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

Journey 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	$363K	Sell	2,298 -122	-5%	-$19.1K	0.03%	228
2026 Q1	$358K	Sell	2,420 -408	-14%	-$61.3K	0.03%	205
2025 Q4	$406K	Sell	2,828 -110	-4%	-$15.6K	0.03%	207
2025 Q3	$414K	Sell	2,938 -165	-5%	-$22.7K	0.03%	210
2025 Q2	$414K	Hold	3,103	–	–	0.03%	211
2025 Q1	$400K	Sell	3,103 -1,066	-26%	-$140K	0.03%	214
2024 Q4	$494K	Hold	4,169	–	–	0.06%	156
2024 Q3	$494K	Hold	4,169	–	–	0.06%	156
2024 Q2	$494K	Sell	4,169 -100	-2%	-$11.9K	0.06%	155
2024 Q1	$517K	Hold	4,269	–	–	0.06%	161
2023 Q4	$477K	Sell	4,269 -236	-5%	-$24.8K	0.06%	152
2023 Q3	$465K	Buy	4,505 +32	+0.7%	+$3.43K	0.07%	148
2023 Q2	$474K	Hold	4,473	–	–	0.07%	154
2023 Q1	$472K	Sell	4,473 -433	-9%	-$46.6K	0.07%	154
2022 Q4	$531K	Sell	4,906 -29	-0.6%	-$3.09K	0.13%	126
2022 Q3	$468K	Buy	4,935 +5	+0.1%	+$520	0.12%	144
2022 Q2	$524K	Buy	+4,930	New	+$534K	0.12%	144

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

Journey Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5% in Q2 2026, selling an estimated $19.1K and leaving 2,298 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #228.

Journey Advisory Group first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $531K in Q4 2022. 1,649 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Journey Advisory Group held 2,298 shares of Vanguard High Dividend Yield ETF worth $363K as of Q2 2026.
Journey Advisory Group sold 122 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $19.1K.
Vanguard High Dividend Yield ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #228 holding.
Journey Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
Journey Advisory Group's Vanguard High Dividend Yield ETF position peaked at $531K in Q4 2022.
1,649 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.