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Helen Stephens Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Helen Stephens Group’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 		$598K Buy
3,785
+3
+0.1% +$469 0.1% 84
2026
Q1 		$560K Buy
3,782
+5
+0.1% +$752 0.11% 76
2025
Q4 		$542K Buy
3,777
+11
+0.3% +$1.56K 0.11% 66
2025
Q3 		$531K Sell
3,766
-171
-4% -$23.5K 0.12% 62
2025
Q2 		$525K Buy
3,937
+7
+0.2% +$887 0.13% 51
2025
Q1 		$507K Buy
3,930
+180
+5% +$23.6K 0.14% 54
2024
Q4 		$478K Buy
3,750
+4
+0.1% +$522 0.14% 55
2024
Q3 		$480K Buy
3,746
+320
+9% +$39.5K 0.15% 58
2024
Q2 		$406K Sell
3,426
-11
-0.3% -$1.3K 0.14% 60
2024
Q1 		$416K Buy
3,437
+172
+5% +$19.7K 0.16% 49
2023
Q4 		$364K Buy
3,265
+349
+12% +$36.7K 0.16% 53
2023
Q3 		$301K Hold
2,916
– – 0.16% 53
2023
Q2 		$309K Hold
2,916
– – 0.16% 53
2023
Q1 		$308K Hold
2,916
– – 0.16% 58
2022
Q4 		$315K Hold
2,916
– – 0.19% 59
2022
Q3 		$277K Buy
2,916
+23
+0.8% +$2.39K 0.19% 54
2022
Q2 		$294K Buy
2,893
+23
+0.8% +$2.49K 0.21% 47
2022
Q1 		$322K Sell
2,870
-65
-2% -$7.25K 0.22% 46
2021
Q4 		$329K Buy
+2,935
New +$319K 0.26% 38

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Helen Stephens Group's VYM Position: Q2 2026 in Review

Helen Stephens Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q2 2026, buying an estimated $469 and bringing the position to 3,785 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #84.

Helen Stephens Group first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 1,092 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Helen Stephens Group held 3,785 shares of Vanguard High Dividend Yield ETF worth $598K as of Q2 2026.
  • Helen Stephens Group bought 3 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $469.
  • Vanguard High Dividend Yield ETF made up 0.1% of Helen Stephens Group's portfolio in Q2 2026, its #84 holding.
  • Helen Stephens Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.