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Heritage Family Offices’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Family Offices’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 		$586K Hold
3,708
– – 0.23% 85
2026
Q1 		$549K Hold
3,708
– – 0.24% 96
2025
Q4 		$532K Hold
3,708
– – 0.24% 93
2025
Q3 		$523K Hold
3,708
– – 0.24% 91
2025
Q2 		$473K Hold
3,708
– – 0.24% 95
2025
Q1 		$478K Hold
3,708
– – 0.24% 93
2024
Q4 		$473K Hold
3,708
– – 0.24% 90
2024
Q3 		$475K Sell
3,708
-105
-3% -$13K 0.25% 87
2024
Q2 		$452K Buy
+3,813
New +$452K 0.25% 82

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

Heritage Family Offices's VYM Position: Q2 2026 in Review

Heritage Family Offices held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,708 shares worth $586K. The position accounts for 0.23% of the portfolio, ranked #85.

Heritage Family Offices first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Heritage Family Offices held 3,708 shares of Vanguard High Dividend Yield ETF worth $586K as of Q2 2026.
  • Heritage Family Offices left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.23% of Heritage Family Offices's portfolio in Q2 2026, its #85 holding.
  • Heritage Family Offices first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.