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

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

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. 2,061 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.
2,061 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.