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

Martel 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	$118M	Buy	747,548 +12,208	+2%	+$1.91M	18.58%	3
2026 Q1	$109M	Buy	735,340 +9,339	+1%	+$1.4M	18.54%	2
2025 Q4	$104M	Buy	726,001 +17,498	+2%	+$2.49M	17.79%	3
2025 Q3	$99.9M	Buy	708,503 +16,139	+2%	+$2.22M	17.49%	3
2025 Q2	$92.3M	Buy	692,364 +21,586	+3%	+$2.73M	17.11%	3
2025 Q1	$86.5M	Sell	670,778 -6,808	-1%	-$891K	17.23%	2
2024 Q4	$86.5M	Buy	677,586 +30,321	+5%	+$3.95M	16.88%	2
2024 Q3	$83.3M	Buy	647,265 +2,264	+0.4%	+$279K	17.04%	3
2024 Q2	$76.5M	Buy	645,001 +4,659	+0.7%	+$552K	16.41%	3
2024 Q1	$77.5M	Buy	640,342 +11,543	+2%	+$1.32M	16.8%	3
2023 Q4	$70.2M	Buy	628,799 +16,855	+3%	+$1.77M	15.94%	3
2023 Q3	$63.2M	Buy	611,944 +22,088	+4%	+$2.37M	15.73%	3
2023 Q2	$62.6M	Buy	589,856 +19,212	+3%	+$2.02M	15.17%	3
2023 Q1	$60.2M	Buy	570,644 +1,669	+0.3%	+$180K	15.37%	3
2022 Q4	$61.6M	Sell	568,975 -11,669	-2%	-$1.24M	16.69%	2
2022 Q3	$55.1M	Sell	580,644 -3,435	-0.6%	-$357K	15.78%	2
2022 Q2	$59.4M	Sell	584,079 -1,727	-0.3%	-$187K	16.22%	2
2022 Q1	$65.8M	Buy	585,806 +4,073	+0.7%	+$454K	15.99%	3
2021 Q4	$65.2M	Buy	581,733 +14,843	+3%	+$1.61M	15.44%	3
2021 Q3	$58.6M	Buy	566,890 +11,209	+2%	+$1.18M	14.73%	3
2021 Q2	$58.2M	Buy	555,681 +26,534	+5%	+$2.79M	14.65%	3
2021 Q1	$53.5M	Buy	529,147 +14,298	+3%	+$1.38M	14.82%	3
2020 Q4	$47.1M	Buy	514,849 +25,061	+5%	+$2.18M	13.64%	3
2020 Q3	$39.6M	Buy	489,788 +29,972	+7%	+$2.45M	12.86%	3
2020 Q2	$36.2M	Buy	459,816 +22,955	+5%	+$1.78M	12.55%	3
2020 Q1	$30.9M	Buy	436,861 +22,623	+5%	+$1.94M	12.06%	3
2019 Q4	$38.8M	Buy	414,238 +2,399	+0.6%	+$218K	13.36%	3
2019 Q3	$36.5M	Buy	411,839 +9,628	+2%	+$843K	13.19%	3
2019 Q2	$35.1M	Buy	402,211 +4,821	+1%	+$417K	12.81%	3
2019 Q1	$34M	Buy	397,390 +5,961	+2%	+$498K	12.8%	3
2018 Q4	$30.5M	Buy	391,429 +4,830	+1%	+$403K	12.54%	3
2018 Q3	$33.7M	Buy	+386,599	New	+$33.5M	12.83%	3

Other funds holding VYM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

Martel Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $1.91M and bringing the position to 747,548 shares worth $118M. The position accounts for 18.58% of the portfolio, ranked #3.

Martel Wealth Advisors first reported a position in VYM in Q3 2018 and has held it in 32 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Martel Wealth Advisors held 747,548 shares of Vanguard High Dividend Yield ETF worth $118M as of Q2 2026.
Martel Wealth Advisors bought 12,208 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.91M.
Vanguard High Dividend Yield ETF made up 18.58% of Martel Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Martel Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 32 quarters since.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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