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

Latitude 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 		$568K Buy
3,596
+251
+8% +$39.2K 0.23% 107
2026
Q1 		$495K Buy
3,345
+544
+19% +$81.8K 0.23% 106
2025
Q4 		$402K Buy
2,801
+141
+5% +$20.1K 0.18% 127
2025
Q3 		$375K Buy
2,660
+520
+24% +$71.5K 0.17% 124
2025
Q2 		$285K Hold
2,140
– – 0.14% 157
2025
Q1 		$276K Buy
2,140
+256
+14% +$33.5K 0.16% 153
2024
Q4 		$240K Sell
1,884
-30
-2% -$3.91K 0.14% 160
2024
Q3 		$245K Buy
1,914
+160
+9% +$19.8K 0.14% 159
2024
Q2 		$208K Buy
1,754
+2
+0.1% +$237 0.13% 173
2024
Q1 		$212K Sell
1,752
-206
-11% -$23.6K 0.13% 166
2023
Q4 		$219K Buy
1,958
+3
+0.2% +$315 0.15% 150
2023
Q3 		$202K Buy
1,955
+43
+2% +$4.61K 0.14% 158
2023
Q2 		$203K Sell
1,912
-414
-18% -$43.4K 0.14% 165
2023
Q1 		$245K Buy
+2,326
New +$250K 0.18% 135
2022
Q2 		– Sell
-3,857
Closed -$433K – 322
2022
Q1 		$433K Buy
3,857
+1,823
+90% +$203K 0.1% 204
2021
Q4 		$228K Buy
+2,034
New +$221K 0.06% 269

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Latitude Advisors's VYM Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.5% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,596 shares worth $568K. The position accounts for 0.23% of the portfolio, ranked #107.

Latitude Advisors first reported a position in VYM in Q4 2021 and has held it in 16 quarters since. 1,038 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Latitude Advisors held 3,596 shares of Vanguard High Dividend Yield ETF worth $568K as of Q2 2026.
  • Latitude Advisors bought 251 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $39.2K.
  • Vanguard High Dividend Yield ETF made up 0.23% of Latitude Advisors's portfolio in Q2 2026, its #107 holding.
  • Latitude Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.