HIW
VGHY

Holos Integrated Wealth’s Vanguard High-Yield Active ETF VGHY Stock Holding History

Holos Integrated Wealth’s Portfolio VGHY Stock Details VGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.94M Buy
106,344
+15,786
+17% +$1.18M 3.71% 7
2026
Q1 		$6.75M Buy
90,558
+13,510
+18% +$1.02M 3.42% 7
2025
Q4 		$5.81M Buy
+77,048
New +$5.79M 3.24% 10

Other funds holding VGHY

BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SWM
SpringVest Wealth Management Dallas, Texas $159M AUM 13.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holos Integrated Wealth's VGHY Position: Q2 2026 in Review

Holos Integrated Wealth increased its Vanguard High-Yield Active ETF (VGHY) stake by 17% in Q2 2026, buying an estimated $1.18M and bringing the position to 106,344 shares worth $7.94M. The position accounts for 3.71% of the portfolio, ranked #7.

Holos Integrated Wealth first reported a position in VGHY in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold VGHY as of Q2 2026.

  • Holos Integrated Wealth held 106,344 shares of Vanguard High-Yield Active ETF worth $7.94M as of Q2 2026.
  • Holos Integrated Wealth bought 15,786 Vanguard High-Yield Active ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard High-Yield Active ETF made up 3.71% of Holos Integrated Wealth's portfolio in Q2 2026, its #7 holding.
  • Holos Integrated Wealth first reported a position in Vanguard High-Yield Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Vanguard High-Yield Active ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.