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

Invested 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
Q2 		$567K Sell
3,589
-729
-17% -$114K 0.5% 49
2026
Q1 		$640K Sell
4,318
-6
-0.1% -$902 0.65% 37
2025
Q4 		$621K Buy
+4,324
New +$615K 0.64% 35

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Invested Advisors's VYM Position: Q2 2026 in Review

Invested Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q2 2026, selling an estimated $114K and leaving 3,589 shares worth $567K. The position accounts for 0.5% of the portfolio, ranked #49.

Invested Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $640K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Invested Advisors held 3,589 shares of Vanguard High Dividend Yield ETF worth $567K as of Q2 2026.
  • Invested Advisors sold 729 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $114K.
  • Vanguard High Dividend Yield ETF made up 0.5% of Invested Advisors's portfolio in Q2 2026, its #49 holding.
  • Invested Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Invested Advisors's Vanguard High Dividend Yield ETF position peaked at $640K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.