Investors Asset Management of Georgia’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Investors Asset Management of Georgia’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	$2.78M	Buy	17,593 +1,493	+9%	+$233K	0.97%	22
2026 Q1	$2.38M	Buy	16,100 +40	+0.2%	+$6.01K	0.98%	25
2025 Q4	$2.3M	Sell	16,060 -35	-0.2%	-$4.98K	0.95%	26
2025 Q3	$2.27M	Buy	16,095 +35	+0.2%	+$4.81K	0.97%	26
2025 Q2	$2.14M	Buy	16,060 +689	+4%	+$87.3K	0.99%	26
2025 Q1	$1.98M	Buy	15,371 +1,143	+8%	+$150K	1%	27
2024 Q4	$1.82M	Sell	14,228 -195	-1%	-$25.4K	0.89%	32
2024 Q3	$1.85M	Buy	14,423 +121	+0.8%	+$14.9K	0.87%	30
2024 Q2	$1.7M	Buy	14,302 +58	+0.4%	+$6.88K	0.83%	30
2024 Q1	$1.72M	Sell	14,244 -116	-0.8%	-$13.3K	0.81%	34
2023 Q4	$1.6M	Buy	14,360 +622	+5%	+$65.4K	0.81%	37
2023 Q3	$1.4M	Buy	13,738 +193	+1%	+$20.7K	0.77%	42
2023 Q2	$1.44M	Buy	13,545 +317	+2%	+$33.3K	0.74%	41
2023 Q1	$1.4M	Buy	13,228 +38	+0.3%	+$4.09K	0.75%	40
2022 Q4	$1.43M	Sell	13,190 -382	-3%	-$40.6K	0.74%	39
2022 Q3	$1.29M	Buy	13,572 +41	+0.3%	+$4.26K	0.66%	40
2022 Q2	$1.38M	Buy	13,531 +1,083	+9%	+$117K	0.71%	32
2022 Q1	$1.4M	Sell	12,448 -626	-5%	-$69.8K	0.71%	39
2021 Q4	$1.47M	Buy	13,074 +584	+5%	+$63.5K	0.7%	36
2021 Q3	$1.29M	Buy	12,490 +30	+0.2%	+$3.17K	0.67%	37
2021 Q2	$1.3M	Buy	12,460 +1,234	+11%	+$130K	0.7%	39
2021 Q1	$1.14M	Buy	+11,226	New	+$1.08M	0.66%	42
2020 Q4	–	Sell	-11,421	Closed	-$924K	–	150
2020 Q3	$924K	Buy	11,421 +825	+8%	+$67.6K	0.62%	41
2020 Q2	$835K	Hold	10,596	–	–	0.58%	40
2020 Q1	$750K	Buy	10,596 +5,496	+108%	+$472K	0.61%	38
2019 Q4	$478K	Sell	5,100 -200	-4%	-$18.1K	0.29%	83
2019 Q3	$470K	Hold	5,300	–	–	0.3%	80
2019 Q2	$463K	Sell	5,300 -175	-3%	-$15.1K	0.31%	80
2019 Q1	$469K	Sell	5,475 -200	-4%	-$16.7K	0.33%	74
2018 Q4	$443K	Buy	5,675 +1,243	+28%	+$104K	0.36%	69
2018 Q3	$386K	Hold	4,432	–	–	0.27%	96
2018 Q2	$368K	Hold	4,432	–	–	0.27%	98
2018 Q1	$366K	Hold	4,432	–	–	0.27%	98
2017 Q4	$380K	Sell	4,432 -800	-15%	-$66.9K	0.27%	94
2017 Q3	$424K	Hold	5,232	–	–	0.31%	80
2017 Q2	$409K	Hold	5,232	–	–	0.28%	83
2017 Q1	$406K	Sell	5,232 -650	-11%	-$50.2K	0.28%	81
2016 Q4	$446K	Buy	5,882 +732	+14%	+$53.7K	0.33%	67
2016 Q3	$372K	Sell	5,150 -300	-6%	-$21.8K	0.28%	81
2016 Q2	$389K	Sell	5,450 -200	-4%	-$14K	0.3%	75
2016 Q1	$390K	Sell	5,650 -100	-2%	-$6.55K	0.32%	72
2015 Q4	$384K	Hold	5,750	–	–	0.32%	70
2015 Q3	$360K	Buy	5,750 +350	+6%	+$23K	0.32%	73
2015 Q2	$364K	Buy	5,400 +800	+17%	+$55.5K	0.31%	75
2015 Q1	$314K	Sell	4,600 -200	-4%	-$13.7K	0.26%	88
2014 Q4	$330K	Buy	+4,800	New	+$326K	0.29%	86

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

Investors Asset Management of Georgia's VYM Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.3% in Q2 2026, buying an estimated $233K and bringing the position to 17,593 shares worth $2.78M. The position accounts for 0.97% of the portfolio, ranked #22.

Investors Asset Management of Georgia first reported a position in VYM in Q4 2014 and has held it in 46 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Investors Asset Management of Georgia held 17,593 shares of Vanguard High Dividend Yield ETF worth $2.78M as of Q2 2026.
Investors Asset Management of Georgia bought 1,493 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $233K.
Vanguard High Dividend Yield ETF made up 0.97% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #22 holding.
Investors Asset Management of Georgia first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 46 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.