Investment Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Investment Advisory Group’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	$30M	Buy	189,527 +1,615	+0.9%	+$252K	6.5%	2
2026 Q1	$27.8M	Buy	187,912 +1,867	+1%	+$281K	7.07%	1
2025 Q4	$26.7M	Buy	186,045 +6,756	+4%	+$961K	6.87%	2
2025 Q3	$25.3M	Buy	179,289 +8,862	+5%	+$1.22M	6.87%	2
2025 Q2	$22.7M	Buy	170,427 +8,952	+6%	+$1.13M	6.88%	2
2025 Q1	$20.8M	Buy	161,475 +6,972	+5%	+$913K	6.97%	1
2024 Q4	$19.7M	Buy	154,503 +2,410	+2%	+$314K	6.6%	2
2024 Q3	$19.5M	Buy	152,093 +14,214	+10%	+$1.75M	6.77%	1
2024 Q2	$16.4M	Buy	137,879 +9,755	+8%	+$1.16M	6.32%	3
2024 Q1	$15.5M	Buy	128,124 +4,231	+3%	+$485K	6.41%	2
2023 Q4	$13.8M	Buy	123,893 +1,368	+1%	+$144K	6.36%	2
2023 Q3	$12.7M	Buy	122,525 +3,105	+3%	+$333K	6.58%	2
2023 Q2	$12.7M	Buy	119,420 +8,662	+8%	+$909K	6.49%	2
2023 Q1	$11.7M	Sell	110,758 -1,985	-2%	-$213K	6.72%	1
2022 Q4	$12.2M	Buy	112,743 +1,966	+2%	+$209K	7.49%	1
2022 Q3	$10.5M	Buy	110,777 +4,829	+5%	+$502K	7.29%	1
2022 Q2	$10.8M	Buy	105,948 +10,689	+11%	+$1.16M	7.33%	1
2022 Q1	$10.7M	Buy	95,259 +6,085	+7%	+$679K	6.49%	2
2021 Q4	$10M	Buy	+89,174	New	+$9.7M	6.4%	2

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

Investment Advisory Group's VYM Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.86% in Q2 2026, buying an estimated $252K and bringing the position to 189,527 shares worth $30M. The position accounts for 6.5% of the portfolio, ranked #2.

Investment Advisory Group first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Investment Advisory Group held 189,527 shares of Vanguard High Dividend Yield ETF worth $30M as of Q2 2026.
Investment Advisory Group bought 1,615 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $252K.
Vanguard High Dividend Yield ETF made up 6.5% of Investment Advisory Group's portfolio in Q2 2026, its #2 holding.
Investment Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.