HFA
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Highland Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Highland Financial 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 		$1.44M Sell
9,138
-285
-3% -$44.5K 0.32% 31
2026
Q1 		$1.4M Sell
9,423
-618
-6% -$92.9K 0.37% 29
2025
Q4 		$1.44M Sell
10,041
-370
-4% -$52.6K 0.4% 29
2025
Q3 		$1.47M Buy
10,411
+3
+0% +$412 0.42% 27
2025
Q2 		$1.39M Sell
10,408
-3,171
-23% -$402K 0.45% 26
2025
Q1 		$1.75M Sell
13,579
-4,790
-26% -$627K 0.63% 20
2024
Q4 		$2.34M Sell
18,369
-18,354
-50% -$2.39M 0.81% 19
2024
Q3 		$4.71M Sell
36,723
-61,907
-63% -$7.64M 1.67% 16
2024
Q2 		$11.7M Sell
98,630
-147,542
-60% -$17.5M 4.35% 10
2024
Q1 		$29.8M Sell
246,172
-6,034
-2% -$691K 11.92% 1
2023
Q4 		$28.2M Buy
252,206
+24,094
+11% +$2.53M 12.24% 1
2023
Q3 		$23.6M Sell
228,112
-218
-0.1% -$23.4K 12.2% 1
2023
Q2 		$24.2M Buy
228,330
+987
+0.4% +$104K 12.48% 1
2023
Q1 		$24M Buy
227,343
+12,275
+6% +$1.32M 13.02% 1
2022
Q4 		$23.3M Buy
215,068
+52,922
+33% +$5.63M 13.7% 1
2022
Q3 		$15.4M Buy
162,146
+3,399
+2% +$353K 10.68% 1
2022
Q2 		$16.1M Buy
+158,747
New +$17.2M 11.06% 1

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Highland Financial Advisors's VYM Position: Q2 2026 in Review

Highland Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3% in Q2 2026, selling an estimated $44.5K and leaving 9,138 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #31.

Highland Financial Advisors first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $29.8M in Q1 2024. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Highland Financial Advisors held 9,138 shares of Vanguard High Dividend Yield ETF worth $1.44M as of Q2 2026.
  • Highland Financial Advisors sold 285 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $44.5K.
  • Vanguard High Dividend Yield ETF made up 0.32% of Highland Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Highland Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
  • Highland Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $29.8M in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.