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

Index Fund 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	$399K	Buy	2,525 +84	+3%	+$13.1K	0.02%	95
2026 Q1	$361K	Hold	2,441	–	–	0.02%	96
2025 Q4	$350K	Buy	2,441 +1	+0%	+$142	0.02%	109
2025 Q3	$344K	Hold	2,440	–	–	0.02%	108
2025 Q2	$325K	Sell	2,440 -83	-3%	-$10.5K	0.02%	113
2025 Q1	$325K	Sell	2,523 -61	-2%	-$7.99K	0.02%	65
2024 Q4	$330K	Buy	2,584 +2	+0.1%	+$261	0.02%	79
2024 Q3	$331K	Buy	+2,582	New	+$319K	0.02%	79
2022 Q4	–	Sell	-2,593	Closed	-$246K	–	100
2022 Q3	$246K	Sell	2,593 -3,996	-61%	-$416K	0.02%	75
2022 Q2	$670K	Buy	6,589 +267	+4%	+$28.9K	0.05%	41
2022 Q1	$710K	Buy	6,322 +2	+0%	+$223	0.05%	41
2021 Q4	$709K	Buy	+6,320	New	+$688K	0.05%	45

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

Index Fund Advisors's VYM Position: Q2 2026 in Review

Index Fund Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,525 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #95.

Index Fund Advisors first reported a position in VYM in Q4 2021 and has held it in 12 quarters since. The position peaked at $710K in Q1 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Index Fund Advisors held 2,525 shares of Vanguard High Dividend Yield ETF worth $399K as of Q2 2026.
Index Fund Advisors bought 84 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $13.1K.
Vanguard High Dividend Yield ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #95 holding.
Index Fund Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 12 quarters since.
Index Fund Advisors's Vanguard High Dividend Yield ETF position peaked at $710K in Q1 2022.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.