High Net Worth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.4M Buy
104,004
+1,081
+1% +$163K 3.59% 4
2025
Q4
$14.8M Buy
102,923
+1,499
+1% +$213K 3.4% 4
2025
Q3
$14.3M Buy
101,424
+6,439
+7% +$885K 3.44% 4
2025
Q2
$12.7M Buy
94,985
+1,307
+1% +$166K 3.35% 5
2025
Q1
$12.1M Sell
93,678
-115
-0.1% -$15.1K 3.41% 5
2024
Q4
$12M Sell
93,793
-2,975
-3% -$388K 3.34% 6
2024
Q3
$12.4M Buy
96,768
+1,794
+2% +$221K 3.4% 6
2024
Q2
$11.3M Buy
94,974
+4,033
+4% +$478K 3.41% 6
2024
Q1
$11M Buy
90,941
+11,442
+14% +$1.31M 3.46% 4
2023
Q4
$8.87M Buy
79,499
+225
+0.3% +$23.6K 3.3% 5
2023
Q3
$8.19M Buy
79,274
+3,299
+4% +$354K 3.28% 5
2023
Q2
$8.06M Buy
75,975
+680
+0.9% +$71.3K 3.13% 5
2023
Q1
$7.94M Buy
75,295
+1,906
+3% +$205K 3.24% 5
2022
Q4
$7.94M Buy
73,389
+1,334
+2% +$142K 3.09% 5
2022
Q3
$6.84M Buy
+72,055
New +$7.49M 2.92% 5
2022
Q2
Sell
-68,586
Closed -$7.7M 728
2022
Q1
$7.7M Buy
68,586
+1,516
+2% +$169K 2.8% 6
2021
Q4
$7.52M Buy
+67,070
New +$7.3M 2.63% 7

Other funds holding VYM

High Net Worth Advisory Group's VYM Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, buying an estimated $163K and bringing the position to 104,004 shares worth $15.4M. The position accounts for 3.59% of the portfolio, ranked #4.

High Net Worth Advisory Group first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • High Net Worth Advisory Group held 104,004 shares of Vanguard High Dividend Yield ETF worth $15.4M as of Q1 2026.
  • High Net Worth Advisory Group bought 1,081 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $163K.
  • Vanguard High Dividend Yield ETF made up 3.59% of High Net Worth Advisory Group's portfolio in Q1 2026, its #4 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.