Independent Advisor Alliance’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Independent Advisor Alliance’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	$5.49M	Sell	34,714 -99,043	-74%	-$15.5M	0.13%	113
2026 Q1	$19.8M	Buy	133,757 +108,467	+429%	+$16.3M	0.21%	95
2025 Q4	$3.63M	Sell	25,290 -3,630	-13%	-$516K	0.09%	184
2025 Q3	$4.08M	Buy	28,920 +3,507	+14%	+$482K	0.11%	170
2025 Q2	$3.39M	Buy	25,413 +23,417	+1,173%	+$2.97M	0.1%	184
2025 Q1	$257K	Sell	1,996 -104,862	-98%	-$13.7M	0.01%	696
2024 Q4	$13.6M	Buy	+106,858	New	+$13.9M	0.18%	120
2020 Q1	–	Sell	-70,938	Closed	-$6.65M	–	871
2019 Q4	$6.65M	Buy	+70,938	New	+$6.43M	0.29%	81
2017 Q2	–	Sell	-40,908	Closed	-$3.17M	–	418
2017 Q1	$3.17M	Buy	+40,908	New	+$3.16M	0.5%	59

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's VYM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 74% in Q2 2026, selling an estimated $15.5M and leaving 34,714 shares worth $5.49M. The position accounts for 0.13% of the portfolio, ranked #113.

Independent Advisor Alliance first reported a position in VYM in Q1 2017 and has held it in 9 quarters since. The position peaked at $19.8M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Independent Advisor Alliance held 34,714 shares of Vanguard High Dividend Yield ETF worth $5.49M as of Q2 2026.
Independent Advisor Alliance sold 99,043 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.5M.
Vanguard High Dividend Yield ETF made up 0.13% of Independent Advisor Alliance's portfolio in Q2 2026, its #113 holding.
Independent Advisor Alliance first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 9 quarters since.
Independent Advisor Alliance's Vanguard High Dividend Yield ETF position peaked at $19.8M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.