Heritage Wealth Management (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Management (Ohio)’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	$416K	Buy	+2,635	New	+$412K	0.1%	188
2026 Q1	–	Sell	-2,611	Closed	-$375K	–	258
2025 Q4	$375K	Hold	2,611	–	–	0.1%	181
2025 Q3	$368K	Sell	2,611 -8	-0.3%	-$1.1K	0.11%	172
2025 Q2	$349K	Hold	2,619	–	–	0.11%	172
2025 Q1	$338K	Buy	2,619 +133	+5%	+$17.4K	0.12%	171
2024 Q4	$317K	Sell	2,486 -27	-1%	-$3.52K	0.11%	181
2024 Q3	$322K	Hold	2,513	–	–	0.11%	176
2024 Q2	$298K	Buy	+2,513	New	+$298K	0.1%	178

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 Management (Ohio)'s VYM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 2,635 shares worth $416K. The stake represents 0.1% of the portfolio and ranks #188 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VYM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,635 shares of Vanguard High Dividend Yield ETF worth $416K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #188 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.