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Kingswood Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kingswood Wealth Advisors’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 		$8.68M Buy
54,906
+154
+0.3% +$24.1K 0.35% 56
2026
Q1 		$8.11M Buy
54,752
+3,342
+7% +$502K 0.38% 50
2025
Q4 		$7.38M Buy
51,410
+36,893
+254% +$5.25M 0.36% 54
2025
Q3 		$2.05M Buy
14,517
+5,452
+60% +$749K 0.12% 179
2025
Q2 		$1.21M Sell
9,065
-178
-2% -$22.6K 0.1% 229
2025
Q1 		$1.19M Sell
9,243
-5,390
-37% -$706K 0.11% 216
2024
Q4 		$1.87M Sell
14,633
-1,921
-12% -$250K 0.14% 159
2024
Q3 		$2.12M Buy
16,554
+7,384
+81% +$912K 0.15% 153
2024
Q2 		$1.09M Sell
9,170
-215
-2% -$25.5K 0.1% 217
2024
Q1 		$1.14M Buy
9,385
+126
+1% +$14.4K 0.13% 179
2023
Q4 		$1.03M Buy
9,259
+5,011
+118% +$527K 0.12% 190
2023
Q3 		$439K Buy
4,248
+319
+8% +$34.2K 0.08% 272
2023
Q2 		$417K Buy
+3,929
New +$412K 0.13% 156

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Kingswood Wealth Advisors's VYM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q2 2026, buying an estimated $24.1K and bringing the position to 54,906 shares worth $8.68M. The position accounts for 0.35% of the portfolio, ranked #56.

Kingswood Wealth Advisors first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kingswood Wealth Advisors held 54,906 shares of Vanguard High Dividend Yield ETF worth $8.68M as of Q2 2026.
  • Kingswood Wealth Advisors bought 154 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $24.1K.
  • Vanguard High Dividend Yield ETF made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.