IFP Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

IFP 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	$27.5M	Buy	174,068 +4,646	+3%	+$726K	0.5%	33
2026 Q1	$25.1M	Sell	169,422 -4,128	-2%	-$621K	0.52%	30
2025 Q4	$24.9M	Buy	173,550 +8,166	+5%	+$1.16M	0.56%	24
2025 Q3	$23.3M	Buy	165,384 +16,970	+11%	+$2.33M	0.61%	23
2025 Q2	$19.8M	Buy	148,414 +4,220	+3%	+$535K	0.56%	35
2025 Q1	$18.6M	Buy	144,194 +55,562	+63%	+$7.27M	0.57%	30
2024 Q4	$11.3M	Buy	88,632 +599	+0.7%	+$78.1K	0.37%	52
2024 Q3	$11.3M	Buy	88,033 +1,746	+2%	+$216K	0.41%	47
2024 Q2	$10.2M	Buy	86,287 +7,047	+9%	+$836K	0.41%	47
2024 Q1	$9.59M	Buy	79,240 +2,440	+3%	+$280K	0.42%	51
2023 Q4	$8.57M	Sell	76,800 -18,842	-20%	-$1.98M	0.4%	54
2023 Q3	$9.88M	Buy	95,642 +1,561	+2%	+$167K	0.44%	49
2023 Q2	$9.98M	Sell	94,081 -6,530	-6%	-$685K	0.42%	49
2023 Q1	$8.51M	Sell	100,611 -89,052	-47%	-$9.58M	0.37%	51
2022 Q4	$16.1M	Buy	189,663 +7,070	+4%	+$752K	0.43%	40
2022 Q3	$15.5M	Buy	182,593 +12,330	+7%	+$1.28M	0.4%	40
2022 Q2	$14.5M	Hold	170,263	–	–	0.46%	33
2022 Q1	$14.5M	Buy	170,263 +91,086	+115%	+$10.2M	0.46%	33
2021 Q4	$8.89M	Buy	79,177 +1,957	+3%	+$213K	0.17%	64
2021 Q3	$8M	Buy	77,220 +1,311	+2%	+$139K	0.16%	73
2021 Q2	$7.95M	Buy	75,909 +2,986	+4%	+$314K	0.16%	71
2021 Q1	$7.38M	Sell	72,923 -4,788	-6%	-$462K	0.14%	69
2020 Q4	$7.11M	Buy	77,711 +2,430	+3%	+$211K	0.29%	54
2020 Q3	$6.09M	Buy	75,281 +2,246	+3%	+$184K	0.36%	51
2020 Q2	$5.69M	Sell	73,035 -10,329	-12%	-$803K	0.45%	45
2020 Q1	$5.98M	Sell	83,364 -6,810	-8%	-$585K	0.6%	30
2019 Q4	$8.47M	Sell	90,174 -9,743	-10%	-$883K	0.64%	26
2019 Q3	$8.82M	Buy	+99,917	New	+$8.74M	0.59%	28
2019 Q1	$3.16M	Sell	36,866 -56,033	-60%	-$4.68M	0.43%	39
2018 Q4	$7.18M	Sell	92,899 -4,252	-4%	-$355K	0.44%	42
2018 Q3	$8.46M	Sell	97,151 -23,933	-20%	-$2.07M	0.34%	59
2018 Q2	$10.1M	Sell	121,084 -1,764	-1%	-$148K	0.42%	40
2018 Q1	$10.5M	Hold	122,848	–	–	0.48%	37
2017 Q4	$10.5M	Buy	122,848 +8,250	+7%	+$690K	0.48%	37
2017 Q3	$9.29M	Buy	114,598 +8,827	+8%	+$701K	0.37%	52
2017 Q2	$8.27M	Sell	105,771 -28,490	-21%	-$2.22M	0.35%	54
2017 Q1	$10.4M	Buy	134,261 +16,757	+14%	+$1.29M	0.45%	39
2016 Q4	$8.9M	Buy	117,504 +32,316	+38%	+$2.37M	0.43%	42
2016 Q3	$6.14M	Buy	85,188 +8,731	+11%	+$634K	0.32%	61
2016 Q2	$5.46M	Buy	76,457 +39,591	+107%	+$2.77M	0.31%	69
2016 Q1	$3.16M	Sell	36,866 -23,593	-39%	-$1.55M	0.43%	39
2015 Q4	$4.04M	Buy	+60,459	New	+$4.06M	0.27%	78

Other funds holding VYM

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's VYM Position: Q2 2026 in Review

IFP Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q2 2026, buying an estimated $726K and bringing the position to 174,068 shares worth $27.5M. The position accounts for 0.5% of the portfolio, ranked #33.

IFP Advisors first reported a position in VYM in Q4 2015 and has held it in 42 quarters since. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

IFP Advisors held 174,068 shares of Vanguard High Dividend Yield ETF worth $27.5M as of Q2 2026.
IFP Advisors bought 4,646 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $726K.
Vanguard High Dividend Yield ETF made up 0.5% of IFP Advisors's portfolio in Q2 2026, its #33 holding.
IFP Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 42 quarters since.
584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.