Marshall & Sterling Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall & Sterling 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	$88.7K	Buy	561 +1	+0.2%	+$156	0.05%	124
2026 Q1	$82.9K	Sell	560 -557	-50%	-$83.7K	0.05%	119
2025 Q4	$160K	Sell	1,117 -1,020	-48%	-$145K	0.11%	95
2025 Q3	$301K	Buy	2,137 +12	+0.6%	+$1.65K	0.19%	70
2025 Q2	$283K	Buy	2,125 +32	+2%	+$4.05K	0.19%	68
2025 Q1	$270K	Sell	2,093 -156	-7%	-$20.4K	0.18%	71
2024 Q4	$287K	Buy	+2,249	New	+$293K	0.2%	72

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

Marshall & Sterling Wealth Advisors's VYM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.18% in Q2 2026, buying an estimated $156 and bringing the position to 561 shares worth $88.7K. The position accounts for 0.05% of the portfolio, ranked #124.

Marshall & Sterling Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 561 shares of Vanguard High Dividend Yield ETF worth $88.7K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $301K in Q3 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.