HWA
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HMV Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HMV 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 		$419K Hold
2,650
– – 0.16% 61
2026
Q1 		$392K Hold
2,650
– – 0.18% 59
2025
Q4 		$380K Hold
2,650
– – 0.19% 57
2025
Q3 		$374K Hold
2,650
– – 0.21% 59
2025
Q2 		$353K Hold
2,650
– – 0.23% 59
2025
Q1 		$342K Hold
2,650
– – 0.27% 62
2024
Q4 		$338K Buy
+2,650
New +$346K 0.34% 62

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 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

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

HMV Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,650 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #61.

HMV Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HMV Wealth Advisors held 2,650 shares of Vanguard High Dividend Yield ETF worth $419K as of Q2 2026.
  • HMV Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.16% of HMV Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • HMV Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.