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Marino Stram & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marino Stram & Associates’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 		$89.7M Buy
567,525
+7,765
+1% +$1.21M 14.29% 1
2026
Q1 		$82.9M Buy
559,760
+9,955
+2% +$1.5M 14.89% 1
2025
Q4 		$78.9M Buy
549,805
+6,103
+1% +$868K 14.26% 1
2025
Q3 		$76.6M Buy
543,702
+4,787
+0.9% +$658K 13.78% 1
2025
Q2 		$71.8M Buy
538,915
+2,192
+0.4% +$278K 14.5% 1
2025
Q1 		$69.2M Sell
536,723
-2,970
-0.6% -$389K 15.37% 1
2024
Q4 		$68.9M Sell
539,693
-1,681
-0.3% -$219K 15.24% 1
2024
Q3 		$69.4M Buy
541,374
+11,951
+2% +$1.48M 15.49% 1
2024
Q2 		$62.8M Buy
529,423
+7,774
+1% +$922K 15.34% 1
2024
Q1 		$63.1M Buy
521,649
+8,382
+2% +$960K 14.94% 1
2023
Q4 		$57.3M Buy
513,267
+10,769
+2% +$1.13M 14.82% 1
2023
Q3 		$51.9M Buy
502,498
+5,724
+1% +$614K 15.21% 1
2023
Q2 		$52.7M Buy
496,774
+10,520
+2% +$1.1M 14.92% 1
2023
Q1 		$51.3M Buy
486,254
+3,293
+0.7% +$354K 15.49% 1
2022
Q4 		$52.3M Buy
482,961
+30,016
+7% +$3.19M 16.46% 1
2022
Q3 		$43M Buy
452,945
+30,417
+7% +$3.16M 15.51% 1
2022
Q2 		$43M Buy
422,528
+42,187
+11% +$4.57M 14.9% 1
2022
Q1 		$42.7M Buy
380,341
+155
+0% +$17.3K 13.46% 1
2021
Q4 		$42.6M Buy
380,186
+14,668
+4% +$1.6M 13.09% 1
2021
Q3 		$37.8M Buy
365,518
+360,838
+7,710% +$38.1M 13.08% 1
2021
Q2 		$490K Sell
4,680
-297,851
-98% -$31.3M 0.13% 128
2021
Q1 		$30.6M Buy
302,531
+38,554
+15% +$3.72M 11.95% 1
2020
Q4 		$24.2M Buy
263,977
+23,620
+10% +$2.05M 10.73% 2
2020
Q3 		$19.5M Buy
240,357
+14,095
+6% +$1.15M 10.43% 1
2020
Q2 		$17.9M Buy
226,262
+22,825
+11% +$1.77M 10.63% 1
2020
Q1 		$14.4M Buy
203,437
+53,118
+35% +$4.56M 11.09% 1
2019
Q4 		$14.1M Buy
150,319
+7,275
+5% +$660K 9.22% 2
2019
Q3 		$12.7M Buy
143,044
+7,431
+5% +$650K 8.99% 2
2019
Q2 		$11.8M Buy
135,613
+26,456
+24% +$2.29M 8.68% 3
2019
Q1 		$9.38M Buy
109,157
+65,370
+149% +$5.46M 6.76% 5
2018
Q4 		$3.64M Buy
43,787
+36,951
+541% +$3.08M 3.18% 8
2018
Q3 		$595K Buy
6,836
+1,420
+26% +$123K 0.48% 40
2018
Q2 		$450K Buy
5,416
+228
+4% +$19.1K 0.4% 48
2018
Q1 		$428K Buy
5,188
+1,792
+53% +$154K 0.4% 50
2017
Q4 		$291K Buy
+3,396
New +$284K 0.27% 63

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

Marino Stram & Associates's VYM Position: Q2 2026 in Review

Marino Stram & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $1.21M and bringing the position to 567,525 shares worth $89.7M. The position accounts for 14.29% of the portfolio, ranked #1.

Marino Stram & Associates first reported a position in VYM in Q4 2017 and has held it in 35 quarters since. 1,088 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Marino Stram & Associates held 567,525 shares of Vanguard High Dividend Yield ETF worth $89.7M as of Q2 2026.
  • Marino Stram & Associates bought 7,765 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard High Dividend Yield ETF made up 14.29% of Marino Stram & Associates's portfolio in Q2 2026, its #1 holding.
  • Marino Stram & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.