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John Boyer Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

John Boyer Inc’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 		$1.38M Sell
8,738
-70
-0.8% -$10.9K 1.2% 16
2026
Q1 		$1.3M Sell
8,808
-2,638
-23% -$397K 1.3% 16
2025
Q4 		$1.64M Sell
11,446
-25,792
-69% -$3.67M 1.67% 13
2025
Q3 		$5.25M Buy
+37,238
New +$5.12M 5.23% 6

Other funds holding VYM

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

John Boyer Inc's VYM Position: Q2 2026 in Review

John Boyer Inc reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.79% in Q2 2026, selling an estimated $10.9K and leaving 8,738 shares worth $1.38M. The position accounts for 1.2% of the portfolio, ranked #16.

John Boyer Inc first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.25M in Q3 2025. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • John Boyer Inc held 8,738 shares of Vanguard High Dividend Yield ETF worth $1.38M as of Q2 2026.
  • John Boyer Inc sold 70 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard High Dividend Yield ETF made up 1.2% of John Boyer Inc's portfolio in Q2 2026, its #16 holding.
  • John Boyer Inc first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • John Boyer Inc's Vanguard High Dividend Yield ETF position peaked at $5.25M in Q3 2025.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.