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 Q2	$284K	Hold	1,798	–	–	0.01%	191
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 $1.55T 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

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

Heritage Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,798 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #191.

Heritage Wealth Advisors first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $897K in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Heritage Wealth Advisors held 1,798 shares of Vanguard High Dividend Yield ETF worth $284K as of Q2 2026.
Heritage Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Heritage Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
Heritage Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $897K in Q1 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.