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

Insight 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
Q1 		$692K Sell
4,671
-1,650
-26% -$248K 0.13% 104
2025
Q4 		$907K Buy
6,321
+4
+0.1% +$569 0.14% 102
2025
Q3 		$890K Sell
6,317
-12
-0.2% -$1.65K 0.14% 103
2025
Q2 		$844K Hold
6,329
– – 0.14% 101
2025
Q1 		$816K Buy
6,329
+1,805
+40% +$236K 0.14% 98
2024
Q4 		$576K Buy
4,524
+96
+2% +$12.5K 0.1% 140
2024
Q3 		$568K Sell
4,428
-87
-2% -$10.7K 0.1% 144
2024
Q2 		$535K Buy
4,515
+191
+4% +$22.6K 0.1% 146
2024
Q1 		$523K Buy
4,324
+234
+6% +$26.8K 0.1% 152
2023
Q4 		$457K Sell
4,090
-105
-3% -$11K 0.1% 155
2023
Q3 		$433K Buy
4,195
+275
+7% +$29.5K 0.1% 155
2023
Q2 		$416K Hold
3,920
– – 0.09% 167
2023
Q1 		$414K Sell
3,920
-633
-14% -$68.1K 0.1% 179
2022
Q4 		$492K Buy
4,553
+129
+3% +$13.7K 0.17% 158
2022
Q3 		$420K Sell
4,424
-249
-5% -$25.9K 0.17% 162
2022
Q2 		$492K Sell
4,673
-307
-6% -$33.3K 0.17% 155
2022
Q1 		$559K Sell
4,980
-641
-11% -$71.5K 0.17% 157
2021
Q4 		$630K Hold
5,621
– – 0.19% 134
2021
Q3 		$616K Sell
5,621
-5
-0.1% -$529 0.18% 143
2021
Q2 		$592K Sell
5,626
-124
-2% -$13K 0.19% 146
2021
Q1 		$596K Sell
5,750
-83
-1% -$8.01K 0.19% 142
2020
Q4 		$534K Buy
+5,833
New +$507K 0.2% 125

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight Advisors's VYM Position: Q1 2026 in Review

Insight Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 26% in Q1 2026, selling an estimated $248K and leaving 4,671 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #104.

Insight Advisors first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $907K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Insight Advisors held 4,671 shares of Vanguard High Dividend Yield ETF worth $692K as of Q1 2026.
  • Insight Advisors sold 1,650 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $248K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Insight Advisors's portfolio in Q1 2026, its #104 holding.
  • Insight Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Vanguard High Dividend Yield ETF position peaked at $907K in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.