N.E.W. Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

N.E.W. Advisory Services’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	$2.54M	Sell	16,097 -58	-0.4%	-$9.06K	0.17%	69
2026 Q1	$2.39M	Buy	16,155 +3,370	+26%	+$507K	0.18%	67
2025 Q4	$1.83M	Sell	12,785 -742	-5%	-$106K	0.14%	69
2025 Q3	$1.91M	Buy	13,527 +814	+6%	+$112K	0.17%	52
2025 Q2	$1.69M	Sell	12,713 -755	-6%	-$95.7K	0.16%	53
2025 Q1	$1.74M	Sell	13,468 -15	-0.1%	-$1.96K	0.13%	67
2024 Q4	$1.72M	Buy	13,483 +1,189	+10%	+$155K	0.16%	65
2024 Q3	$1.58M	Buy	12,294 +3,426	+39%	+$423K	0.16%	62
2024 Q2	$1.05M	Sell	8,868 -3,450	-28%	-$409K	0.11%	69
2024 Q1	$1.49M	Buy	12,318 +649	+6%	+$74.4K	0.17%	64
2023 Q4	$1.3M	Buy	11,669 +242	+2%	+$25.4K	0.16%	62
2023 Q3	$1.18M	Buy	11,427 +12	+0.1%	+$1.29K	0.17%	64
2023 Q2	$1.21M	Buy	11,415 +701	+7%	+$73.5K	0.17%	52
2023 Q1	$1.13M	Sell	10,714 -117	-1%	-$12.6K	0.16%	53
2022 Q4	$1.17M	Buy	10,831 +27	+0.2%	+$2.87K	0.18%	52
2022 Q3	$1.02M	Buy	10,804 +198	+2%	+$20.6K	0.19%	50
2022 Q2	$1.08M	Buy	10,606 +720	+7%	+$78K	0.19%	49
2022 Q1	$999K	Sell	9,886 -1,106	-10%	-$123K	0.19%	53
2021 Q4	$1.23M	Buy	10,992 +667	+6%	+$72.6K	0.19%	51
2021 Q3	$1.07M	Buy	10,325 +3	+0%	+$317	0.17%	54
2021 Q2	$1.08M	Buy	10,322 +436	+4%	+$45.8K	0.18%	54
2021 Q1	$1.01M	Buy	9,886 +3,371	+52%	+$325K	0.19%	55
2020 Q4	$596K	Buy	6,515 +3,593	+123%	+$312K	0.13%	81
2020 Q3	$238K	Buy	+2,922	New	+$239K	0.07%	84

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

N.E.W. Advisory Services's VYM Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.36% in Q2 2026, selling an estimated $9.06K and leaving 16,097 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #69.

N.E.W. Advisory Services first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. 1,612 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

N.E.W. Advisory Services held 16,097 shares of Vanguard High Dividend Yield ETF worth $2.54M as of Q2 2026.
N.E.W. Advisory Services sold 58 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.06K.
Vanguard High Dividend Yield ETF made up 0.17% of N.E.W. Advisory Services's portfolio in Q2 2026, its #69 holding.
N.E.W. Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
1,612 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.