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

Moss Adams 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	$334K	Hold	2,113	–	–	0.02%	207
2026 Q1	$313K	Hold	2,113	–	–	0.02%	203
2025 Q4	$303K	Hold	2,113	–	–	0.02%	193
2025 Q3	$298K	Buy	+2,113	New	+$290K	0.02%	188
2025 Q1	–	Sell	-11,334	Closed	-$1.45M	–	238
2024 Q4	$1.45M	Buy	+11,334	New	+$1.48M	0.15%	46

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

Moss Adams Wealth Advisors's VYM Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,113 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #207.

Moss Adams Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.45M in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Moss Adams Wealth Advisors held 2,113 shares of Vanguard High Dividend Yield ETF worth $334K as of Q2 2026.
Moss Adams Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 5 quarters since.
Moss Adams Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $1.45M in Q4 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.