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

Heritage 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 Q1	$266K	Hold	1,798	–	–	0.01%	183
2025 Q4	$258K	Sell	1,798 -1,799	-50%	-$256K	0.01%	201
2025 Q3	$507K	Sell	3,597 -15	-0.4%	-$2.06K	0.02%	129
2025 Q2	$482K	Sell	3,612 -75	-2%	-$9.5K	0.02%	133
2025 Q1	$475K	Hold	3,687	–	–	0.02%	132
2024 Q4	$470K	Hold	3,687	–	–	0.02%	141
2024 Q3	$473K	Hold	3,687	–	–	0.02%	147
2024 Q2	$437K	Hold	3,687	–	–	0.02%	147
2024 Q1	$446K	Hold	3,687	–	–	0.02%	151
2023 Q4	$412K	Sell	3,687 -4,308	-54%	-$453K	0.02%	158
2023 Q3	$826K	Hold	7,995	–	–	0.05%	89
2023 Q2	$848K	Hold	7,995	–	–	0.04%	93
2023 Q1	$843K	Hold	7,995	–	–	0.05%	89
2022 Q4	$865K	Hold	7,995	–	–	0.05%	91
2022 Q3	$759K	Hold	7,995	–	–	0.06%	90
2022 Q2	$813K	Hold	7,995	–	–	0.06%	90
2022 Q1	$897K	Hold	7,995	–	–	0.05%	90
2021 Q4	$896K	Hold	7,995	–	–	0.05%	102
2021 Q3	$826K	Hold	7,995	–	–	0.05%	99
2021 Q2	$838K	Hold	7,995	–	–	0.05%	96
2021 Q1	$808K	Hold	7,995	–	–	0.05%	100
2020 Q4	$732K	Buy	7,995 +3,687	+86%	+$320K	0.05%	107
2020 Q3	$349K	Hold	4,308	–	–	0.05%	112
2020 Q2	$339K	Hold	4,308	–	–	0.05%	109
2020 Q1	$305K	Hold	4,308	–	–	0.05%	103
2019 Q4	$404K	Hold	4,308	–	–	0.05%	120
2019 Q3	$382K	Sell	4,308 -1,830	-30%	-$160K	0.06%	114
2019 Q2	$536K	Buy	+6,138	New	+$531K	0.08%	85

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Heritage Wealth Advisors's VYM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,798 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #183.

Heritage Wealth Advisors first reported a position in VYM in Q2 2019 and has held it in 28 quarters since. The position peaked at $897K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Heritage Wealth Advisors held 1,798 shares of Vanguard High Dividend Yield ETF worth $266K as of Q1 2026.
Heritage Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #183 holding.
Heritage Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $897K in Q1 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.