Innovative Wealth Building’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Innovative Wealth Building’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	$600K	Buy	3,795 +242	+7%	+$37.8K	0.35%	43
2026 Q1	$526K	Buy	3,553 +1,486	+72%	+$223K	0.37%	41
2025 Q4	$297K	Buy	2,067 +6	+0.3%	+$853	0.22%	51
2025 Q3	$290K	Buy	2,061 +232	+13%	+$31.9K	0.23%	45
2025 Q2	$244K	Sell	1,829 -778	-30%	-$98.6K	0.2%	44
2025 Q1	$336K	Buy	2,607 +17	+0.7%	+$2.23K	0.31%	40
2024 Q4	$330K	Buy	+2,590	New	+$338K	0.3%	41

Other funds holding VYM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Innovative Wealth Building's VYM Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.8% in Q2 2026, buying an estimated $37.8K and bringing the position to 3,795 shares worth $600K. The position accounts for 0.35% of the portfolio, ranked #43.

Innovative Wealth Building first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,448 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Innovative Wealth Building held 3,795 shares of Vanguard High Dividend Yield ETF worth $600K as of Q2 2026.
Innovative Wealth Building bought 242 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $37.8K.
Vanguard High Dividend Yield ETF made up 0.35% of Innovative Wealth Building's portfolio in Q2 2026, its #43 holding.
Innovative Wealth Building first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,448 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.