Howard Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Howard Wealth Management’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	$18.9M	Buy	119,863 +7,203	+6%	+$1.13M	7%	1
2026 Q1	$16.7M	Buy	112,660 +785	+0.7%	+$118K	7.02%	1
2025 Q4	$16.1M	Buy	111,875 +3,190	+3%	+$454K	7.01%	2
2025 Q3	$15.3M	Buy	108,685 +2,896	+3%	+$398K	7.04%	2
2025 Q2	$14.1M	Buy	105,789 +1,384	+1%	+$175K	7.13%	2
2025 Q1	$13.5M	Sell	104,405 -2,236	-2%	-$293K	7.5%	2
2024 Q4	$13.6M	Buy	106,641 +4,227	+4%	+$551K	7.36%	2
2024 Q3	$13.1M	Buy	102,414 +1,209	+1%	+$149K	7.64%	2
2024 Q2	$12M	Buy	101,205 +2,478	+3%	+$294K	9.47%	2
2024 Q1	$11.9M	Sell	98,727 -169	-0.2%	-$19.4K	9.71%	2
2023 Q4	$11M	Buy	98,896 +820	+0.8%	+$86.2K	9.23%	2
2023 Q3	$10.1M	Buy	98,076 +1,388	+1%	+$149K	9.34%	1
2023 Q2	$10.3M	Sell	96,688 -1,798	-2%	-$189K	8.89%	1
2023 Q1	$10.4M	Sell	98,486 -168	-0.2%	-$18.1K	8.66%	1
2022 Q4	$10.7M	Buy	98,654 +2,655	+3%	+$283K	8.76%	1
2022 Q3	$9.11M	Buy	95,999 +16,225	+20%	+$1.69M	6.45%	2
2022 Q2	$8.11M	Sell	79,774 -15,657	-16%	-$1.7M	8.59%	2
2022 Q1	$10.7M	Buy	95,431 +3,742	+4%	+$417K	5.83%	2
2021 Q4	$10.3M	Buy	91,689 +3,989	+5%	+$434K	5.42%	3
2021 Q3	$9.06M	Sell	87,700 -805	-0.9%	-$85.1K	5.07%	3
2021 Q2	$9.27M	Buy	88,505 +904	+1%	+$94.9K	5.1%	3
2021 Q1	$8.86M	Buy	87,601 +404	+0.5%	+$39K	5.18%	2
2020 Q4	$7.98M	Buy	87,197 +1,008	+1%	+$87.6K	4.97%	2
2020 Q3	$6.97M	Sell	86,189 -5,007	-5%	-$410K	4.97%	3
2020 Q2	$7.18M	Buy	91,196 +3,922	+4%	+$305K	5.87%	1
2020 Q1	$6.17M	Buy	87,274 +1,196	+1%	+$103K	6.49%	1
2019 Q4	$8.07M	Buy	+86,078	New	+$7.81M	6.73%	1

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 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

Howard Wealth Management's VYM Position: Q2 2026 in Review

Howard Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.4% in Q2 2026, buying an estimated $1.13M and bringing the position to 119,863 shares worth $18.9M. The position accounts for 7% of the portfolio, ranked #1.

Howard Wealth Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Howard Wealth Management held 119,863 shares of Vanguard High Dividend Yield ETF worth $18.9M as of Q2 2026.
Howard Wealth Management bought 7,203 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.13M.
Vanguard High Dividend Yield ETF made up 7% of Howard Wealth Management's portfolio in Q2 2026, its #1 holding.
Howard Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.