HWM
VYM icon

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

HRC 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 		$532K Buy
3,368
+435
+15% +$68K 0.22% 38
2026
Q1 		$434K Buy
2,933
+104
+4% +$15.6K 0.21% 41
2025
Q4 		$406K Buy
2,829
+268
+10% +$38.1K 0.19% 41
2025
Q3 		$361K Buy
2,561
+364
+17% +$50K 0.18% 41
2025
Q2 		$293K Buy
2,197
+156
+8% +$19.8K 0.16% 44
2025
Q1 		$263K Buy
2,041
+80
+4% +$10.5K 0.16% 43
2024
Q4 		$250K Buy
1,961
+14
+0.7% +$1.83K 0.15% 44
2024
Q3 		$250K Sell
1,947
-51
-3% -$6.3K 0.16% 38
2024
Q2 		$237K Buy
1,998
+129
+7% +$15.3K 0.16% 38
2024
Q1 		$226K Sell
1,869
-37
-2% -$4.24K 0.17% 36
2023
Q4 		$213K Buy
+1,906
New +$200K 0.18% 26

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

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

HRC Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, buying an estimated $68K and bringing the position to 3,368 shares worth $532K. The position accounts for 0.22% of the portfolio, ranked #38.

HRC Wealth Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 1,067 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HRC Wealth Management held 3,368 shares of Vanguard High Dividend Yield ETF worth $532K as of Q2 2026.
  • HRC Wealth Management bought 435 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $68K.
  • Vanguard High Dividend Yield ETF made up 0.22% of HRC Wealth Management's portfolio in Q2 2026, its #38 holding.
  • HRC Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.