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

Investment Research & 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	$36.5K	Buy	231 +193	+508%	+$30.2K	0.01%	157
2026 Q1	$5.63K	Hold	38	–	–	﹤0.01%	221
2025 Q4	$5.45K	Hold	38	–	–	﹤0.01%	217
2025 Q3	$5.36K	Buy	38 +12	+46%	+$1.65K	﹤0.01%	202
2025 Q2	$3.47K	Hold	26	–	–	﹤0.01%	205
2025 Q1	$3.35K	Hold	26	–	–	﹤0.01%	209
2024 Q4	$3.32K	Hold	26	–	–	﹤0.01%	180
2024 Q3	$3.33K	Hold	26	–	–	﹤0.01%	178
2024 Q2	$3.08K	Hold	26	–	–	﹤0.01%	178
2024 Q1	$3.15K	Sell	26 -7	-21%	-$802	﹤0.01%	178
2023 Q4	$3.68K	Buy	33 +7	+27%	+$736	﹤0.01%	174
2023 Q3	$2.69K	Hold	26	–	–	﹤0.01%	185
2023 Q2	$2.76K	Hold	26	–	–	﹤0.01%	191
2023 Q1	$2.74K	Buy	+26	New	+$2.8K	﹤0.01%	169
2022 Q1	–	Sell	-120	Closed	-$13K	–	201
2021 Q4	$13K	Hold	120	–	–	0.01%	150
2021 Q3	$13K	Buy	+120	New	+$12.7K	0.01%	129

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

Investment Research & Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 508% in Q2 2026, buying an estimated $30.2K and bringing the position to 231 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #157.

Investment Research & Advisory Group first reported a position in VYM in Q3 2021 and has held it in 16 quarters since. 970 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Investment Research & Advisory Group held 231 shares of Vanguard High Dividend Yield ETF worth $36.5K as of Q2 2026.
Investment Research & Advisory Group bought 193 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $30.2K.
Vanguard High Dividend Yield ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #157 holding.
Investment Research & Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 16 quarters since.
970 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.