Inspirion Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $100M | Buy |
631,801
+44,992
| +8% | +$7.03M | 11.45% | 1 |
|
|
2026
Q1 | $86.9M | Buy |
586,809
+85,485
| +17% | +$12.9M | 10.82% | 1 |
|
|
2025
Q4 | $72M | Buy |
501,324
+70,018
| +16% | +$9.96M | 8.81% | 1 |
|
|
2025
Q3 | $55.3M | Sell |
431,306
-25,725
| -6% | -$3.53M | 7.74% | 2 |
|
|
2025
Q2 | $60.9M | Sell |
457,031
-15
| -0% | -$1.9K | 8.06% | 2 |
|
|
2025
Q1 | $58.9M | Buy |
457,046
+3,546
| +0.8% | +$464K | 8.19% | 2 |
|
|
2024
Q4 | $57.9M | Buy |
453,500
+22,194
| +5% | +$2.89M | 8.09% | 2 |
|
|
2024
Q3 | $55.3M | Buy |
431,306
+14,206
| +3% | +$1.75M | 7.73% | 2 |
|
|
2024
Q2 | $49.5M | Buy |
417,100
+16,634
| +4% | +$1.97M | 7.57% | 2 |
|
|
2024
Q1 | $48.5M | Buy |
400,466
+16,136
| +4% | +$1.85M | 8.01% | 2 |
|
|
2023
Q4 | $43.2M | Buy |
384,330
+3,598
| +0.9% | +$378K | 7.78% | 2 |
|
|
2023
Q3 | $39.3M | Buy |
380,732
+9,844
| +3% | +$1.06M | 7.67% | 2 |
|
|
2023
Q2 | $39.3M | Buy |
370,888
+7,451
| +2% | +$782K | 7.54% | 2 |
|
|
2023
Q1 | $38.3M | Buy |
363,437
+9,805
| +3% | +$1.05M | 7.69% | 2 |
|
|
2022
Q4 | $38.3M | Sell |
353,632
-977
| -0.3% | -$104K | 8.11% | 2 |
|
|
2022
Q3 | $33.6M | Buy |
354,609
+4,405
| +1% | +$458K | 7.59% | 1 |
|
|
2022
Q2 | $35.6M | Buy |
350,204
+20,623
| +6% | +$2.23M | 7.82% | 2 |
|
|
2022
Q1 | $37M | Buy |
329,581
+13,428
| +4% | +$1.5M | 7.57% | 2 |
|
|
2021
Q4 | $35.4M | Buy |
316,153
+14,812
| +5% | +$1.61M | 7.47% | 2 |
|
|
2021
Q3 | $31.1M | Buy |
301,341
+21,820
| +8% | +$2.31M | 7.16% | 4 |
|
|
2021
Q2 | $29.3M | Buy |
279,521
+17,255
| +7% | +$1.81M | 7.22% | 5 |
|
|
2021
Q1 | $26.5M | Buy |
262,266
+16,966
| +7% | +$1.64M | 7.03% | 5 |
|
|
2020
Q4 | $22.4M | Buy |
245,300
+13,899
| +6% | +$1.21M | 6.32% | 9 |
|
|
2020
Q3 | $18.7M | Buy |
231,401
+31,075
| +16% | +$2.55M | 6.44% | 6 |
|
|
2020
Q2 | $15.8M | Buy |
200,326
+3,236
| +2% | +$252K | 6.2% | 8 |
|
|
2020
Q1 | $13.9M | Buy |
197,090
+16,153
| +9% | +$1.39M | 6.88% | 5 |
|
|
2019
Q4 | $17M | Sell |
180,937
-1,722
| -0.9% | -$156K | 5.72% | 6 |
|
|
2019
Q3 | $16.2M | Sell |
182,659
-6,193
| -3% | -$542K | 7.1% | 4 |
|
|
2019
Q2 | $16.5M | Buy |
188,852
+3,166
| +2% | +$274K | 7.13% | 4 |
|
|
2019
Q1 | $15.9M | Sell |
185,686
-2,214
| -1% | -$185K | 7.04% | 4 |
|
|
2018
Q4 | $14.7M | Sell |
187,900
-1,172
| -0.6% | -$97.8K | 7.32% | 5 |
|
|
2018
Q3 | $16.5M | Sell |
189,072
-5,848
| -3% | -$506K | 6.98% | 5 |
|
|
2018
Q2 | $16.2M | Buy |
194,920
+1,732
| +0.9% | +$145K | 7.63% | 5 |
|
|
2018
Q1 | $15.9M | Sell |
193,188
-262,112
| -58% | -$22.5M | 7.79% | 5 |
|
|
2017
Q4 | $39M | Sell |
455,300
-1,338
| -0.3% | -$112K | 18.93% | 1 |
|
|
2017
Q3 | $37M | Buy |
456,638
+12,316
| +3% | +$977K | 18.77% | 1 |
|
|
2017
Q2 | $34.7M | Buy |
444,322
+13,371
| +3% | +$1.04M | 18.85% | 1 |
|
|
2017
Q1 | $33.5M | Buy |
430,951
+20,445
| +5% | +$1.58M | 18.93% | 1 |
|
|
2016
Q4 | $31.1M | Buy |
410,506
+6,847
| +2% | +$502K | 19.73% | 1 |
|
|
2016
Q3 | $29.1M | Sell |
403,659
-26,013
| -6% | -$1.89M | 18.89% | 1 |
|
|
2016
Q2 | $30.7M | Buy |
429,672
+19,844
| +5% | +$1.39M | 20.07% | 1 |
|
|
2016
Q1 | $28.3M | Sell |
409,828
-379
| -0.1% | -$24.8K | 19.83% | 1 |
|
|
2015
Q4 | $27.4M | Sell |
410,207
-6,956
| -2% | -$467K | 20.09% | 1 |
|
|
2015
Q3 | $26.1M | Buy |
417,163
+23,524
| +6% | +$1.55M | 20.64% | 1 |
|
|
2015
Q2 | $26.5M | Buy |
393,639
+28,072
| +8% | +$1.95M | 19.6% | 1 |
|
|
2015
Q1 | $25M | Buy |
365,567
+93,220
| +34% | +$6.41M | 20.1% | 1 |
|
|
2014
Q4 | $18.7M | Buy |
+272,347
| New | +$18.5M | 17.36% | 1 |
|
Other funds holding VYM
Inspirion Wealth Advisors's VYM Position: Q2 2026 in Review
Inspirion Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.7% in Q2 2026, buying an estimated $7.03M and bringing the position to 631,801 shares worth $100M. The position accounts for 11.45% of the portfolio, ranked #1.
Inspirion Wealth Advisors first reported a position in VYM in Q4 2014 and has held it in 47 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Inspirion Wealth Advisors held 631,801 shares of Vanguard High Dividend Yield ETF worth $100M as of Q2 2026.
- Inspirion Wealth Advisors bought 44,992 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.03M.
- Vanguard High Dividend Yield ETF made up 11.45% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Inspirion Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 47 quarters since.
- 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.