	$25.7M	Buy	248,900 +2,333	+0.9%	+$250K	3.79%	6
2023 Q2	$26.2M	Buy	246,567 +5,870	+2%	+$616K	3.71%	6
2023 Q1	$25.4M	Buy	240,697 +25,701	+12%	+$2.76M	3.78%	6
2022 Q4	$23.3M	Sell	214,996 -12,600	-6%	-$1.34M	3.64%	7
2022 Q3	$21.6M	Buy	227,596 +6,359	+3%	+$661K	3.74%	7
2022 Q2	$22.5M	Sell	221,237 -1,596	-0.7%	-$173K	3.7%	7
2022 Q1	$25M	Sell	222,833 -17,683	-7%	-$1.97M	3.72%	7
2021 Q4	$27M	Buy	240,516 +393	+0.2%	+$42.8K	4.05%	7
2021 Q3	$24.8M	Buy	240,123 +1,639	+0.7%	+$173K	3.86%	7
2021 Q2	$25M	Sell	238,484 -2,892	-1%	-$304K	3.84%	7
2021 Q1	$24.4M	Sell	241,376 -817	-0.3%	-$78.8K	3.92%	8
2020 Q4	$22.2M	Buy	242,193 +6,131	+3%	+$533K	3.58%	8
2020 Q3	$19.1M	Sell	236,062 -79,164	-25%	-$6.48M	3.65%	8
2020 Q2	$18.8M	Buy	315,226 +120,742	+62%	+$9.39M	3.72%	9
2020 Q1	$13.8M	Buy	194,484 +171,303	+739%	+$14.7M	3.3%	11
2019 Q4	$2.17M	Buy	+23,181	New	+$2.1M	0.42%	35

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

Heartwood Wealth Advisors's VYM Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q2 2026, buying an estimated $1.38M and bringing the position to 277,781 shares worth $43.9M. The position accounts for 3.41% of the portfolio, ranked #8.

Heartwood Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Heartwood Wealth Advisors held 277,781 shares of Vanguard High Dividend Yield ETF worth $43.9M as of Q2 2026.
Heartwood Wealth Advisors bought 8,859 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.38M.
Vanguard High Dividend Yield ETF made up 3.41% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Heartwood Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.