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

Insight Wealth Strategies’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	$412K	Sell	2,601 -435	-14%	-$68K	0.04%	134
2026 Q1	$450K	Sell	3,036 -87,567	-97%	-$13.2M	0.05%	133
2025 Q4	$13M	Buy	90,603 +811	+0.9%	+$115K	1.49%	20
2025 Q3	$12.7M	Sell	89,792 -144	-0.2%	-$19.8K	1.49%	16
2025 Q2	$12.1M	Sell	89,936 -1,203	-1%	-$152K	1.53%	18
2025 Q1	$11.8M	Sell	91,139 -5,374	-6%	-$704K	1.58%	16
2024 Q4	$12.3M	Buy	96,513 +2,284	+2%	+$298K	1.65%	15
2024 Q3	$12.1M	Buy	+94,229	New	+$11.6M	1.59%	17

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

Insight Wealth Strategies's VYM Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q2 2026, selling an estimated $68K and leaving 2,601 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #134.

Insight Wealth Strategies first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $13M in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Insight Wealth Strategies held 2,601 shares of Vanguard High Dividend Yield ETF worth $412K as of Q2 2026.
Insight Wealth Strategies sold 435 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $68K.
Vanguard High Dividend Yield ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #134 holding.
Insight Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
Insight Wealth Strategies's Vanguard High Dividend Yield ETF position peaked at $13M in Q4 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.