IAA
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return