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Intrua Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Intrua Financial’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 		– Sell
-1,357
Closed -$201K – 519
2026
Q1 		$201K Sell
1,357
-702
-34% -$106K 0.02% 446
2025
Q4 		$295K Sell
2,059
-66
-3% -$9.39K 0.03% 363
2025
Q3 		$299K Buy
2,125
+426
+25% +$58.5K 0.03% 358
2025
Q2 		$226K Sell
1,699
-134
-7% -$17K 0.03% 342
2025
Q1 		$236K Sell
1,833
-789
-30% -$103K 0.03% 330
2024
Q4 		$335K Sell
2,622
-562
-18% -$73.3K 0.05% 262
2024
Q3 		$408K Sell
3,184
-664
-17% -$82K 0.06% 259
2024
Q2 		$456K Sell
3,848
-131
-3% -$15.5K 0.07% 242
2024
Q1 		$481K Sell
3,979
-176
-4% -$20.2K 0.07% 248
2023
Q4 		$464K Sell
4,155
-2,076
-33% -$218K 0.07% 239
2023
Q3 		$644K Buy
6,231
+5
+0.1% +$536 0.11% 165
2023
Q2 		$660K Buy
6,226
+65
+1% +$6.82K 0.11% 161
2023
Q1 		$636K Buy
6,161
+145
+2% +$15.6K 0.13% 150
2022
Q4 		$649K Sell
6,016
-1,423
-19% -$151K 0.15% 146
2022
Q3 		$706K Sell
7,439
-640
-8% -$66.6K 0.19% 123
2022
Q2 		$822K Buy
8,079
+29
+0.4% +$3.14K 0.17% 133
2022
Q1 		$904K Buy
8,050
+680
+9% +$75.8K 0.16% 131
2021
Q4 		$826K Sell
7,370
-195
-3% -$21.2K 0.14% 147
2021
Q3 		$814K Buy
+7,565
New +$800K 0.15% 147

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intrua Financial's VYM Position: Q2 2026 in Review

Intrua Financial sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,357 shares — an estimated $201K sold.

Intrua Financial first reported a position in VYM in Q3 2021 and held it in 19 quarters. The position peaked at $904K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Intrua Financial reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 1,357 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $201K.
  • Intrua Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 19 quarters.
  • Intrua Financial's Vanguard High Dividend Yield ETF position peaked at $904K in Q1 2022.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.