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McAlister Sweet & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McAlister Sweet & 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 		$820K Buy
5,191
+325
+7% +$50.8K 0.44% 23
2026
Q1 		$721K Sell
4,866
-32
-0.7% -$4.81K 0.45% 22
2025
Q4 		$703K Sell
4,898
-278
-5% -$39.5K 0.53% 16
2025
Q3 		$730K Buy
5,176
+276
+6% +$37.9K 0.48% 16
2025
Q2 		$653K Sell
4,900
-70
-1% -$8.87K 0.58% 18
2025
Q1 		$641K Buy
+4,970
New +$651K 0.49% 19
2024
Q4 		– Sell
-5,520
Closed -$708K – 32
2024
Q3 		$708K Sell
5,520
-87
-2% -$10.7K 0.58% 20
2024
Q2 		$665K Sell
5,607
-75
-1% -$8.89K 0.48% 21
2024
Q1 		$687K Sell
5,682
-137
-2% -$15.7K 0.54% 19
2023
Q4 		$650K Sell
5,819
-218
-4% -$22.9K 0.6% 20
2023
Q3 		$624K Sell
6,037
-30
-0.5% -$3.22K 0.53% 20
2023
Q2 		$644K Sell
6,067
-968
-14% -$102K 0.55% 20
2023
Q1 		$742K Sell
7,035
-127
-2% -$13.7K 0.82% 16
2022
Q4 		$775K Hold
7,162
– – 1.15% 14
2022
Q3 		$680K Sell
7,162
-45,770
-86% -$4.76M 0.73% 20
2022
Q2 		$5.38M Sell
52,932
-84,908
-62% -$9.2M 5.46% 4
2022
Q1 		$15.5M Buy
137,840
+7,215
+6% +$805K 16.44% 1
2021
Q4 		$14.6M Buy
+130,625
New +$14.2M 12.78% 2

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

McAlister Sweet & Associates's VYM Position: Q2 2026 in Review

McAlister Sweet & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.7% in Q2 2026, buying an estimated $50.8K and bringing the position to 5,191 shares worth $820K. The position accounts for 0.44% of the portfolio, ranked #23.

McAlister Sweet & Associates first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q1 2022. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • McAlister Sweet & Associates held 5,191 shares of Vanguard High Dividend Yield ETF worth $820K as of Q2 2026.
  • McAlister Sweet & Associates bought 325 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $50.8K.
  • Vanguard High Dividend Yield ETF made up 0.44% of McAlister Sweet & Associates's portfolio in Q2 2026, its #23 holding.
  • McAlister Sweet & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • McAlister Sweet & Associates's Vanguard High Dividend Yield ETF position peaked at $15.5M in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.