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

Hegarty 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 		$2.65M Buy
16,787
+497
+3% +$77.7K 1.83% 16
2026
Q1 		$2.41M Buy
16,290
+365
+2% +$54.9K 1.9% 17
2025
Q4 		$2.29M Buy
+15,925
New +$2.26M 1.98% 16

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hegarty Advisors's VYM Position: Q2 2026 in Review

Hegarty Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q2 2026, buying an estimated $77.7K and bringing the position to 16,787 shares worth $2.65M. The position accounts for 1.83% of the portfolio, ranked #16.

Hegarty Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,542 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Hegarty Advisors held 16,787 shares of Vanguard High Dividend Yield ETF worth $2.65M as of Q2 2026.
  • Hegarty Advisors bought 497 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $77.7K.
  • Vanguard High Dividend Yield ETF made up 1.83% of Hegarty Advisors's portfolio in Q2 2026, its #16 holding.
  • Hegarty Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.