Kestra Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kestra Advisory Services’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	$195M	Sell	1,236,739 -24,144	-2%	-$3.77M	0.63%	21
2026 Q1	$187M	Buy	1,260,883 +165,083	+15%	+$24.8M	0.71%	18
2025 Q4	$157M	Buy	1,095,800 +22,917	+2%	+$3.26M	0.65%	20
2025 Q3	$151M	Buy	1,072,883 +11,448	+1%	+$1.57M	0.69%	17
2025 Q2	$141M	Buy	1,061,435 +92,532	+10%	+$11.7M	0.69%	18
2025 Q1	$125M	Sell	968,903 -37,675	-4%	-$4.93M	0.6%	18
2024 Q4	$128M	Sell	1,006,578 -10,113	-1%	-$1.32M	0.7%	18
2024 Q3	$130M	Sell	1,016,691 -16,752	-2%	-$2.07M	0.72%	20
2024 Q2	$118M	Buy	1,033,443 +95,735	+10%	+$11.4M	0.66%	20
2024 Q1	$113M	Buy	937,708 +28,917	+3%	+$3.31M	0.76%	16
2023 Q4	$101M	Sell	908,791 -31,971	-3%	-$3.36M	0.82%	16
2023 Q3	$97.2M	Buy	940,762 +70,512	+8%	+$7.57M	0.96%	12
2023 Q2	$92.3M	Sell	870,250 -21,759	-2%	-$2.28M	0.92%	10
2023 Q1	$94.1M	Buy	892,009 +4,069	+0.5%	+$438K	1.02%	10
2022 Q4	$96.1M	Sell	887,940 -79,008	-8%	-$8.41M	0.85%	13
2022 Q3	$91.7M	Sell	966,948 -198,713	-17%	-$20.7M	0.98%	8
2022 Q2	$119M	Buy	1,165,661 +183,366	+19%	+$19.9M	1.22%	8
2022 Q1	$110M	Buy	982,295 +40,146	+4%	+$4.48M	1.15%	8
2021 Q4	$106M	Buy	942,149 +838	+0.1%	+$91.2K	1.07%	8
2021 Q3	$97.3M	Buy	941,311 +44,535	+5%	+$4.71M	0.97%	8
2021 Q2	$94M	Buy	896,776 +49,345	+6%	+$5.18M	1.07%	8
2021 Q1	$85.7M	Buy	847,431 +81,201	+11%	+$7.83M	1.09%	8
2020 Q4	$69.5M	Buy	766,230 +48,779	+7%	+$4.24M	0.81%	13
2020 Q3	$57.9M	Buy	+717,451	New	+$58.8M	1.08%	7

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

Kestra Advisory Services's VYM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q2 2026, selling an estimated $3.77M and leaving 1,236,739 shares worth $195M. The position accounts for 0.63% of the portfolio, ranked #21.

Kestra Advisory Services first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kestra Advisory Services held 1,236,739 shares of Vanguard High Dividend Yield ETF worth $195M as of Q2 2026.
Kestra Advisory Services sold 24,144 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.77M.
Vanguard High Dividend Yield ETF made up 0.63% of Kestra Advisory Services's portfolio in Q2 2026, its #21 holding.
Kestra Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.