IWN
VYM icon

Independent Wealth Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Independent Wealth Network’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 		$2.96M Sell
18,717
-243
-1% -$38K 0.75% 24
2026
Q1 		$2.81M Buy
18,960
+89
+0.5% +$13.4K 0.83% 23
2025
Q4 		$2.71M Sell
18,871
-126
-0.7% -$17.9K 0.83% 24
2025
Q3 		$2.68M Buy
18,997
+545
+3% +$74.9K 0.86% 24
2025
Q2 		$2.46M Sell
18,452
-204
-1% -$25.8K 0.9% 25
2025
Q1 		$2.41M Buy
18,656
+520
+3% +$68.1K 0.96% 24
2024
Q4 		$2.31M Buy
18,136
+209
+1% +$27.3K 0.94% 26
2024
Q3 		$2.3M Buy
17,927
+338
+2% +$41.7K 1.02% 22
2024
Q2 		$2.09M Buy
17,589
+172
+1% +$20.4K 0.97% 25
2024
Q1 		$2.11M Buy
17,417
+2,125
+14% +$243K 0.99% 22
2023
Q4 		$1.71M Sell
15,292
-345
-2% -$36.3K 0.9% 27
2023
Q3 		$1.62M Buy
15,637
+553
+4% +$59.3K 0.99% 19
2023
Q2 		$1.6M Buy
15,084
+1,235
+9% +$130K 0.96% 20
2023
Q1 		$1.46M Buy
13,849
+579
+4% +$62.3K 0.93% 23
2022
Q4 		$1.44M Buy
13,270
+334
+3% +$35.5K 0.98% 22
2022
Q3 		$1.23M Buy
12,936
+189
+1% +$19.7K 0.96% 22
2022
Q2 		$1.3M Buy
12,747
+584
+5% +$63.3K 0.93% 23
2022
Q1 		$1.36M Buy
12,163
+1,772
+17% +$198K 0.87% 28
2021
Q4 		$1.17M Sell
10,391
-73
-0.7% -$7.94K 0.72% 30
2021
Q3 		$1.15M Buy
+10,464
New +$1.11M 0.75% 31

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Independent Wealth Network's VYM Position: Q2 2026 in Review

Independent Wealth Network reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, selling an estimated $38K and leaving 18,717 shares worth $2.96M. The position accounts for 0.75% of the portfolio, ranked #24.

Independent Wealth Network first reported a position in VYM in Q3 2021 and has held it in 20 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Independent Wealth Network held 18,717 shares of Vanguard High Dividend Yield ETF worth $2.96M as of Q2 2026.
  • Independent Wealth Network sold 243 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $38K.
  • Vanguard High Dividend Yield ETF made up 0.75% of Independent Wealth Network's portfolio in Q2 2026, its #24 holding.
  • Independent Wealth Network first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.